401k Plan data: DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN plan

DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN 401k Plan overview

Plan Name	DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN
Plan identification number	001

DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
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).
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

DUNCAN METAL SPINNING COMPANY has sponsored the creation of one or more 401k plans.

Company Name: DUNCAN METAL SPINNING COMPANY

Employer identification number (EIN): 340938444

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-02-01
001 2022-02-01
001 2021-02-01
001 2021-02-01
001 2020-02-01
001 2019-02-01
001 2017-02-01
001 2016-02-01
001 2013-02-01 JOSEPH DUNCAN 2014-11-14
001 2012-02-01 JOSEPH DUNCAN 2013-11-19 JOSEPH DUNCAN 2013-11-19
001 2011-02-01 JOSEPH DUNCAN 2012-06-07
001 2010-02-01 JOSEPH DUNCAN 2011-07-12
001 2007-02-01

Plan Statistics for DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN

401k plan membership statisitcs for DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN

Measure Date Value
2023: DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN 2023 401k membership
Market value of plan assets 2023-10-31 330,588
Acturial value of plan assets 2023-10-31 330,588
Funding target for retired participants and beneficiaries receiving payment 2023-10-31 43,700
Number of terminated vested participants 2023-10-31 1
Fundng target for terminated vested participants 2023-10-31 61,867
Active participant vested funding target 2023-10-31 244,748
Number of active participants 2023-10-31 5
Total funding liabilities for active participants 2023-10-31 244,748
Total participant count 2023-10-31 7
Total funding target for all participants 2023-10-31 350,315
Balance at beginning of prior year after applicable adjustments 2023-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-10-31 107
Carryover balanced portion elected for use to offset prior years funding requirement 2023-10-31 0
Prefunding balanced used to offset prior years funding requirement 2023-10-31 0
Amount remaining of carryover balance 2023-10-31 0
Amount remaining of prefunding balance 2023-10-31 107
Present value of excess contributions 2023-10-31 11,013
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-10-31 11,628
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-10-31 0
Reductions in caryover balances due to elections or deemed elections 2023-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-10-31 0
Balance of carryovers at beginning of current year 2023-10-31 0
Balance of prefunding at beginning of current year 2023-10-31 98
Total employer contributions 2023-10-31 6,316
Total employee contributions 2023-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-10-31 6,097
Unpaid minimum required contributions for all prior years 2023-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-10-31 0
Remaining amount of unpaid minimum required contributions 2023-10-31 0
Minimum required contributions for current year target normal cost 2023-10-31 0
Net shortfall amortization installment of oustanding balance 2023-10-31 19,825
Waiver amortization installment 2023-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-10-31 1,816
Additional cash requirement 2023-10-31 1,816
Contributions allocatedtoward minimum required contributions for current year 2023-10-31 6,097
Unpaid minimum required contributions for current year 2023-10-31 0
Unpaid minimum required contributions for all years 2023-10-31 0
Market value of plan assets 2023-01-31 559,070
Acturial value of plan assets 2023-01-31 559,070
Funding target for retired participants and beneficiaries receiving payment 2023-01-31 54,071
Number of terminated vested participants 2023-01-31 2
Fundng target for terminated vested participants 2023-01-31 83,228
Active participant vested funding target 2023-01-31 327,370
Number of active participants 2023-01-31 6
Total funding liabilities for active participants 2023-01-31 327,370
Total participant count 2023-01-31 10
Total funding target for all participants 2023-01-31 464,669
Balance at beginning of prior year after applicable adjustments 2023-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-01-31 96
Carryover balanced portion elected for use to offset prior years funding requirement 2023-01-31 0
Prefunding balanced used to offset prior years funding requirement 2023-01-31 0
Amount remaining of carryover balance 2023-01-31 0
Amount remaining of prefunding balance 2023-01-31 96
Present value of excess contributions 2023-01-31 37,019
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-01-31 39,085
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-01-31 0
Reductions in caryover balances due to elections or deemed elections 2023-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-01-31 0
Balance of carryovers at beginning of current year 2023-01-31 0
Balance of prefunding at beginning of current year 2023-01-31 107
Total employer contributions 2023-01-31 11,465
Total employee contributions 2023-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-01-31 11,013
Unpaid minimum required contributions for all prior years 2023-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-01-31 0
Remaining amount of unpaid minimum required contributions 2023-01-31 0
Minimum required contributions for current year target normal cost 2023-01-31 0
Net shortfall amortization installment of oustanding balance 2023-01-31 0
Waiver amortization installment 2023-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-01-31 0
Carryover balance elected to use to offset funding requirement 2023-01-31 0
Prefunding balance elected to use to offset funding requirement 2023-01-31 0
Additional cash requirement 2023-01-31 0
Contributions allocatedtoward minimum required contributions for current year 2023-01-31 11,013
