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MOUNTAIN VIEW CEMETERY ASSOCIATION PENSION PLAN 401k Plan overview

Plan NameMOUNTAIN VIEW CEMETERY ASSOCIATION PENSION PLAN
Plan identification number 001

MOUNTAIN VIEW CEMETERY ASSOCIATION PENSION PLAN 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

MOUNTAIN VIEW CEMETERY ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:MOUNTAIN VIEW CEMETERY ASSOCIATION
Employer identification number (EIN):940700160
NAIC Classification:812220
NAIC Description:Cemeteries and Crematories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNTAIN VIEW CEMETERY ASSOCIATION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RITA PAO2023-09-28
0012021-01-01RIA PAO2022-10-10
0012020-01-01RITA PAO2021-09-22 RITA PAO2021-09-22
0012019-01-01RITA PAO2020-09-02 RITA PAO2020-09-02
0012018-01-01JEFF LINDEMAN2019-09-06
0012017-01-01JEFF LINDEMAN2018-05-08 JEFF LINDEMAN2018-05-08
0012016-01-01JEFF LINDEMAN2017-07-07 JEFF LINDEMAN2017-07-07
0012015-01-01JEFF LINDEMAN2016-08-19 JEFF LINDEMAN2016-08-19
0012014-01-01JEFF LINDEMAN2015-09-08 JEFF LINDEMAN2015-09-08
0012013-01-01JEFF LINDEMAN2014-06-20 JEFF LINDEMAN2014-06-20
0012012-01-01JEFF LINDEMAN2013-06-10 JEFF LINDEMAN2013-06-10
0012011-01-01JEFF LINDEMAN2012-09-11
0012010-01-01JEFF LINDEMAN2011-06-30

Plan Statistics for MOUNTAIN VIEW CEMETERY ASSOCIATION PENSION PLAN

401k plan membership statisitcs for MOUNTAIN VIEW CEMETERY ASSOCIATION PENSION PLAN

Measure Date Value
2022: MOUNTAIN VIEW CEMETERY ASSOCIATION PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-313,029,026
Acturial value of plan assets2022-12-313,029,026
Funding target for retired participants and beneficiaries receiving payment2022-12-31111,105
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-3168,927
Active participant vested funding target2022-12-311,750,599
Number of active participants2022-12-3113
Total funding liabilities for active participants2022-12-311,781,590
Total participant count2022-12-3117
Total funding target for all participants2022-12-311,961,622
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
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 balance2022-12-310
Present value of excess contributions2022-12-31384,560
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31384,560
Total available prior years excess cotributions added 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 year2022-12-310
Total employer contributions2022-12-310
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 date2022-12-310
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 cost2022-12-31248,990
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: MOUNTAIN VIEW CEMETERY ASSOCIATION PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-313,063,657
Acturial value of plan assets2021-12-313,063,657
Funding target for retired participants and beneficiaries receiving payment2021-12-31114,340
Number of terminated vested participants2021-12-312
Fundng target for terminated vested participants2021-12-3162,385
Active participant vested funding target2021-12-311,380,199
Number of active participants2021-12-3113
Total funding liabilities for active participants2021-12-311,403,830
Total participant count2021-12-3117
Total funding target for all participants2021-12-311,580,555
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
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 balance2021-12-310
Present value of excess contributions2021-12-311,251,479
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,251,479
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 year2021-12-310
Total employer contributions2021-12-31400,000
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 date2021-12-31384,560
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 cost2021-12-31222,062
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 year2021-12-31384,560
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: MOUNTAIN VIEW CEMETERY ASSOCIATION PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,803,757
Acturial value of plan assets2020-12-311,803,757
Funding target for retired participants and beneficiaries receiving payment2020-12-31117,687
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-3156,944
Active participant vested funding target2020-12-311,281,039
Number of active participants2020-12-3113
Total funding liabilities for active participants2020-12-311,299,648
Total participant count2020-12-3117
Total funding target for all participants2020-12-311,474,279
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
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 balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
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 year2020-12-310
Total employer contributions2020-12-311,300,000
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 date2020-12-311,251,479
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 cost2020-12-31202,934
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 year2020-12-311,251,479
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: MOUNTAIN VIEW CEMETERY ASSOCIATION PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,956,902
Acturial value of plan assets2019-12-311,956,902
Funding target for retired participants and beneficiaries receiving payment2019-12-31123,904
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-3155,147
Active participant vested funding target2019-12-311,354,504
Number of active participants2019-12-3112
Total funding liabilities for active participants2019-12-311,359,732
Total participant count2019-12-3116
Total funding target for all participants2019-12-311,538,783
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
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 balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-310
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 date2019-12-310
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 cost2019-12-31161,669
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: MOUNTAIN VIEW CEMETERY ASSOCIATION PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,690,567
Acturial value of plan assets2018-12-311,690,567
Funding target for retired participants and beneficiaries receiving payment2018-12-31126,874
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-3149,793
Active participant vested funding target2018-12-311,082,006
Number of active participants2018-12-3112
Total funding liabilities for active participants2018-12-311,110,446
Total participant count2018-12-3116
Total funding target for all participants2018-12-311,287,113
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31504,290
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31504,290
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 year2018-12-310
Total employer contributions2018-12-310
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 date2018-12-310
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 cost2018-12-31132,575
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: MOUNTAIN VIEW CEMETERY ASSOCIATION PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,351,405
Acturial value of plan assets2017-12-311,351,405
Funding target for retired participants and beneficiaries receiving payment2017-12-31123,530
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-3143,224
Active participant vested funding target2017-12-31801,660
Number of active participants2017-12-3110
Total funding liabilities for active participants2017-12-31836,051
Total participant count2017-12-3114
Total funding target for all participants2017-12-311,002,805
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Present value of excess contributions2017-12-31181,438
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31181,438
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-310
Total employer contributions2017-12-31500,000
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 date2017-12-31504,290
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 cost2017-12-31122,371
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31504,290
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: MOUNTAIN VIEW CEMETERY ASSOCIATION PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,651,473
Acturial value of plan assets2016-12-311,651,473
Funding target for retired participants and beneficiaries receiving payment2016-12-31125,056
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-3137,641
Active participant vested funding target2016-12-311,163,045
Number of active participants2016-12-3114
Total funding liabilities for active participants2016-12-311,204,364
Total participant count2016-12-3118
Total funding target for all participants2016-12-311,367,061
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Present value of excess contributions2016-12-31263,646
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31263,646
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-310
Total employer contributions2016-12-31183,610
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 date2016-12-31181,438
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 cost2016-12-31126,822
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31181,438
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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