401k Plan data: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY plan

TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 401k Plan overview

Plan Name	TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY
Plan identification number	005

TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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).

401k Sponsoring company profile

SMITH FOUNDRY COMPANY has sponsored the creation of one or more 401k plans.

Company Name: SMITH FOUNDRY COMPANY

Employer identification number (EIN): 411260522

NAIC Classification: 331500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01
005 2021-01-01
005 2020-01-01
005 2019-01-01
005 2018-01-01
005 2017-01-01 GRADY WALL
005 2016-01-01 GRADY WALL
005 2015-01-01 GRADY WALL
005 2014-01-01 GRADY WALL
005 2013-01-01 GRADY WALL
005 2012-01-01 GRADY WALL

Plan Statistics for TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY

401k plan membership statisitcs for TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY

Measure Date Value
2022: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2022 401k membership
Total participants, beginning-of-year 2022-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2021 401k membership
Market value of plan assets 2021-12-31 2,107,110
Acturial value of plan assets 2021-12-31 1,928,802
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 953,363
Number of terminated vested participants 2021-12-31 10
Fundng target for terminated vested participants 2021-12-31 266,826
Active participant vested funding target 2021-12-31 193,427
Number of active participants 2021-12-31 9
Total funding liabilities for active participants 2021-12-31 208,490
Total participant count 2021-12-31 44
Total funding target for all participants 2021-12-31 1,428,679
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 0
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 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
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
Total available prior years excess cotributions added 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 0
Total employer contributions 2021-12-31 0
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 0
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 22,000
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 24
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2020 401k membership
Market value of plan assets 2020-12-31 1,963,948
Acturial value of plan assets 2020-12-31 1,850,468
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 954,583
Number of terminated vested participants 2020-12-31 9
Fundng target for terminated vested participants 2020-12-31 143,029
Active participant vested funding target 2020-12-31 353,788
Number of active participants 2020-12-31 12
Total funding liabilities for active participants 2020-12-31 370,062
Total participant count 2020-12-31 44
Total funding target for all participants 2020-12-31 1,467,674
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 0
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 0
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 0
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 18,000
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
Total participants, beginning-of-year 2020-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 9
Number of retired or separated participants receiving benefits 2020-01-01 18
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 7
Total participants 2020-01-01 44
2019: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2019 401k membership
Market value of plan assets 2019-12-31 1,733,901
Acturial value of plan assets 2019-12-31 1,780,991
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 879,656
Number of terminated vested participants 2019-12-31 10
Fundng target for terminated vested participants 2019-12-31 260,474
Active participant vested funding target 2019-12-31 382,073
Number of active participants 2019-12-31 15
Total funding liabilities for active participants 2019-12-31 402,834
Total participant count 2019-12-31 46
Total funding target for all participants 2019-12-31 1,542,964
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 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 0
Total employer contributions 2019-12-31 0
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 0
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 16,000
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 12
Number of retired or separated participants receiving benefits 2019-01-01 17
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 7
Total participants 2019-01-01 44
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2018 401k membership
Market value of plan assets 2018-12-31 1,851,437
Acturial value of plan assets 2018-12-31 1,770,609
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 788,002
Number of terminated vested participants 2018-12-31 5
Fundng target for terminated vested participants 2018-12-31 40,379
Active participant vested funding target 2018-12-31 659,443
Number of active participants 2018-12-31 47
Total funding liabilities for active participants 2018-12-31 695,894
Total participant count 2018-12-31 72
Total funding target for all participants 2018-12-31 1,524,275
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 0
Carryover balanced portion elected for use 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 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 0
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 0
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 28,000
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 15
Number of retired or separated participants receiving benefits 2018-01-01 16
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 5
Total participants 2018-01-01 46
2017: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2017 401k membership
Market value of plan assets 2017-12-31 1,852,592
Acturial value of plan assets 2017-12-31 1,889,454
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 773,667
Number of terminated vested participants 2017-12-31 12
Fundng target for terminated vested participants 2017-12-31 127,810
Active participant vested funding target 2017-12-31 597,949
Number of active participants 2017-12-31 23
Total funding liabilities for active participants 2017-12-31 632,863
Total participant count 2017-12-31 56
Total funding target for all participants 2017-12-31 1,534,340
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 0
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 0
Present value of excess contributions 2017-12-31 72,692
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 77,126
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 0
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 0
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 20,000
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 22
Number of retired or separated participants receiving benefits 2017-01-01 14
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 6
Total participants 2017-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2016 401k membership
Market value of plan assets 2016-12-31 1,769,792
Acturial value of plan assets 2016-12-31 1,837,388
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 688,536
Number of terminated vested participants 2016-12-31 12
Fundng target for terminated vested participants 2016-12-31 209,590
Active participant vested funding target 2016-12-31 538,470
Number of active participants 2016-12-31 24
Total funding liabilities for active participants 2016-12-31 578,287
Total participant count 2016-12-31 57
Total funding target for all participants 2016-12-31 1,476,413
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 0
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 0
Present value of excess contributions 2016-12-31 96,134
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 102,181
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 75,000
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 72,692
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 14,553
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 72,692
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 23
Number of retired or separated participants receiving benefits 2016-01-01 21
Number of other retired or separated participants entitled to future benefits 2016-01-01 12
Total of all active and inactive participants 2016-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2015 401k membership
Total participants, beginning-of-year 2015-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 24
Number of retired or separated participants receiving benefits 2015-01-01 16
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 5
Total participants 2015-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2014 401k membership
Total participants, beginning-of-year 2014-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 27
Number of retired or separated participants receiving benefits 2014-01-01 15
Number of other retired or separated participants entitled to future benefits 2014-01-01 12
Total of all active and inactive participants 2014-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 4
Total participants 2014-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2013 401k membership
Total participants, beginning-of-year 2013-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 28
Number of retired or separated participants receiving benefits 2013-01-01 16
Number of other retired or separated participants entitled to future benefits 2013-01-01 22
Total of all active and inactive participants 2013-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 4
Total participants 2013-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2012 401k membership
Total participants, beginning-of-year 2012-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 31
Number of retired or separated participants receiving benefits 2012-01-01 16
Number of other retired or separated participants entitled to future benefits 2012-01-01 21
Total of all active and inactive participants 2012-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1

