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THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES 401k Plan overview

Plan NameTHE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES
Plan identification number 020

THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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

CALHOUN COOPERATIVE CREAMERY has sponsored the creation of one or more 401k plans.

Company Name:CALHOUN COOPERATIVE CREAMERY
Employer identification number (EIN):420165420
NAIC Classification:115110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0202020-04-01KELLY HAYERTZ2020-12-01 MICHELLE DONAHUE2020-12-02
0202019-04-01KELLY HAYERTZ2020-12-01 MICHELLE DONAHUE2020-12-02
0202018-04-01KELLY HAYERTZ2019-12-27 MICHELLE DONAHUE2019-12-27
0202017-04-01KELLY HAYERTZ2019-01-02 MICHELLE DONAHUE2019-01-02
0202016-04-01KELLY HAYERTZ2018-01-02 MICHELLE DONAHUE2018-01-02
0202015-04-01KELLY HAYERTZ2017-01-03 THOMAS BAXTER2017-01-05
0202014-04-01KELLY HAYERTZ2015-12-23 THOMAS BAXTER2015-12-23
0202013-04-01KELLY HAYERTZ2015-01-01 THOMAS BAXTER2015-01-05
0202012-04-01KELLY HAYERTZ2014-01-02 THOMAS BAXTER2014-01-03
0202011-04-01KELLY HAYERTZ2013-01-02 THOMAS BAXTER2013-01-03
0202010-04-01KELLY HAYERTZ2012-01-07 THOMAS BAXTER2012-01-09

Plan Statistics for THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES

401k plan membership statisitcs for THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES

