PLUMBERS AND PIPEFITTERS APPRENTICESHIP TRAINING 401k Plan overview

PLUMBERS AND PIPEFITTERS APPRENTICESHIP TRAINING Benefits

401k Sponsoring company profile

Company Name:	PLUMBERS AND PIPEFITTERS APPRENTICESHIP TRAINING OF KANSAS
Employer identification number (EIN):	481208162
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JOHN CLARK	2023-07-17	JOHN CLARK	2023-07-17
001	2021-01-01	JOHN CLARK	2022-07-06	JOHN CLARK	2022-07-06
001	2020-01-01	JOHN CLARK	2021-07-20	JOHN CLARK	2021-07-20
001	2019-01-01	JOHN CLARK	2020-06-17	JOHN CLARK	2020-06-17
001	2018-01-01	JOHN CLARK	2019-07-16	JOHN CLARK	2019-07-16
001	2017-01-01	JOHN CLARK	2018-07-25	JOHN CLARK	2018-07-25
001	2016-01-01	JOE PUCCI	2017-07-25	JOE PUCCI	2017-07-25
001	2015-01-01	JOE PUCCI	2016-07-18	JOE PUCCI	2016-07-18
001	2014-01-01	JOE PUCCI	2015-07-17	JOE PUCCI	2015-07-17
001	2013-01-01	JOE PUCCI	2014-07-21	JOE PUCCI	2014-07-21

Plan Statistics for PLUMBERS AND PIPEFITTERS APPRENTICESHIP TRAINING

Measure	Date	Value
2022: PLUMBERS AND PIPEFITTERS APPRENTICESHIP TRAINING 2022 401k membership
Market value of plan assets	2022-12-31	1,171,847
Acturial value of plan assets	2022-12-31	1,171,847
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	261,150
Number of terminated vested participants	2022-12-31	4
Fundng target for terminated vested participants	2022-12-31	143,412
Active participant vested funding target	2022-12-31	258,197
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	276,680
Total participant count	2022-12-31	14
Total funding target for all participants	2022-12-31	681,242
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	0
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	0
Present value of excess contributions	2022-12-31	112,037
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	117,874
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	0
Total employer contributions	2022-12-31	122,734
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	118,206
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	74,344
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	118,206
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: PLUMBERS AND PIPEFITTERS APPRENTICESHIP TRAINING 2021 401k membership
Market value of plan assets	2021-12-31	985,374
Acturial value of plan assets	2021-12-31	985,374
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	277,869
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	134,382
Active participant vested funding target	2021-12-31	226,371
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	242,256
Total participant count	2021-12-31	15
Total funding target for all participants	2021-12-31	654,507
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	118,368
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	125,032
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	115,939
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	112,037
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	82,478
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	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	112,037
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: PLUMBERS AND PIPEFITTERS APPRENTICESHIP TRAINING 2020 401k membership
Market value of plan assets	2020-12-31	808,084
Acturial value of plan assets	2020-12-31	808,084
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	228,053
Number of terminated vested participants	2020-12-31	4
Fundng target for terminated vested participants	2020-12-31	152,102
Active participant vested funding target	2020-12-31	79,844
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	153,863
Total participant count	2020-12-31	14
Total funding target for all participants	2020-12-31	534,018
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	125,105
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	132,336
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	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	123,238
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	118,368
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	67,260
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	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	118,368
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: PLUMBERS AND PIPEFITTERS APPRENTICESHIP TRAINING 2019 401k membership
Market value of plan assets	2019-12-31	601,895
Acturial value of plan assets	2019-12-31	601,895
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	99,481
Number of terminated vested participants	2019-12-31	4
Fundng target for terminated vested participants	2019-12-31	142,632
Active participant vested funding target	2019-12-31	172,030
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	215,411
Total participant count	2019-12-31	12
Total funding target for all participants	2019-12-31	457,524
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
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	0
Present value of excess contributions	2019-12-31	105,874
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	112,174
Total available prior years excess cotributions added 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	129,769
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	125,105
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	50,560
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	125,105
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: PLUMBERS AND PIPEFITTERS APPRENTICESHIP TRAINING 2018 401k membership
Market value of plan assets	2018-12-31	546,135
Acturial value of plan assets	2018-12-31	546,135
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	71,280
Number of terminated vested participants	2018-12-31	5
Fundng target for terminated vested participants	2018-12-31	163,008
Active participant vested funding target	2018-12-31	129,801
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	149,461
Total participant count	2018-12-31	12
Total funding target for all participants	2018-12-31	383,749
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
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	0
Present value of excess contributions	2018-12-31	106,613
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	113,159
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	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	110,181
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	105,874
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	44,872
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	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	105,874
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PLUMBERS AND PIPEFITTERS APPRENTICESHIP TRAINING 2017 401k membership
Market value of plan assets	2017-12-31	407,374
Acturial value of plan assets	2017-12-31	407,374
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	69,465
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	48,872
Active participant vested funding target	2017-12-31	71,160
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	142,203
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	260,540
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	105,237
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	111,856
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
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	111,068
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	106,613
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	57,705
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	106,613
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PLUMBERS AND PIPEFITTERS APPRENTICESHIP TRAINING 2016 401k membership
Market value of plan assets	2016-12-31	287,342
Acturial value of plan assets	2016-12-31	287,342
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	44,500
Active participant vested funding target	2016-12-31	96,530
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	155,924
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	200,424
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	105,804
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	112,671
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
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	109,628
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	105,237
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	61,657
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	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	105,237
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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• PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 803 PENSION FUND [EIN = 596228172]
• PLUMBERS AND STEAMFITTERS LOC 131 PENSION PLAN [EIN = 516029575]
• PLUMBERS AND PIPEFITTERS LOCAL 178 DEATH BENEFIT PLAN [EIN = 440377546]
• PLUMBERS AND PIPEFITTERS LOCAL UNION NO.9 COST OF LIVING FUND [EIN = 456629516]
• PLUMBERS AND STEAMFITTERS LOCAL #65 PENSION FUND [EIN = 371334900]
• PLUMBERS AND PIPEFITTERS UA LOCAL 551 COMPULSORY SAVINGS FUND [EIN = 370654835]
• PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING ANNUITY PLAN [EIN = 351953097]
• PLUMBERS AND STEAMFITTERS LOCAL 7 APPRENTICE TRAINING FUND [EIN = 237278303]
• PLUMBERS AND STEAMFITTERS LOCL 577 AND MECHANICAL CONTRACTORS ASSOCIATION JOINT APPRENTICESHIP TRAINING COMMITTEE TRUST FUND [EIN = 237358670]
• PLUMBERS AND STEAMFITTERS LOCAL 247 ANNUITY PLAN [EIN = 830591359]
• PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 538 ANNUITY FUND [EIN = 861903667]
• PLUMBERS AND PIPEFITTERS LOCAL UNION NO. 421 VACATION FUND [EIN = 113834795]
• PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 43 ANNUITY FUND [EIN = 871958105]
• PLUMBERS AND PIPEFITTERS LOCAL 625 HEALTH & WELFARE FUND [EIN = 882080702]

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