Measure	Date	Value
2022: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2022 401k membership
Total participants, beginning-of-year	2022-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2021 401k membership
Market value of plan assets	2021-12-31	2,107,110
Acturial value of plan assets	2021-12-31	1,928,802
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	953,363
Number of terminated vested participants	2021-12-31	10
Fundng target for terminated vested participants	2021-12-31	266,826
Active participant vested funding target	2021-12-31	193,427
Number of active participants	2021-12-31	9
Total funding liabilities for active participants	2021-12-31	208,490
Total participant count	2021-12-31	44
Total funding target for all participants	2021-12-31	1,428,679
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	0
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	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
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
Total available prior years excess cotributions added 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	0
Total employer contributions	2021-12-31	0
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	0
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	22,000
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	24
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2020 401k membership
Market value of plan assets	2020-12-31	1,963,948
Acturial value of plan assets	2020-12-31	1,850,468
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	954,583
Number of terminated vested participants	2020-12-31	9
Fundng target for terminated vested participants	2020-12-31	143,029
Active participant vested funding target	2020-12-31	353,788
Number of active participants	2020-12-31	12
Total funding liabilities for active participants	2020-12-31	370,062
Total participant count	2020-12-31	44
Total funding target for all participants	2020-12-31	1,467,674
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	0
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	0
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	0
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	18,000
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
Total participants, beginning-of-year	2020-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	9
Number of retired or separated participants receiving benefits	2020-01-01	18
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	7
Total participants	2020-01-01	44
2019: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2019 401k membership
Market value of plan assets	2019-12-31	1,733,901
Acturial value of plan assets	2019-12-31	1,780,991
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	879,656
Number of terminated vested participants	2019-12-31	10
Fundng target for terminated vested participants	2019-12-31	260,474
Active participant vested funding target	2019-12-31	382,073
Number of active participants	2019-12-31	15
Total funding liabilities for active participants	2019-12-31	402,834
Total participant count	2019-12-31	46
Total funding target for all participants	2019-12-31	1,542,964
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	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	0
Total employer contributions	2019-12-31	0
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	0
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	16,000
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	12
Number of retired or separated participants receiving benefits	2019-01-01	17
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	7
Total participants	2019-01-01	44
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2018 401k membership
Market value of plan assets	2018-12-31	1,851,437
Acturial value of plan assets	2018-12-31	1,770,609
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	788,002
Number of terminated vested participants	2018-12-31	5
Fundng target for terminated vested participants	2018-12-31	40,379
Active participant vested funding target	2018-12-31	659,443
Number of active participants	2018-12-31	47
Total funding liabilities for active participants	2018-12-31	695,894
Total participant count	2018-12-31	72
Total funding target for all participants	2018-12-31	1,524,275
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	0
Carryover balanced portion elected for use 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	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	0
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	0
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	28,000
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	15
Number of retired or separated participants receiving benefits	2018-01-01	16
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	5
Total participants	2018-01-01	46
2017: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2017 401k membership
Market value of plan assets	2017-12-31	1,852,592
Acturial value of plan assets	2017-12-31	1,889,454
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	773,667
Number of terminated vested participants	2017-12-31	12
Fundng target for terminated vested participants	2017-12-31	127,810
Active participant vested funding target	2017-12-31	597,949
Number of active participants	2017-12-31	23
Total funding liabilities for active participants	2017-12-31	632,863
Total participant count	2017-12-31	56
Total funding target for all participants	2017-12-31	1,534,340
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	0
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	0
Present value of excess contributions	2017-12-31	72,692
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	77,126
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	0
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	0
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	20,000
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	22
Number of retired or separated participants receiving benefits	2017-01-01	14
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	6
Total participants	2017-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2016 401k membership
Market value of plan assets	2016-12-31	1,769,792
Acturial value of plan assets	2016-12-31	1,837,388
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	688,536
Number of terminated vested participants	2016-12-31	12
Fundng target for terminated vested participants	2016-12-31	209,590
Active participant vested funding target	2016-12-31	538,470
Number of active participants	2016-12-31	24
Total funding liabilities for active participants	2016-12-31	578,287
Total participant count	2016-12-31	57
Total funding target for all participants	2016-12-31	1,476,413
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	0
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	0
Present value of excess contributions	2016-12-31	96,134
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	102,181
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	75,000
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	72,692
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	14,553
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	72,692
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	23
Number of retired or separated participants receiving benefits	2016-01-01	21
Number of other retired or separated participants entitled to future benefits	2016-01-01	12
Total of all active and inactive participants	2016-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2015 401k membership
Total participants, beginning-of-year	2015-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	24
Number of retired or separated participants receiving benefits	2015-01-01	16
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	5
Total participants	2015-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2014 401k membership
Total participants, beginning-of-year	2014-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	27
Number of retired or separated participants receiving benefits	2014-01-01	15
Number of other retired or separated participants entitled to future benefits	2014-01-01	12
Total of all active and inactive participants	2014-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	4
Total participants	2014-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2013 401k membership
Total participants, beginning-of-year	2013-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	28
Number of retired or separated participants receiving benefits	2013-01-01	16
Number of other retired or separated participants entitled to future benefits	2013-01-01	22
Total of all active and inactive participants	2013-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	4
Total participants	2013-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2012 401k membership
Total participants, beginning-of-year	2012-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	31
Number of retired or separated participants receiving benefits	2012-01-01	16
Number of other retired or separated participants entitled to future benefits	2012-01-01	21
Total of all active and inactive participants	2012-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1

