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UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 401k Plan overview

Plan NameUAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN
Plan identification number 001

UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT 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).
  • 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).

401k Sponsoring company profile

UAW LOCAL 509 has sponsored the creation of one or more 401k plans.

Company Name:UAW LOCAL 509
Employer identification number (EIN):954501869
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MARCOS VILLARREAL
0012023-01-01
0012023-01-01MARCOS VILLARREAL
0012022-01-01
0012022-01-01MARCOS VILLARREAL
0012021-01-01
0012021-01-01MARCOS VILLARREAL
0012020-01-01
0012019-01-01
0012017-01-01GLORIA CONTRERAS
0012016-01-01GLORIA CONTRERAS
0012015-01-01GENE HURD
0012014-01-01GENE HURD
0012013-01-01GENE HURD
0012012-01-01GENE HURD
0012011-01-01GENE HURD
0012010-01-01GENE HURD GENE HURD2011-08-31
0012009-01-01FRED FRUEH

Plan Statistics for UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN

401k plan membership statisitcs for UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN

Measure Date Value
2023: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-31293,567
Acturial value of plan assets2022-12-31296,389
Funding target for retired participants and beneficiaries receiving payment2022-12-31312,030
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-310
Number of active participants2022-12-310
Total funding liabilities for active participants2022-12-310
Total participant count2022-12-312
Total funding target for all participants2022-12-31312,030
Balance at beginning of prior year after applicable adjustments2022-12-316,926
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 balance2022-12-316,926
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-312
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-312
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 year2022-12-316,932
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-312,174
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 date2022-12-312,096
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 cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-3122,573
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-312,086
Additional cash requirement2022-12-312,086
Contributions allocatedtoward minimum required contributions for current year2022-12-312,096
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-31301,753
Acturial value of plan assets2021-12-31305,571
Funding target for retired participants and beneficiaries receiving payment2021-12-31334,152
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-310
Number of active participants2021-12-310
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-312
Total funding target for all participants2021-12-31334,152
Balance at beginning of prior year after applicable adjustments2021-12-316,898
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 balance2021-12-316,898
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3118
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3119
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 year2021-12-316,926
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3121,966
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 date2021-12-3121,102
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 cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-3135,507
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3121,100
Additional cash requirement2021-12-3121,100
Contributions allocatedtoward minimum required contributions for current year2021-12-3121,102
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-31300,463
Acturial value of plan assets2020-12-31301,798
Funding target for retired participants and beneficiaries receiving payment2020-12-31432,891
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-310
Number of active participants2020-12-310
Total funding liabilities for active participants2020-12-310
Total participant count2020-12-313
Total funding target for all participants2020-12-31432,891
Balance at beginning of prior year after applicable adjustments2020-12-316,757
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 balance2020-12-316,757
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3118
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3119
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 year2020-12-316,898
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3137,207
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 date2020-12-3135,750
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 balance2020-12-31137,991
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3135,732
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3135,732
Contributions allocatedtoward minimum required contributions for current year2020-12-3135,750
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-31304,607
Acturial value of plan assets2019-12-31309,455
Funding target for retired participants and beneficiaries receiving payment2019-12-31441,351
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-310
Number of active participants2019-12-310
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-313
Total funding target for all participants2019-12-31441,351
Balance at beginning of prior year after applicable adjustments2019-12-316,641
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 balance2019-12-316,641
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-314
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-314
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 year2019-12-316,757
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3133,437
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 date2019-12-3132,075
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
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 cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-31138,653
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3132,057
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3132,057
Contributions allocatedtoward minimum required contributions for current year2019-12-3132,075
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-31308,961
Acturial value of plan assets2018-12-31315,265
Funding target for retired participants and beneficiaries receiving payment2018-12-31432,200
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-310
Number of active participants2018-12-310
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-313
Total funding target for all participants2018-12-31432,200
Balance at beginning of prior year after applicable adjustments2018-12-316,588
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 balance2018-12-316,588
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3128
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3128
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 year2018-12-316,641
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3134,158
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 date2018-12-3132,756
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
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 cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-31123,576
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3132,752
Additional cash requirement2018-12-3132,752
Contributions allocatedtoward minimum required contributions for current year2018-12-3132,756
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-31309,392
Acturial value of plan assets2017-12-31316,571
Funding target for retired participants and beneficiaries receiving payment2017-12-31437,069
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-310
Number of active participants2017-12-310
Total funding liabilities for active participants2017-12-310
Total participant count2017-12-313
Total funding target for all participants2017-12-31437,069
Balance at beginning of prior year after applicable adjustments2017-12-316,570
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
Amount remaining of carryover balance2017-12-316,570
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-314
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-314
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 year2017-12-316,588
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3140,910
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 date2017-12-3139,162
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-31127,086
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3139,134
Additional cash requirement2017-12-3139,134
Contributions allocatedtoward minimum required contributions for current year2017-12-3139,162
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-31312,072
Acturial value of plan assets2016-12-31319,773
Funding target for retired participants and beneficiaries receiving payment2016-12-31441,487
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-310
Number of active participants2016-12-310
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-313
Total funding target for all participants2016-12-31441,487
Balance at beginning of prior year after applicable adjustments2016-12-316,565
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 balance2016-12-316,565
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3165
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3169
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 year2016-12-316,570
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3140,295
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 date2016-12-3138,510
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 cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-31128,284
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3138,506
Additional cash requirement2016-12-3138,506
Contributions allocatedtoward minimum required contributions for current year2016-12-3138,510
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-011
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN

