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Plan Name | BLS TRUCKING, INC. CASH BALANCE PENSION PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | BLS TRUCKING, INC. |
Employer identification number (EIN): | 311416094 |
NAIC Classification: | 484110 |
NAIC Description: | General Freight Trucking, Local |
Additional information about BLS TRUCKING, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1994-09-20 |
Company Identification Number: | 881570 |
Legal Registered Office Address: |
333 WOODS LAND MEADOWS DR - VANDALIA United States of America (USA) 45377 |
More information about BLS TRUCKING, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-07-01 | KIMBERLEY A. FOSTER | 2023-01-24 | ||
002 | 2021-07-01 | KIMBERLEY A. FOSTER | 2023-01-16 | ||
002 | 2020-07-01 | KIMBERLEY A. FOSTER | 2021-12-10 | ||
002 | 2019-07-01 | KIMBERLEY A. FOSTER | 2020-12-18 | ||
002 | 2018-07-01 | KIMBERLEY A. FOSTER | 2020-01-08 | ||
002 | 2017-07-01 | KIMBERLEY A. FOSTER | 2019-01-09 | ||
002 | 2016-07-01 | KIMBERLEY A. FOSTER | 2018-01-19 | ||
002 | 2015-07-01 | KIMBERLEY A. FOSTER | 2017-01-23 | ||
002 | 2014-07-01 | KIMBERLEY A. FOSTER | 2015-12-14 | ||
002 | 2013-07-01 | KIMBERLEY A. FOSTER | 2015-04-01 |
Measure | Date | Value |
---|---|---|
2021: BLS TRUCKING, INC. CASH BALANCE PENSION PLAN 2021 401k membership | ||
Market value of plan assets | 2021-06-30 | 3,636,209 |
Acturial value of plan assets | 2021-06-30 | 3,636,209 |
Funding target for retired participants and beneficiaries receiving payment | 2021-06-30 | 0 |
Number of terminated vested participants | 2021-06-30 | 22 |
Fundng target for terminated vested participants | 2021-06-30 | 78,645 |
Active participant vested funding target | 2021-06-30 | 3,313,954 |
Number of active participants | 2021-06-30 | 88 |
Total funding liabilities for active participants | 2021-06-30 | 3,317,050 |
Total participant count | 2021-06-30 | 110 |
Total funding target for all participants | 2021-06-30 | 3,395,695 |
Balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-06-30 | 0 |
Amount remaining of carryover balance | 2021-06-30 | 0 |
Amount remaining of prefunding balance | 2021-06-30 | 0 |
Present value of excess contributions | 2021-06-30 | 335,614 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-06-30 | 351,925 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-06-30 | 0 |
Balance of carryovers at beginning of current year | 2021-06-30 | 0 |
Balance of prefunding at beginning of current year | 2021-06-30 | 0 |
Total employer contributions | 2021-06-30 | 0 |
Total employee contributions | 2021-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-06-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-06-30 | 0 |
Waiver amortization installment | 2021-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-06-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-06-30 | 0 |
Additional cash requirement | 2021-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-06-30 | 0 |
Unpaid minimum required contributions for current year | 2021-06-30 | 0 |
Unpaid minimum required contributions for all years | 2021-06-30 | 0 |
2020: BLS TRUCKING, INC. CASH BALANCE PENSION PLAN 2020 401k membership | ||
Market value of plan assets | 2020-06-30 | 3,023,435 |
Acturial value of plan assets | 2020-06-30 | 3,023,435 |
Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 0 |
Number of terminated vested participants | 2020-06-30 | 22 |
Fundng target for terminated vested participants | 2020-06-30 | 61,787 |
Active participant vested funding target | 2020-06-30 | 2,746,741 |
Number of active participants | 2020-06-30 | 83 |
Total funding liabilities for active participants | 2020-06-30 | 2,748,668 |
Total participant count | 2020-06-30 | 105 |
Total funding target for all participants | 2020-06-30 | 2,810,455 |
Balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-06-30 | 0 |
Amount remaining of carryover balance | 2020-06-30 | 0 |
Amount remaining of prefunding balance | 2020-06-30 | 0 |
Present value of excess contributions | 2020-06-30 | 265,424 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 278,271 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-06-30 | 0 |
Balance of carryovers at beginning of current year | 2020-06-30 | 0 |
Balance of prefunding at beginning of current year | 2020-06-30 | 0 |
Total employer contributions | 2020-06-30 | 600,801 |
Total employee contributions | 2020-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 563,388 |
Unpaid minimum required contributions for all prior years | 2020-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-06-30 | 440,754 |
Net shortfall amortization installment of oustanding balance | 2020-06-30 | 0 |
Waiver amortization installment | 2020-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 227,774 |
Carryover balance elected to use to offset funding requirement | 2020-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-06-30 | 0 |
Additional cash requirement | 2020-06-30 | 227,774 |
Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 563,388 |
Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
Unpaid minimum required contributions for all years | 2020-06-30 | 0 |
2019: BLS TRUCKING, INC. CASH BALANCE PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-06-30 | 2,504,943 |
Acturial value of plan assets | 2019-06-30 | 2,504,943 |
Funding target for retired participants and beneficiaries receiving payment | 2019-06-30 | 0 |
Number of terminated vested participants | 2019-06-30 | 18 |
Fundng target for terminated vested participants | 2019-06-30 | 47,584 |
Active participant vested funding target | 2019-06-30 | 2,236,530 |
Number of active participants | 2019-06-30 | 78 |
Total funding liabilities for active participants | 2019-06-30 | 2,240,814 |
Total participant count | 2019-06-30 | 96 |