Financial Data on TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY

Measure	Date	Value
2022 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2022 401k financial data
Total plan liabilities at beginning of year	2022-05-31	$14,853
Total income from all sources	2022-05-31	$-1,260
Expenses. Total of all expenses incurred	2022-05-31	$145,842
Benefits paid (including direct rollovers)	2022-05-31	$145,842
Total plan assets at beginning of year	2022-05-31	$161,955
Value of fidelity bond covering the plan	2022-05-31	$500,000
Other income received	2022-05-31	$-1,260
Net income (gross income less expenses)	2022-05-31	$-147,102
Net plan assets at end of year (total assets less liabilities)	2022-05-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-05-31	$147,102
2021 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$14,853
Total plan liabilities at beginning of year	2021-12-31	$869
Total income from all sources	2021-12-31	$-28,218
Expenses. Total of all expenses incurred	2021-12-31	$1,931,790
Benefits paid (including direct rollovers)	2021-12-31	$1,900,151
Total plan assets at end of year	2021-12-31	$161,955
Total plan assets at beginning of year	2021-12-31	$2,107,979
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$-28,218
Net income (gross income less expenses)	2021-12-31	$-1,960,008
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$147,102
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,107,110
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$31,639
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$869
Total plan liabilities at beginning of year	2020-12-31	$1,072
Total income from all sources	2020-12-31	$262,193
Expenses. Total of all expenses incurred	2020-12-31	$119,031
Benefits paid (including direct rollovers)	2020-12-31	$97,869
Total plan assets at end of year	2020-12-31	$2,107,979
Total plan assets at beginning of year	2020-12-31	$1,965,020
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$262,193
Net income (gross income less expenses)	2020-12-31	$143,162
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,107,110
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,963,948
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$21,162
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$1,072
Total plan liabilities at beginning of year	2019-12-31	$2,697
Total income from all sources	2019-12-31	$339,533
Expenses. Total of all expenses incurred	2019-12-31	$109,487
Benefits paid (including direct rollovers)	2019-12-31	$91,734
Total plan assets at end of year	2019-12-31	$1,965,020
Total plan assets at beginning of year	2019-12-31	$1,736,599
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$339,533
Net income (gross income less expenses)	2019-12-31	$230,046
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,963,948
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,733,902
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$17,753
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$2,697
Total plan liabilities at beginning of year	2018-12-31	$2,378
Total income from all sources	2018-12-31	$-19,904
Expenses. Total of all expenses incurred	2018-12-31	$97,631
Benefits paid (including direct rollovers)	2018-12-31	$81,692
Total plan assets at end of year	2018-12-31	$1,736,599
Total plan assets at beginning of year	2018-12-31	$1,853,815
Value of fidelity bond covering the plan	2018-12-31	$500,000
Other income received	2018-12-31	$-19,904
Net income (gross income less expenses)	2018-12-31	$-117,535
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,733,902
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,851,437
Total contributions received or receivable from employer(s)	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$15,939
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$2,378
Total plan liabilities at beginning of year	2017-12-31	$2,394
Total income from all sources	2017-12-31	$237,833
Expenses. Total of all expenses incurred	2017-12-31	$238,986
Benefits paid (including direct rollovers)	2017-12-31	$211,048
Total plan assets at end of year	2017-12-31	$1,853,815
Total plan assets at beginning of year	2017-12-31	$1,854,984
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$237,833
Net income (gross income less expenses)	2017-12-31	$-1,153
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,851,437
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,852,590