Unpaid minimum required contributions for current year 2023-01-31 0
Unpaid minimum required contributions for all years 2023-01-31 0
2022: DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets 2022-01-31 478,621
Acturial value of plan assets 2022-01-31 478,621
Funding target for retired participants and beneficiaries receiving payment 2022-01-31 117,914
Number of terminated vested participants 2022-01-31 3
Fundng target for terminated vested participants 2022-01-31 110,522
Active participant vested funding target 2022-01-31 308,559
Number of active participants 2022-01-31 6
Total funding liabilities for active participants 2022-01-31 308,559
Total participant count 2022-01-31 12
Total funding target for all participants 2022-01-31 536,995
Balance at beginning of prior year after applicable adjustments 2022-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-01-31 79
Carryover balanced portion elected for use to offset prior years funding requirement 2022-01-31 0
Prefunding balanced used to offset prior years funding requirement 2022-01-31 0
Amount remaining of carryover balance 2022-01-31 0
Amount remaining of prefunding balance 2022-01-31 79
Present value of excess contributions 2022-01-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-01-31 36,139
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-01-31 0
Reductions in caryover balances due to elections or deemed elections 2022-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-01-31 0
Balance of carryovers at beginning of current year 2022-01-31 0
Balance of prefunding at beginning of current year 2022-01-31 96
Total employer contributions 2022-01-31 45,860
Total employee contributions 2022-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-01-31 42,468
Unpaid minimum required contributions for all prior years 2022-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-01-31 0
Remaining amount of unpaid minimum required contributions 2022-01-31 0
Minimum required contributions for current year target normal cost 2022-01-31 0
Net shortfall amortization installment of oustanding balance 2022-01-31 58,440
Waiver amortization installment 2022-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-01-31 5,449
Additional cash requirement 2022-01-31 5,449
Contributions allocatedtoward minimum required contributions for current year 2022-01-31 42,468
Unpaid minimum required contributions for current year 2022-01-31 0
Unpaid minimum required contributions for all years 2022-01-31 0
2021: DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets 2021-01-31 688,645
Acturial value of plan assets 2021-01-31 688,645
Funding target for retired participants and beneficiaries receiving payment 2021-01-31 161,854
Number of terminated vested participants 2021-01-31 5
Fundng target for terminated vested participants 2021-01-31 201,888
Active participant vested funding target 2021-01-31 412,959
Number of active participants 2021-01-31 7
Total funding liabilities for active participants 2021-01-31 412,959
Total participant count 2021-01-31 18
Total funding target for all participants 2021-01-31 776,701
Balance at beginning of prior year after applicable adjustments 2021-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-01-31 68
Carryover balanced portion elected for use to offset prior years funding requirement 2021-01-31 0
Prefunding balanced used to offset prior years funding requirement 2021-01-31 0
Amount remaining of carryover balance 2021-01-31 0
Amount remaining of prefunding balance 2021-01-31 68
Present value of excess contributions 2021-01-31 2,142
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-01-31 2,261
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-01-31 0
Reductions in caryover balances due to elections or deemed elections 2021-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-01-31 0
Balance of carryovers at beginning of current year 2021-01-31 0
Balance of prefunding at beginning of current year 2021-01-31 79
Total employer contributions 2021-01-31 34,395
Total employee contributions 2021-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-01-31 42,459
Liquidity shortfalls end of Q1 2021-01-31 0
Liquidity shortfalls end of Q2 2021-01-31 0
Liquidity shortfalls end of Q3 2021-01-31 0
Liquidity shortfalls end of Q4 2021-01-31 0
Unpaid minimum required contributions for all prior years 2021-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-01-31 0
Remaining amount of unpaid minimum required contributions 2021-01-31 0
Minimum required contributions for current year target normal cost 2021-01-31 0
Net shortfall amortization installment of oustanding balance 2021-01-31 88,135
Waiver amortization installment 2021-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-01-31 8,275
Additional cash requirement 2021-01-31 8,275
Contributions allocatedtoward minimum required contributions for current year 2021-01-31 42,459
Unpaid minimum required contributions for current year 2021-01-31 0
Unpaid minimum required contributions for all years 2021-01-31 0
2020: DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets 2020-01-31 560,219
Acturial value of plan assets 2020-01-31 560,219
Funding target for retired participants and beneficiaries receiving payment 2020-01-31 230,955
Number of terminated vested participants 2020-01-31 6
Fundng target for terminated vested participants 2020-01-31 195,185
Active participant vested funding target 2020-01-31 397,217
Number of active participants 2020-01-31 7
Total funding liabilities for active participants 2020-01-31 397,217
Total participant count 2020-01-31 18
Total funding target for all participants 2020-01-31 823,357
Balance at beginning of prior year after applicable adjustments 2020-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-01-31 73
Carryover balanced portion elected for use to offset prior years funding requirement 2020-01-31 0
