401k Plan data: BARTON MALOW PENSION PLAN plan

BARTON MALOW PENSION PLAN 401k Plan overview

Plan Name	BARTON MALOW PENSION PLAN
Plan identification number	002

BARTON MALOW PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BARTON MALOW HOLDINGS LLC has sponsored the creation of one or more 401k plans.

Company Name: BARTON MALOW HOLDINGS LLC

Employer identification number (EIN): 843081538

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARTON MALOW PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-04-01
002 2021-04-01
002 2020-04-01
002 2019-04-01

Plan Statistics for BARTON MALOW PENSION PLAN

401k plan membership statisitcs for BARTON MALOW PENSION PLAN

Measure Date Value
2023: BARTON MALOW PENSION PLAN 2023 401k membership
Market value of plan assets 2023-03-31 1,285,667
Acturial value of plan assets 2023-03-31 1,238,299
Funding target for retired participants and beneficiaries receiving payment 2023-03-31 491,342
Number of terminated vested participants 2023-03-31 8
Fundng target for terminated vested participants 2023-03-31 228,410
Active participant vested funding target 2023-03-31 257,938
Number of active participants 2023-03-31 10
Total funding liabilities for active participants 2023-03-31 257,938
Total participant count 2023-03-31 33
Total funding target for all participants 2023-03-31 977,690
Balance at beginning of prior year after applicable adjustments 2023-03-31 69,894
Amount remaining of carryover balance 2023-03-31 69,894
Present value of excess contributions 2023-03-31 205,198
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-03-31 215,130
Balance of carryovers at beginning of current year 2023-03-31 70,670
Minimum required contributions for current year target normal cost 2023-03-31 21,054
Unpaid minimum required contributions for all years 2023-03-31 0
2022: BARTON MALOW PENSION PLAN 2022 401k membership
Market value of plan assets 2022-03-31 1,249,495
Acturial value of plan assets 2022-03-31 1,128,959
Funding target for retired participants and beneficiaries receiving payment 2022-03-31 525,463
Number of terminated vested participants 2022-03-31 9
Fundng target for terminated vested participants 2022-03-31 343,787
Active participant vested funding target 2022-03-31 313,159
Number of active participants 2022-03-31 12
Total funding liabilities for active participants 2022-03-31 313,159
Total participant count 2022-03-31 36
Total funding target for all participants 2022-03-31 1,182,409
Balance at beginning of prior year after applicable adjustments 2022-03-31 52,846
Amount remaining of carryover balance 2022-03-31 52,846
Present value of excess contributions 2022-03-31 21
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-03-31 21
Balance of carryovers at beginning of current year 2022-03-31 69,894
Total employer contributions 2022-03-31 321,240
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-03-31 301,021
Minimum required contributions for current year target normal cost 2022-03-31 41,826
Net shortfall amortization installment of oustanding balance 2022-03-31 123,344
Total funding amount beforereflecting carryover/prefunding balances 2022-03-31 95,823
Additional cash requirement 2022-03-31 95,823
Contributions allocatedtoward minimum required contributions for current year 2022-03-31 301,021
Unpaid minimum required contributions for all years 2022-03-31 0
2021: BARTON MALOW PENSION PLAN 2021 401k membership
Market value of plan assets 2021-03-31 931,959
Acturial value of plan assets 2021-03-31 1,017,174
Funding target for retired participants and beneficiaries receiving payment 2021-03-31 480,307
Number of terminated vested participants 2021-03-31 9
Fundng target for terminated vested participants 2021-03-31 231,008
Active participant vested funding target 2021-03-31 400,627
Number of active participants 2021-03-31 13
Total funding liabilities for active participants 2021-03-31 400,627
Total participant count 2021-03-31 36
Total funding target for all participants 2021-03-31 1,111,942
Balance at beginning of prior year after applicable adjustments 2021-03-31 55,668
Amount remaining of carryover balance 2021-03-31 55,668
Present value of excess contributions 2021-03-31 5
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-03-31 5
Balance of carryovers at beginning of current year 2021-03-31 52,846
Total employer contributions 2021-03-31 111,266
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-03-31 105,801
Minimum required contributions for current year target normal cost 2021-03-31 55,276
Net shortfall amortization installment of oustanding balance 2021-03-31 147,614
Total funding amount beforereflecting carryover/prefunding balances 2021-03-31 105,780
Additional cash requirement 2021-03-31 105,780
Contributions allocatedtoward minimum required contributions for current year 2021-03-31 105,801
Unpaid minimum required contributions for all years 2021-03-31 0
2020: BARTON MALOW PENSION PLAN 2020 401k membership
Market value of plan assets 2020-03-31 1,143,689
Acturial value of plan assets 2020-03-31 1,147,267
Funding target for retired participants and beneficiaries receiving payment 2020-03-31 388,434
Number of terminated vested participants 2020-03-31 14
Fundng target for terminated vested participants 2020-03-31 299,778
Active participant vested funding target 2020-03-31 474,829
Number of active participants 2020-03-31 15
Total funding liabilities for active participants 2020-03-31 474,829
Total participant count 2020-03-31 43
Total funding target for all participants 2020-03-31 1,163,041
Balance at beginning of prior year after applicable adjustments 2020-03-31 53,506
Amount remaining of carryover balance 2020-03-31 53,506
Present value of excess contributions 2020-03-31 148,250
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-03-31 156,626
Balance of carryovers at beginning of current year 2020-03-31 55,668
Total employer contributions 2020-03-31 79,759
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-03-31 76,441
Minimum required contributions for current year target normal cost 2020-03-31 43,382
Net shortfall amortization installment of oustanding balance 2020-03-31 71,442
Total funding amount beforereflecting carryover/prefunding balances 2020-03-31 76,436
Additional cash requirement 2020-03-31 76,436
Contributions allocatedtoward minimum required contributions for current year 2020-03-31 76,441
Unpaid minimum required contributions for all years 2020-03-31 0