Measure Date Value
2020: THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES 2020 401k membership
Market value of plan assets2020-03-31418,911
Acturial value of plan assets2020-03-31421,229
Funding target for retired participants and beneficiaries receiving payment2020-03-31187,535
Number of terminated vested participants2020-03-315
Fundng target for terminated vested participants2020-03-31164,910
Active participant vested funding target2020-03-310
Number of active participants2020-03-310
Total funding liabilities for active participants2020-03-310
Total participant count2020-03-317
Total funding target for all participants2020-03-31352,445
Balance at beginning of prior year after applicable adjustments2020-03-310
Prefunding balance at beginning of prior year after applicable adjustments2020-03-3176,921
Carryover balanced portion elected for use to offset prior years funding requirement2020-03-310
Prefunding balanced used to offset prior years funding requirement2020-03-310
Amount remaining of carryover balance2020-03-310
Amount remaining of prefunding balance2020-03-3176,921
Present value of excess contributions2020-03-318,557
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-03-319,047
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-03-319,047
Reductions in caryover balances due to elections or deemed elections2020-03-310
Reductions in prefunding balances due to elections or deemed elections2020-03-310
Balance of carryovers at beginning of current year2020-03-310
Balance of prefunding at beginning of current year2020-03-3189,222
Total employer contributions2020-03-3111,330
Total employee contributions2020-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-03-310
Contributions made to avoid restrictions adjusted to valuation date2020-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-03-3111,217
Unpaid minimum required contributions for all prior years2020-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-03-310
Remaining amount of unpaid minimum required contributions2020-03-310
Minimum required contributions for current year target normal cost2020-03-31895
Net shortfall amortization installment of oustanding balance2020-03-3120,438
Waiver amortization installment2020-03-310
Total funding amount beforereflecting carryover/prefunding balances2020-03-311,449
Additional cash requirement2020-03-311,449
Contributions allocatedtoward minimum required contributions for current year2020-03-3111,217
Unpaid minimum required contributions for current year2020-03-310
Unpaid minimum required contributions for all years2020-03-310
2019: THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES 2019 401k membership
Market value of plan assets2019-03-31393,754
Acturial value of plan assets2019-03-31383,862
Funding target for retired participants and beneficiaries receiving payment2019-03-31187,905
Number of terminated vested participants2019-03-311
Fundng target for terminated vested participants2019-03-316,872
Active participant vested funding target2019-03-31104,219
Number of active participants2019-03-314
Total funding liabilities for active participants2019-03-31112,155
Total participant count2019-03-317
Total funding target for all participants2019-03-31306,932
Balance at beginning of prior year after applicable adjustments2019-03-310
Prefunding balance at beginning of prior year after applicable adjustments2019-03-3190,484
Carryover balanced portion elected for use to offset prior years funding requirement2019-03-310
Prefunding balanced used to offset prior years funding requirement2019-03-310
Amount remaining of carryover balance2019-03-310
Amount remaining of prefunding balance2019-03-3190,484
Present value of excess contributions2019-03-311,346
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-03-311,426
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-03-311,426
Reductions in caryover balances due to elections or deemed elections2019-03-310
Reductions in prefunding balances due to elections or deemed elections2019-03-3123,250
Balance of carryovers at beginning of current year2019-03-310
Balance of prefunding at beginning of current year2019-03-3176,921
Total employer contributions2019-03-3127,192
Total employee contributions2019-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-03-310
Contributions made to avoid restrictions adjusted to valuation date2019-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-03-3126,477
Unpaid minimum required contributions for all prior years2019-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-03-310
Remaining amount of unpaid minimum required contributions2019-03-310
Minimum required contributions for current year target normal cost2019-03-3117,929
Net shortfall amortization installment of oustanding balance2019-03-310
Waiver amortization installment2019-03-310
Total funding amount beforereflecting carryover/prefunding balances2019-03-3117,920
Carryover balance elected to use to offset funding requirement2019-03-310
Prefunding balance elected to use to offset funding requirement2019-03-310
Additional cash requirement2019-03-3117,920
Contributions allocatedtoward minimum required contributions for current year2019-03-3126,477
Unpaid minimum required contributions for current year2019-03-310
Unpaid minimum required contributions for all years2019-03-310
2018: THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES 2018 401k membership
Market value of plan assets2018-03-31351,206
Acturial value of plan assets2018-03-31353,720
Funding target for retired participants and beneficiaries receiving payment2018-03-3139,379
Number of terminated vested participants2018-03-311
Fundng target for terminated vested participants2018-03-316,091
Active participant vested funding target2018-03-31215,846
Number of active participants2018-03-314
Total funding liabilities for active participants2018-03-31217,766
Total participant count2018-03-316
Total funding target for all participants2018-03-31263,236
Balance at beginning of prior year after applicable adjustments2018-03-310
Prefunding balance at beginning of prior year after applicable adjustments2018-03-3180,115
Carryover balanced portion elected for use to offset prior years funding requirement2018-03-310
Prefunding balanced used to offset prior years funding requirement2018-03-310
Amount remaining of carryover balance2018-03-310
Amount remaining of prefunding balance2018-03-3180,115
Present value of excess contributions2018-03-3112,437
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-03-3113,203
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-03-3113,203
Reductions in caryover balances due to elections or deemed elections2018-03-310
Reductions in prefunding balances due to elections or deemed elections2018-03-316,968
Balance of carryovers at beginning of current year2018-03-310
Balance of prefunding at beginning of current year2018-03-3190,484
Total employer contributions2018-03-3127,192
Total employee contributions2018-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-03-310
Contributions made to avoid restrictions adjusted to valuation date2018-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-03-3126,438
Unpaid minimum required contributions for all prior years2018-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-03-310
Remaining amount of unpaid minimum required contributions2018-03-310
Minimum required contributions for current year target normal cost2018-03-3125,092
Net shortfall amortization installment of oustanding balance2018-03-310
Waiver amortization installment2018-03-310
Total funding amount beforereflecting carryover/prefunding balances2018-03-3125,092
Carryover balance elected to use to offset funding requirement2018-03-310
Prefunding balance elected to use to offset funding requirement2018-03-310
Additional cash requirement2018-03-3125,092
Contributions allocatedtoward minimum required contributions for current year2018-03-3126,438
Unpaid minimum required contributions for current year2018-03-310
Unpaid minimum required contributions for all years2018-03-310
2017: THE RESTATED NONCONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES 2017 401k membership
Market value of plan assets2017-03-31308,877
Acturial value of plan assets2017-03-31326,423
Funding target for retired participants and beneficiaries receiving payment2017-03-3152,032
Number of terminated vested participants2017-03-310
Fundng target for terminated vested participants2017-03-310
Active participant vested funding target2017-03-31188,492
Number of active participants2017-03-314
Total funding liabilities for active participants2017-03-31191,057
Total participant count2017-03-316
Total funding target for all participants2017-03-31243,089
Balance at beginning of prior year after applicable adjustments2017-03-310
Prefunding balance at beginning of prior year after applicable adjustments2017-03-3161,384
Carryover balanced portion elected for use to offset prior years funding requirement2017-03-310
Prefunding balanced used to offset prior years funding requirement2017-03-310
Amount remaining of carryover balance2017-03-310
Amount remaining of prefunding balance2017-03-3161,384
Present value of excess contributions2017-03-3117,549
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-03-3118,646
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-03-3118,646
Reductions in caryover balances due to elections or deemed elections2017-03-310
Reductions in prefunding balances due to elections or deemed elections2017-03-313,862
Balance of carryovers at beginning of current year2017-03-310
Balance of prefunding at beginning of current year2017-03-3180,115
Total employer contributions2017-03-3127,192
Total employee contributions2017-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-03-310
Contributions made to avoid restrictions adjusted to valuation date2017-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-03-3126,427
Unpaid minimum required contributions for all prior years2017-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-03-310
Remaining amount of unpaid minimum required contributions2017-03-310
Minimum required contributions for current year target normal cost2017-03-3117,209
Net shortfall amortization installment of oustanding balance2017-03-310
Waiver amortization installment2017-03-310
Total funding amount beforereflecting carryover/prefunding balances2017-03-3113,990
Carryover balance elected to use to offset funding requirement2017-03-310
Prefunding balance elected to use to offset funding requirement2017-03-310
Additional cash requirement2017-03-3113,990
Contributions allocatedtoward minimum required contributions for current year2017-03-3126,427
Unpaid minimum required contributions for current year2017-03-310
Unpaid minimum required contributions for all years2017-03-310

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