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PENSION PLAN FOR EMPLOYEES OF ULUPALAKUA RANCH, INC. 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF ULUPALAKUA RANCH, INC.
Plan identification number 001

PENSION PLAN FOR EMPLOYEES OF ULUPALAKUA RANCH, INC. 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).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ULUPALAKUA RANCH, INC. has sponsored the creation of one or more 401k plans.

Company Name:ULUPALAKUA RANCH, INC.
Employer identification number (EIN):680619849
NAIC Classification:112111
NAIC Description:Beef Cattle Ranching and Farming

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF ULUPALAKUA RANCH, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01CHRISTIAN P. ERDMAN2015-06-09
0012013-01-01CHRISTIAN P. ERDMAN2014-05-15
0012012-01-01CHRISTIAN P. ERDMAN2013-04-24
0012011-01-01CHRISTIAN P. ERDMAN2012-07-17
0012010-01-01CHRISTIAN P. ERDMAN2011-06-23

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF ULUPALAKUA RANCH, INC.

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF ULUPALAKUA RANCH, INC.

Measure Date Value
2022: PENSION PLAN FOR EMPLOYEES OF ULUPALAKUA RANCH, INC. 2022 401k membership
Market value of plan assets2022-12-314,834,543
Acturial value of plan assets2022-12-314,834,543
Funding target for retired participants and beneficiaries receiving payment2022-12-311,031,173
Number of terminated vested participants2022-12-3111
Fundng target for terminated vested participants2022-12-31308,383
Active participant vested funding target2022-12-311,914,363
Number of active participants2022-12-3126
Total funding liabilities for active participants2022-12-311,995,336
Total participant count2022-12-3147
Total funding target for all participants2022-12-313,334,892
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31720,667
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31720,667
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31835,397
Total employer contributions2022-12-31250,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31241,576
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31114,962
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31241,576
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: PENSION PLAN FOR EMPLOYEES OF ULUPALAKUA RANCH, INC. 2021 401k membership
Market value of plan assets2021-12-314,645,285
Acturial value of plan assets2021-12-314,645,285
Funding target for retired participants and beneficiaries receiving payment2021-12-311,262,780
Number of terminated vested participants2021-12-3110
Fundng target for terminated vested participants2021-12-31531,948
Active participant vested funding target2021-12-311,859,344
Number of active participants2021-12-3126
Total funding liabilities for active participants2021-12-311,911,475
Total participant count2021-12-3149
Total funding target for all participants2021-12-313,706,203
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31639,513
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31639,513
Present value of excess contributions2021-12-31233,559
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31246,288
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31720,667
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31653
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: PENSION PLAN FOR EMPLOYEES OF ULUPALAKUA RANCH, INC. 2020 401k membership
Market value of plan assets2020-12-314,168,528
Acturial value of plan assets2020-12-314,168,528
Funding target for retired participants and beneficiaries receiving payment2020-12-311,444,741
Number of terminated vested participants2020-12-3111
Fundng target for terminated vested participants2020-12-31488,894
Active participant vested funding target2020-12-311,640,931
Number of active participants2020-12-3124
Total funding liabilities for active participants2020-12-311,698,845
Total participant count2020-12-3149
Total funding target for all participants2020-12-313,632,480
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31528,087
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31528,087
Present value of excess contributions2020-12-31188,047
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31198,596
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31639,513
Total employer contributions2020-12-31250,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31233,559
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31233,559
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: PENSION PLAN FOR EMPLOYEES OF ULUPALAKUA RANCH, INC. 2019 401k membership
Market value of plan assets2019-12-313,307,302
Acturial value of plan assets2019-12-313,307,302
Funding target for retired participants and beneficiaries receiving payment2019-12-311,253,948
Number of terminated vested participants2019-12-3111
Fundng target for terminated vested participants2019-12-31441,274
Active participant vested funding target2019-12-311,713,343
Number of active participants2019-12-3120
Total funding liabilities for active participants2019-12-311,738,675
Total participant count2019-12-3145
Total funding target for all participants2019-12-313,433,897
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31276,860
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31276,860
Present value of excess contributions2019-12-31249,254
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31263,686
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31263,686
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31528,087
Total employer contributions2019-12-31375,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31356,559
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3188,593
Net shortfall amortization installment of oustanding balance2019-12-31654,682
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31168,512
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31168,512
Contributions allocatedtoward minimum required contributions for current year2019-12-31356,559
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: PENSION PLAN FOR EMPLOYEES OF ULUPALAKUA RANCH, INC. 2018 401k membership
Market value of plan assets2018-12-313,326,848
Acturial value of plan assets2018-12-313,326,848
Funding target for retired participants and beneficiaries receiving payment2018-12-311,304,908
Number of terminated vested participants2018-12-3112
Fundng target for terminated vested participants2018-12-31418,688
Active participant vested funding target2018-12-311,534,627
Number of active participants2018-12-3119
Total funding liabilities for active participants2018-12-311,544,426
Total participant count2018-12-3145
Total funding target for all participants2018-12-313,268,022
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31289,726
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-3142,530
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31247,196
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31276,860
Total employer contributions2018-12-31416,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31400,281
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3178,539
Net shortfall amortization installment of oustanding balance2018-12-31218,034
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31151,027
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31151,027
Contributions allocatedtoward minimum required contributions for current year2018-12-31400,281
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: PENSION PLAN FOR EMPLOYEES OF ULUPALAKUA RANCH, INC. 2017 401k membership
Market value of plan assets2017-12-313,071,358
Acturial value of plan assets2017-12-313,071,358
Funding target for retired participants and beneficiaries receiving payment2017-12-311,265,263
Number of terminated vested participants2017-12-319
Fundng target for terminated vested participants2017-12-31337,669
Active participant vested funding target2017-12-311,283,176
Number of active participants2017-12-3119
Total funding liabilities for active participants2017-12-311,311,461
Total participant count2017-12-3141
Total funding target for all participants2017-12-312,914,393
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31147,419
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31147,419
Present value of excess contributions2017-12-31127,343
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31135,187
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31135,187
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31289,726
Total employer contributions2017-12-31100,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3192,703
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3182,637
Net shortfall amortization installment of oustanding balance2017-12-31132,761
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31135,233
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3142,530
Additional cash requirement2017-12-3192,703
Contributions allocatedtoward minimum required contributions for current year2017-12-3192,703
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: PENSION PLAN FOR EMPLOYEES OF ULUPALAKUA RANCH, INC. 2016 401k membership
Market value of plan assets2016-12-312,885,678
Acturial value of plan assets2016-12-312,885,678
Funding target for retired participants and beneficiaries receiving payment2016-12-311,313,867
Number of terminated vested participants2016-12-318
Fundng target for terminated vested participants2016-12-31135,362
Active participant vested funding target2016-12-311,283,495
Number of active participants2016-12-3119
Total funding liabilities for active participants2016-12-311,316,739
Total participant count2016-12-3141
Total funding target for all participants2016-12-312,765,968
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31100,198
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31100,198
Present value of excess contributions2016-12-3143,882
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3146,660
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3146,660
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31147,419
Total employer contributions2016-12-31275,750
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31266,173
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3196,032
Net shortfall amortization installment of oustanding balance2016-12-3127,709
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31138,830
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31138,830
Contributions allocatedtoward minimum required contributions for current year2016-12-31266,173
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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