Measure Date Value
2023 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2023 401k financial data
Total income from all sources2023-12-31$17,266
Expenses. Total of all expenses incurred2023-12-31$30,281
Benefits paid (including direct rollovers)2023-12-31$30,281
Total plan assets at end of year2023-12-31$256,700
Total plan assets at beginning of year2023-12-31$269,715
Value of fidelity bond covering the plan2023-12-31$40,000
Other income received2023-12-31$12,766
Net income (gross income less expenses)2023-12-31$-13,015
Net plan assets at end of year (total assets less liabilities)2023-12-31$256,700
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$269,715
Total contributions received or receivable from employer(s)2023-12-31$4,500
2022 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2022 401k financial data
Total income from all sources2022-12-31$6,328
Expenses. Total of all expenses incurred2022-12-31$30,281
Benefits paid (including direct rollovers)2022-12-31$30,281
Total plan assets at end of year2022-12-31$269,715
Total plan assets at beginning of year2022-12-31$293,668
Value of fidelity bond covering the plan2022-12-31$40,000
Other income received2022-12-31$4,154
Net income (gross income less expenses)2022-12-31$-23,953
Net plan assets at end of year (total assets less liabilities)2022-12-31$269,715
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$293,668
Total contributions received or receivable from employer(s)2022-12-31$2,174
2021 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2021 401k financial data
Total income from all sources2021-12-31$22,010
Expenses. Total of all expenses incurred2021-12-31$30,281
Benefits paid (including direct rollovers)2021-12-31$30,281
Total plan assets at end of year2021-12-31$293,668
Total plan assets at beginning of year2021-12-31$301,939
Value of fidelity bond covering the plan2021-12-31$40,000
Other income received2021-12-31$44
Net income (gross income less expenses)2021-12-31$-8,271
Net plan assets at end of year (total assets less liabilities)2021-12-31$293,668
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$301,939
Total contributions received or receivable from employer(s)2021-12-31$21,966
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2020 401k financial data
Total income from all sources2020-12-31$38,215
Expenses. Total of all expenses incurred2020-12-31$36,915
Benefits paid (including direct rollovers)2020-12-31$36,915
Total plan assets at end of year2020-12-31$301,939
Total plan assets at beginning of year2020-12-31$300,639
Value of fidelity bond covering the plan2020-12-31$40,000
Other income received2020-12-31$1,008
Net income (gross income less expenses)2020-12-31$1,300
Net plan assets at end of year (total assets less liabilities)2020-12-31$301,939
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$300,639
Total contributions received or receivable from employer(s)2020-12-31$37,207
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2019 401k financial data
Total income from all sources2019-12-31$39,402
Expenses. Total of all expenses incurred2019-12-31$43,549
Benefits paid (including direct rollovers)2019-12-31$43,549
Total plan assets at end of year2019-12-31$300,639
Total plan assets at beginning of year2019-12-31$304,786
Value of fidelity bond covering the plan2019-12-31$40,000
Other income received2019-12-31$5,965
Net income (gross income less expenses)2019-12-31$-4,147
Net plan assets at end of year (total assets less liabilities)2019-12-31$300,639
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$304,786
Total contributions received or receivable from employer(s)2019-12-31$33,437
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2018 401k financial data
Total income from all sources2018-12-31$39,149
Expenses. Total of all expenses incurred2018-12-31$43,549
Benefits paid (including direct rollovers)2018-12-31$43,549
Total plan assets at end of year2018-12-31$304,786
Total plan assets at beginning of year2018-12-31$309,186
Value of fidelity bond covering the plan2018-12-31$40,000
Other income received2018-12-31$4,991
Net income (gross income less expenses)2018-12-31$-4,400
Net plan assets at end of year (total assets less liabilities)2018-12-31$304,786
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$309,186
Total contributions received or receivable from employer(s)2018-12-31$34,158
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2017 401k financial data
Total income from all sources2017-12-31$43,111
Expenses. Total of all expenses incurred2017-12-31$43,549
Benefits paid (including direct rollovers)2017-12-31$43,549
Total plan assets at end of year2017-12-31$309,186
Total plan assets at beginning of year2017-12-31$309,624
Value of fidelity bond covering the plan2017-12-31$40,000
Other income received2017-12-31$2,201
Net income (gross income less expenses)2017-12-31$-438
Net plan assets at end of year (total assets less liabilities)2017-12-31$309,186
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$309,624
Total contributions received or receivable from employer(s)2017-12-31$40,910
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2016 401k financial data