Measure	Date	Value
2023: BARTON MALOW PENSION PLAN 2023 401k membership
Market value of plan assets	2023-03-31	1,285,667
Acturial value of plan assets	2023-03-31	1,238,299
Funding target for retired participants and beneficiaries receiving payment	2023-03-31	491,342
Number of terminated vested participants	2023-03-31	8
Fundng target for terminated vested participants	2023-03-31	228,410
Active participant vested funding target	2023-03-31	257,938
Number of active participants	2023-03-31	10
Total funding liabilities for active participants	2023-03-31	257,938
Total participant count	2023-03-31	33
Total funding target for all participants	2023-03-31	977,690
Balance at beginning of prior year after applicable adjustments	2023-03-31	69,894
Amount remaining of carryover balance	2023-03-31	69,894
Present value of excess contributions	2023-03-31	205,198
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-03-31	215,130
Balance of carryovers at beginning of current year	2023-03-31	70,670
Minimum required contributions for current year target normal cost	2023-03-31	21,054
Unpaid minimum required contributions for all years	2023-03-31	0
2022: BARTON MALOW PENSION PLAN 2022 401k membership
Market value of plan assets	2022-03-31	1,249,495
Acturial value of plan assets	2022-03-31	1,128,959
Funding target for retired participants and beneficiaries receiving payment	2022-03-31	525,463
Number of terminated vested participants	2022-03-31	9
Fundng target for terminated vested participants	2022-03-31	343,787
Active participant vested funding target	2022-03-31	313,159
Number of active participants	2022-03-31	12
Total funding liabilities for active participants	2022-03-31	313,159
Total participant count	2022-03-31	36
Total funding target for all participants	2022-03-31	1,182,409
Balance at beginning of prior year after applicable adjustments	2022-03-31	52,846
Amount remaining of carryover balance	2022-03-31	52,846
Present value of excess contributions	2022-03-31	21
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-03-31	21
Balance of carryovers at beginning of current year	2022-03-31	69,894
Total employer contributions	2022-03-31	321,240
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-03-31	301,021
Minimum required contributions for current year target normal cost	2022-03-31	41,826
Net shortfall amortization installment of oustanding balance	2022-03-31	123,344
Total funding amount beforereflecting carryover/prefunding balances	2022-03-31	95,823
Additional cash requirement	2022-03-31	95,823
Contributions allocatedtoward minimum required contributions for current year	2022-03-31	301,021
Unpaid minimum required contributions for all years	2022-03-31	0
2021: BARTON MALOW PENSION PLAN 2021 401k membership
Market value of plan assets	2021-03-31	931,959
Acturial value of plan assets	2021-03-31	1,017,174
Funding target for retired participants and beneficiaries receiving payment	2021-03-31	480,307
Number of terminated vested participants	2021-03-31	9
Fundng target for terminated vested participants	2021-03-31	231,008
Active participant vested funding target	2021-03-31	400,627
Number of active participants	2021-03-31	13
Total funding liabilities for active participants	2021-03-31	400,627
Total participant count	2021-03-31	36
Total funding target for all participants	2021-03-31	1,111,942
Balance at beginning of prior year after applicable adjustments	2021-03-31	55,668
Amount remaining of carryover balance	2021-03-31	55,668
Present value of excess contributions	2021-03-31	5
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-03-31	5
Balance of carryovers at beginning of current year	2021-03-31	52,846
Total employer contributions	2021-03-31	111,266
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-03-31	105,801
Minimum required contributions for current year target normal cost	2021-03-31	55,276
Net shortfall amortization installment of oustanding balance	2021-03-31	147,614
Total funding amount beforereflecting carryover/prefunding balances	2021-03-31	105,780
Additional cash requirement	2021-03-31	105,780
Contributions allocatedtoward minimum required contributions for current year	2021-03-31	105,801
Unpaid minimum required contributions for all years	2021-03-31	0
2020: BARTON MALOW PENSION PLAN 2020 401k membership
Market value of plan assets	2020-03-31	1,143,689
Acturial value of plan assets	2020-03-31	1,147,267
Funding target for retired participants and beneficiaries receiving payment	2020-03-31	388,434
Number of terminated vested participants	2020-03-31	14
Fundng target for terminated vested participants	2020-03-31	299,778
Active participant vested funding target	2020-03-31	474,829
Number of active participants	2020-03-31	15
Total funding liabilities for active participants	2020-03-31	474,829
Total participant count	2020-03-31	43
Total funding target for all participants	2020-03-31	1,163,041
Balance at beginning of prior year after applicable adjustments	2020-03-31	53,506
Amount remaining of carryover balance	2020-03-31	53,506
Present value of excess contributions	2020-03-31	148,250
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-03-31	156,626
Balance of carryovers at beginning of current year	2020-03-31	55,668
Total employer contributions	2020-03-31	79,759
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-03-31	76,441
Minimum required contributions for current year target normal cost	2020-03-31	43,382
Net shortfall amortization installment of oustanding balance	2020-03-31	71,442
Total funding amount beforereflecting carryover/prefunding balances	2020-03-31	76,436
Additional cash requirement	2020-03-31	76,436
Contributions allocatedtoward minimum required contributions for current year	2020-03-31	76,441
Unpaid minimum required contributions for all years	2020-03-31	0

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Company Name:	BARTON MALOW HOLDINGS LLC
Employer identification number (EIN):	843081538
NAIC Classification:	236200