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$27,938
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$2,394
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$183,332
Expenses. Total of all expenses incurred	2016-12-31	$100,580
Benefits paid (including direct rollovers)	2016-12-31	$80,828
Total plan assets at end of year	2016-12-31	$1,854,984
Total plan assets at beginning of year	2016-12-31	$1,769,838
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$108,332
Net income (gross income less expenses)	2016-12-31	$82,752
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,852,590
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,769,838
Total contributions received or receivable from employer(s)	2016-12-31	$75,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$19,752
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$1,884
Total income from all sources	2015-12-31	$122,891
Expenses. Total of all expenses incurred	2015-12-31	$85,352
Benefits paid (including direct rollovers)	2015-12-31	$70,799
Total plan assets at end of year	2015-12-31	$1,769,838
Total plan assets at beginning of year	2015-12-31	$1,734,183
Value of fidelity bond covering the plan	2015-12-31	$2,000,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$14,553
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$22,891
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$37,539
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,769,838
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,732,299
Total contributions received or receivable from employer(s)	2015-12-31	$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$1,884
Total plan liabilities at beginning of year	2014-12-31	$1,722
Total income from all sources	2014-12-31	$198,468
Expenses. Total of all expenses incurred	2014-12-31	$90,582
Benefits paid (including direct rollovers)	2014-12-31	$75,752
Total plan assets at end of year	2014-12-31	$1,734,183
Total plan assets at beginning of year	2014-12-31	$1,626,135
Value of fidelity bond covering the plan	2014-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$14,830
Other income received	2014-12-31	$96,928
Net income (gross income less expenses)	2014-12-31	$107,886
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,732,299
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,624,413
Total contributions received or receivable from employer(s)	2014-12-31	$101,540
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$1,722
Total plan liabilities at beginning of year	2013-12-31	$1,663
Total income from all sources	2013-12-31	$335,075
Expenses. Total of all expenses incurred	2013-12-31	$87,157
Benefits paid (including direct rollovers)	2013-12-31	$73,912
Total plan assets at end of year	2013-12-31	$1,626,135
Total plan assets at beginning of year	2013-12-31	$1,378,158
Value of fidelity bond covering the plan	2013-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$13,245
Other income received	2013-12-31	$235,984
Net income (gross income less expenses)	2013-12-31	$247,918
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,624,413
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,376,495
Total contributions received or receivable from employer(s)	2013-12-31	$99,091
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$1,663
Total plan liabilities at beginning of year	2012-12-31	$1,464
Total income from all sources	2012-12-31	$264,704
Expenses. Total of all expenses incurred	2012-12-31	$81,366
Benefits paid (including direct rollovers)	2012-12-31	$69,519
Total plan assets at end of year	2012-12-31	$1,378,158
Total plan assets at beginning of year	2012-12-31	$1,194,621
Value of fidelity bond covering the plan	2012-12-31	$2,000,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$11,847
Other income received	2012-12-31	$134,425
Net income (gross income less expenses)	2012-12-31	$183,338
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,376,495
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,193,157
Total contributions received or receivable from employer(s)	2012-12-31	$130,279
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY

2022: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TEAMSTERS UNION LOCAL 970 PENSION PLAN FOR SMITH FOUNDRY COMPANY 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SMITH FOUNDRY COMPANY
Employer identification number (EIN):	411260522
NAIC Classification:	331500