Total funding target for all participants | 2019-06-30 | 2,288,398 |
Balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-06-30 | 0 |
Amount remaining of carryover balance | 2019-06-30 | 0 |
Amount remaining of prefunding balance | 2019-06-30 | 0 |
Present value of excess contributions | 2019-06-30 | 235,158 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-06-30 | 246,916 |
Balance of carryovers at beginning of current year | 2019-06-30 | 0 |
Balance of prefunding at beginning of current year | 2019-06-30 | 0 |
Total employer contributions | 2019-06-30 | 509,597 |
Total employee contributions | 2019-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-30 | 476,532 |
Unpaid minimum required contributions for all prior years | 2019-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-06-30 | 427,653 |
Net shortfall amortization installment of oustanding balance | 2019-06-30 | 0 |
Waiver amortization installment | 2019-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-06-30 | 211,108 |
Carryover balance elected to use to offset funding requirement | 2019-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-06-30 | 0 |
Additional cash requirement | 2019-06-30 | 211,108 |
Contributions allocatedtoward minimum required contributions for current year | 2019-06-30 | 476,532 |
Unpaid minimum required contributions for current year | 2019-06-30 | 0 |
Unpaid minimum required contributions for all years | 2019-06-30 | 0 |
2018: BLS TRUCKING, INC. CASH BALANCE PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-06-30 | 2,032,705 |
Acturial value of plan assets | 2018-06-30 | 2,032,705 |
Funding target for retired participants and beneficiaries receiving payment | 2018-06-30 | 0 |
Number of terminated vested participants | 2018-06-30 | 18 |
Fundng target for terminated vested participants | 2018-06-30 | 41,511 |
Active participant vested funding target | 2018-06-30 | 1,783,696 |
Number of active participants | 2018-06-30 | 77 |
Total funding liabilities for active participants | 2018-06-30 | 1,783,696 |
Total participant count | 2018-06-30 | 95 |
Total funding target for all participants | 2018-06-30 | 1,825,207 |
Balance at beginning of prior year after applicable adjustments | 2018-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-06-30 | 0 |
Amount remaining of carryover balance | 2018-06-30 | 0 |
Amount remaining of prefunding balance | 2018-06-30 | 0 |
Present value of excess contributions | 2018-06-30 | 265,679 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-30 | 265,679 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-06-30 | 0 |
Balance of carryovers at beginning of current year | 2018-06-30 | 0 |
Balance of prefunding at beginning of current year | 2018-06-30 | 0 |
Total employer contributions | 2018-06-30 | 480,066 |
Total employee contributions | 2018-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-30 | 472,198 |
Unpaid minimum required contributions for all prior years | 2018-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-06-30 | 444,538 |
Net shortfall amortization installment of oustanding balance | 2018-06-30 | 0 |
Waiver amortization installment | 2018-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-06-30 | 237,040 |
Carryover balance elected to use to offset funding requirement | 2018-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-06-30 | 0 |
Additional cash requirement | 2018-06-30 | 237,040 |
Contributions allocatedtoward minimum required contributions for current year | 2018-06-30 | 472,198 |
Unpaid minimum required contributions for current year | 2018-06-30 | 0 |
Unpaid minimum required contributions for all years | 2018-06-30 | 0 |
2017: BLS TRUCKING, INC. CASH BALANCE PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-06-30 | 1,445,060 |
Acturial value of plan assets | 2017-06-30 | 1,445,060 |
Funding target for retired participants and beneficiaries receiving payment | 2017-06-30 | 0 |
Number of terminated vested participants | 2017-06-30 | 12 |
Fundng target for terminated vested participants | 2017-06-30 | 16,977 |
Active participant vested funding target | 2017-06-30 | 1,248,151 |
Number of active participants | 2017-06-30 | 73 |
Total funding liabilities for active participants | 2017-06-30 | 1,248,151 |
Total participant count | 2017-06-30 | 85 |
Total funding target for all participants | 2017-06-30 | 1,265,128 |
Balance at beginning of prior year after applicable adjustments | 2017-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-06-30 | 0 |
Amount remaining of carryover balance | 2017-06-30 | 0 |
Amount remaining of prefunding balance | 2017-06-30 | 0 |
Present value of excess contributions | 2017-06-30 | 217,481 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 217,481 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-06-30 | 0 |
Balance of carryovers at beginning of current year | 2017-06-30 | 0 |
Balance of prefunding at beginning of current year | 2017-06-30 | 0 |
Total employer contributions | 2017-06-30 | 519,800 |
Total employee contributions | 2017-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 507,047 |
Unpaid minimum required contributions for all prior years | 2017-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-06-30 | 421,300 |
Net shortfall amortization installment of oustanding balance | 2017-06-30 | 0 |
Waiver amortization installment | 2017-06-30 | 0 |
Waived amount of outstanding balance | 2017-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 241,368 |
Carryover balance elected to use to offset funding requirement | 2017-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-06-30 | 0 |
Additional cash requirement | 2017-06-30 | 241,368 |
Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 507,047 |
Unpaid minimum required contributions for current year | 2017-06-30 | 0 |
Unpaid minimum required contributions for all years | 2017-06-30 | 0 |