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R & W CONCRETE CONTRACTORS, INC. DEFINED BENEFIT PLAN & TRUST 401k Plan overview

Plan NameR & W CONCRETE CONTRACTORS, INC. DEFINED BENEFIT PLAN & TRUST
Plan identification number 003

R & W CONCRETE CONTRACTORS, INC. DEFINED BENEFIT PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • 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).
  • 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

R & W CONCRETE CONTRACTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:R & W CONCRETE CONTRACTORS, INC.
Employer identification number (EIN):942289925
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R & W CONCRETE CONTRACTORS, INC. DEFINED BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01BRIAN RODRIGUES2023-10-09
0032022-01-01BRIAN RODRIGUES2023-06-05
0032021-01-01BRIAN RODRIGUES2022-09-08
0032020-01-01BRIAN RODRIGUES2021-10-11
0032019-01-01BRIAN RODRIGUES2020-09-25
0032018-01-01BRIAN RODRIGUES2019-09-30
0032017-01-01BRIAN RODRIGUES2018-10-01
0032016-01-01BRIAN RODRIGUES2017-09-29
0032015-01-01BRIAN RODRIGUES2016-09-27
0032014-01-01BRIAN RODRIGUES2015-10-02
0032013-01-01BRIAN RODRIGUES2014-09-29
0032012-01-01BRIAN RODRIGUES2013-09-20
0032011-01-01BRIAN RODRIGUES2012-10-05
0032010-01-01BRIAN RODRIGUES2012-02-24

Plan Statistics for R & W CONCRETE CONTRACTORS, INC. DEFINED BENEFIT PLAN & TRUST

401k plan membership statisitcs for R & W CONCRETE CONTRACTORS, INC. DEFINED BENEFIT PLAN & TRUST

Measure Date Value
2022: R & W CONCRETE CONTRACTORS, INC. DEFINED BENEFIT PLAN & TRUST 2022 401k membership
Market value of plan assets2022-06-302,812,723
Acturial value of plan assets2022-06-302,812,729
Funding target for retired participants and beneficiaries receiving payment2022-06-300
Number of terminated vested participants2022-06-302
Fundng target for terminated vested participants2022-06-306,534
Active participant vested funding target2022-06-302,933,651
Number of active participants2022-06-304
Total funding liabilities for active participants2022-06-302,933,651
Total participant count2022-06-306
Total funding target for all participants2022-06-302,940,185
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-30361,077
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-30174,615
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-30186,462
Present value of excess contributions2022-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-30203,672
Total employer contributions2022-06-30386,192
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30381,954
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-300
Net shortfall amortization installment of oustanding balance2022-06-30336,456
Total funding amount beforereflecting carryover/prefunding balances2022-06-3015,418
Additional cash requirement2022-06-3015,418
Contributions allocatedtoward minimum required contributions for current year2022-06-30381,954
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: R & W CONCRETE CONTRACTORS, INC. DEFINED BENEFIT PLAN & TRUST 2021 401k membership
Market value of plan assets2021-12-312,997,131
Acturial value of plan assets2021-12-312,997,131
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-312
Fundng target for terminated vested participants2021-12-315,853
Active participant vested funding target2021-12-312,553,781
Number of active participants2021-12-314
Total funding liabilities for active participants2021-12-312,553,781
Total participant count2021-12-316
Total funding target for all participants2021-12-312,559,634
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31314,500
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 balance2021-12-31314,500
Present value of excess contributions2021-12-3132,950
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3132,950
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 year2021-12-31361,077
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 cost2021-12-31240,686
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31184,306
Prefunding balance elected to use to offset funding requirement2021-12-31184,306
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: R & W CONCRETE CONTRACTORS, INC. DEFINED BENEFIT PLAN & TRUST 2020 401k membership
Market value of plan assets2020-12-312,529,481
Acturial value of plan assets2020-12-312,529,481
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-315,400
Active participant vested funding target2020-12-311,981,938
Number of active participants2020-12-314
Total funding liabilities for active participants2020-12-311,982,130
Total participant count2020-12-316
Total funding target for all participants2020-12-311,987,530
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31426,960
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-31155,746
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31271,214
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 year2020-12-31314,500
Total employer contributions2020-12-31225,324
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 date2020-12-31218,449
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 cost2020-12-31394,992
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31185,499
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31185,499
Contributions allocatedtoward minimum required contributions for current year2020-12-31218,449
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: R & W CONCRETE CONTRACTORS, INC. DEFINED BENEFIT PLAN & TRUST 2019 401k membership
Market value of plan assets2019-12-312,184,805
Acturial value of plan assets2019-12-312,184,805
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-315,153
Active participant vested funding target2019-12-311,542,252
Number of active participants2019-12-315
Total funding liabilities for active participants2019-12-311,542,444
Total participant count2019-12-316
Total funding target for all participants2019-12-311,547,597
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3129,682
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 balance2019-12-3129,682
Present value of excess contributions2019-12-31452,254
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31452,254
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31400,000
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 year2019-12-31426,960
Total employer contributions2019-12-3120,000
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 date2019-12-3119,367
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 cost2019-12-31370,282
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31183,773
Prefunding balance elected to use to offset funding requirement2019-12-31164,406
Additional cash requirement2019-12-3119,367
Contributions allocatedtoward minimum required contributions for current year2019-12-3119,367
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: R & W CONCRETE CONTRACTORS, INC. DEFINED BENEFIT PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-311,371,665
Acturial value of plan assets2018-12-311,371,665
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-314,727
Active participant vested funding target2018-12-311,056,387
Number of active participants2018-12-314
Total funding liabilities for active participants2018-12-311,056,556
Total participant count2018-12-315
Total funding target for all participants2018-12-311,061,283
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3125,281
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 balance2018-12-3125,281
Present value of excess contributions2018-12-31428,561
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31428,561
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 year2018-12-3129,682
Total employer contributions2018-12-31555,285
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 date2018-12-31538,536
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 cost2018-12-31365,263
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3186,282
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3186,282
Contributions allocatedtoward minimum required contributions for current year2018-12-31538,536
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: R & W CONCRETE CONTRACTORS, INC. DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-311,053,458
Acturial value of plan assets2017-12-311,053,458
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31680,641
Number of active participants2017-12-315
Total funding liabilities for active participants2017-12-31680,641
Total participant count2017-12-315
Total funding target for all participants2017-12-31680,641
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3123,581
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 balance2017-12-3123,581
Present value of excess contributions2017-12-31274,072
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31274,072
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 year2017-12-3125,281
Total employer contributions2017-12-31438,375
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 date2017-12-31428,561
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 cost2017-12-31272,054
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 year2017-12-31428,561
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: R & W CONCRETE CONTRACTORS, INC. DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-31470,389
Acturial value of plan assets2016-12-31470,389
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31376,586
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-31376,586
Total participant count2016-12-315
Total funding target for all participants2016-12-31376,586
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3124,664
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 balance2016-12-3124,664
Present value of excess contributions2016-12-3191,824
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3191,824
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 year2016-12-3123,581
Total employer contributions2016-12-31461,630
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 date2016-12-31447,646
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-31242,310
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 balances2016-12-31173,574
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31173,574
Contributions allocatedtoward minimum required contributions for current year2016-12-31447,646
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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