Total income from all sources2016-12-31$40,903
Expenses. Total of all expenses incurred2016-12-31$43,549
Benefits paid (including direct rollovers)2016-12-31$43,549
Total plan assets at end of year2016-12-31$309,624
Total plan assets at beginning of year2016-12-31$312,270
Value of fidelity bond covering the plan2016-12-31$40,000
Other income received2016-12-31$608
Net income (gross income less expenses)2016-12-31$-2,646
Net plan assets at end of year (total assets less liabilities)2016-12-31$309,624
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$312,270
Total contributions received or receivable from employer(s)2016-12-31$40,295
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2015 401k financial data
Total income from all sources2015-12-31$36,362
Expenses. Total of all expenses incurred2015-12-31$43,549
Benefits paid (including direct rollovers)2015-12-31$43,549
Total plan assets at end of year2015-12-31$312,270
Total plan assets at beginning of year2015-12-31$319,457
Value of fidelity bond covering the plan2015-12-31$40,000
Other income received2015-12-31$21
Net income (gross income less expenses)2015-12-31$-7,187
Net plan assets at end of year (total assets less liabilities)2015-12-31$312,270
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$319,457
Total contributions received or receivable from employer(s)2015-12-31$36,341
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2014 401k financial data
Total income from all sources2014-12-31$58,519
Expenses. Total of all expenses incurred2014-12-31$43,549
Benefits paid (including direct rollovers)2014-12-31$43,549
Total plan assets at end of year2014-12-31$319,457
Total plan assets at beginning of year2014-12-31$304,487
Value of fidelity bond covering the plan2014-12-31$40,000
Other income received2014-12-31$19
Net income (gross income less expenses)2014-12-31$14,970
Net plan assets at end of year (total assets less liabilities)2014-12-31$319,457
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$304,487
Total contributions received or receivable from employer(s)2014-12-31$58,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2013 401k financial data
Total income from all sources2013-12-31$55,411
Expenses. Total of all expenses incurred2013-12-31$43,549
Benefits paid (including direct rollovers)2013-12-31$43,549
Total plan assets at end of year2013-12-31$304,487
Total plan assets at beginning of year2013-12-31$292,625
Value of fidelity bond covering the plan2013-12-31$40,000
Other income received2013-12-31$11
Net income (gross income less expenses)2013-12-31$11,862
Net plan assets at end of year (total assets less liabilities)2013-12-31$304,487
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$292,625
Total contributions received or receivable from employer(s)2013-12-31$55,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2012 401k financial data
Total income from all sources2012-12-31$53,908
Expenses. Total of all expenses incurred2012-12-31$41,074
Benefits paid (including direct rollovers)2012-12-31$41,074
Total plan assets at end of year2012-12-31$292,625
Total plan assets at beginning of year2012-12-31$279,791
Value of fidelity bond covering the plan2012-12-31$40,000
Other income received2012-12-31$8
Net income (gross income less expenses)2012-12-31$12,834
Net plan assets at end of year (total assets less liabilities)2012-12-31$292,625
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$279,791
Total contributions received or receivable from employer(s)2012-12-31$53,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$46,813
Expenses. Total of all expenses incurred2011-12-31$38,599
Benefits paid (including direct rollovers)2011-12-31$38,599
Total plan assets at end of year2011-12-31$279,791
Total plan assets at beginning of year2011-12-31$271,577
Value of fidelity bond covering the plan2011-12-31$40,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$13
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$8,214
Net plan assets at end of year (total assets less liabilities)2011-12-31$279,791
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$271,577
Total contributions received or receivable from employer(s)2011-12-31$46,800
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$34,420
Expenses. Total of all expenses incurred2010-12-31$38,599
Benefits paid (including direct rollovers)2010-12-31$38,599
Total plan assets at end of year2010-12-31$271,577
Total plan assets at beginning of year2010-12-31$275,756
Value of fidelity bond covering the plan2010-12-31$40,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$22
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-4,179
Net plan assets at end of year (total assets less liabilities)2010-12-31$271,577
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$275,756
Total contributions received or receivable from employer(s)2010-12-31$34,398
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN

2023: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UAW LOCAL 509 SUPPLEMENTAL DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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