401k Plan data: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES plan

LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 401k Plan overview

Plan Name	LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES
Plan identification number	003

LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) 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). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LUVATA APPLETON, LLC has sponsored the creation of one or more 401k plans.

Company Name: LUVATA APPLETON, LLC

Employer identification number (EIN): 391472373

NAIC Classification: 331110
NAIC Description: Iron and Steel Mills and Ferroalloy Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01 KELCIE KEMP 2022-10-04 KELCIE KEMP 2022-10-04
003 2020-01-01 STEPHEN BONGERS 2021-10-12 STEPHEN BONGERS 2021-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-01-01	KELCIE KEMP	2022-10-04	KELCIE KEMP	2022-10-04
003	2020-01-01	STEPHEN BONGERS	2021-10-12	STEPHEN BONGERS	2021-10-12

Plan Statistics for LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES

401k plan membership statisitcs for LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES

Measure Date Value
2020: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2020 401k membership
Market value of plan assets 2020-12-31 8,201,620
Acturial value of plan assets 2020-12-31 7,809,927
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 2,870,883
Number of terminated vested participants 2020-12-31 6
Fundng target for terminated vested participants 2020-12-31 370,965
Active participant vested funding target 2020-12-31 2,355,732
Number of active participants 2020-12-31 31
Total funding liabilities for active participants 2020-12-31 2,355,732
Total participant count 2020-12-31 75
Total funding target for all participants 2020-12-31 5,597,580
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 1,896,303
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 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 1,896,303
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
Total available prior years excess cotributions added 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 2020-12-31 145,639
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 2,139,785
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 72,562
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
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

Measure	Date	Value
2020: LUVATA APPLETON, LLC PENSION PLAN FOR HOURLY PAID EMPLOYEES 2020 401k membership
Market value of plan assets	2020-12-31	8,201,620
Acturial value of plan assets	2020-12-31	7,809,927
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	2,870,883
Number of terminated vested participants	2020-12-31	6
Fundng target for terminated vested participants	2020-12-31	370,965
Active participant vested funding target	2020-12-31	2,355,732
Number of active participants	2020-12-31	31
Total funding liabilities for active participants	2020-12-31	2,355,732
Total participant count	2020-12-31	75
Total funding target for all participants	2020-12-31	5,597,580
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	1,896,303
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	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	1,896,303
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
Total available prior years excess cotributions added 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	145,639
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	2,139,785
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	72,562
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
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

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Company Name:	LUVATA APPLETON, LLC
Employer identification number (EIN):	391472373
NAIC Classification:	331110
NAIC Description:	Iron and Steel Mills and Ferroalloy Manufacturing