Prefunding balanced used to offset prior years funding requirement 2020-01-31 0
Amount remaining of carryover balance 2020-01-31 0
Amount remaining of prefunding balance 2020-01-31 73
Present value of excess contributions 2020-01-31 286
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-01-31 302
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-01-31 0
Reductions in caryover balances due to elections or deemed elections 2020-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-01-31 0
Balance of carryovers at beginning of current year 2020-01-31 0
Balance of prefunding at beginning of current year 2020-01-31 68
Total employer contributions 2020-01-31 66,200
Total employee contributions 2020-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-01-31 61,545
Liquidity shortfalls end of Q1 2020-01-31 0
Liquidity shortfalls end of Q2 2020-01-31 0
Liquidity shortfalls end of Q3 2020-01-31 0
Liquidity shortfalls end of Q4 2020-01-31 0
Unpaid minimum required contributions for all prior years 2020-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-01-31 0
Remaining amount of unpaid minimum required contributions 2020-01-31 0
Minimum required contributions for current year target normal cost 2020-01-31 0
Net shortfall amortization installment of oustanding balance 2020-01-31 263,206
Waiver amortization installment 2020-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-01-31 59,403
Additional cash requirement 2020-01-31 59,403
Contributions allocatedtoward minimum required contributions for current year 2020-01-31 61,545
Unpaid minimum required contributions for current year 2020-01-31 0
Unpaid minimum required contributions for all years 2020-01-31 0
2019: DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets 2019-01-31 987,987
Acturial value of plan assets 2019-01-31 987,987
Funding target for retired participants and beneficiaries receiving payment 2019-01-31 242,399
Number of terminated vested participants 2019-01-31 11
Fundng target for terminated vested participants 2019-01-31 383,884
Active participant vested funding target 2019-01-31 521,530
Number of active participants 2019-01-31 9
Total funding liabilities for active participants 2019-01-31 521,530
Total participant count 2019-01-31 25
Total funding target for all participants 2019-01-31 1,147,813
Balance at beginning of prior year after applicable adjustments 2019-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-01-31 66
Carryover balanced portion elected for use to offset prior years funding requirement 2019-01-31 0
Prefunding balanced used to offset prior years funding requirement 2019-01-31 0
Amount remaining of carryover balance 2019-01-31 0
Amount remaining of prefunding balance 2019-01-31 66
Present value of excess contributions 2019-01-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-01-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-01-31 0
Reductions in caryover balances due to elections or deemed elections 2019-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-01-31 0
Balance of carryovers at beginning of current year 2019-01-31 0
Balance of prefunding at beginning of current year 2019-01-31 73
Total employer contributions 2019-01-31 26,812
Total employee contributions 2019-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-01-31 24,857
Liquidity shortfalls end of Q1 2019-01-31 0
Liquidity shortfalls end of Q2 2019-01-31 0
Liquidity shortfalls end of Q3 2019-01-31 0
Liquidity shortfalls end of Q4 2019-01-31 0
Unpaid minimum required contributions for all prior years 2019-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-01-31 0
Remaining amount of unpaid minimum required contributions 2019-01-31 0
Minimum required contributions for current year target normal cost 2019-01-31 0
Net shortfall amortization installment of oustanding balance 2019-01-31 159,899
Waiver amortization installment 2019-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-01-31 24,571
Additional cash requirement 2019-01-31 24,571
Contributions allocatedtoward minimum required contributions for current year 2019-01-31 24,857
Unpaid minimum required contributions for current year 2019-01-31 0
Unpaid minimum required contributions for all years 2019-01-31 0
2018: DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets 2018-01-31 865,120
Acturial value of plan assets 2018-01-31 865,120
Funding target for retired participants and beneficiaries receiving payment 2018-01-31 245,793
Number of terminated vested participants 2018-01-31 10
Fundng target for terminated vested participants 2018-01-31 326,426
Active participant vested funding target 2018-01-31 478,158
Number of active participants 2018-01-31 10
Total funding liabilities for active participants 2018-01-31 478,158
Total participant count 2018-01-31 25
Total funding target for all participants 2018-01-31 1,050,377
Balance at beginning of prior year after applicable adjustments 2018-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-01-31 60
Carryover balanced portion elected for use to offset prior years funding requirement 2018-01-31 0
Prefunding balanced used to offset prior years funding requirement 2018-01-31 0
Amount remaining of carryover balance 2018-01-31 0
Amount remaining of prefunding balance 2018-01-31 60
Present value of excess contributions 2018-01-31 16,343
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-01-31 17,345
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-01-31 0
Reductions in caryover balances due to elections or deemed elections 2018-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-01-31 0
Balance of carryovers at beginning of current year 2018-01-31 0
Balance of prefunding at beginning of current year 2018-01-31 66
Total employer contributions 2018-01-31 34,055
Total employee contributions 2018-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-01-31 31,247
Liquidity shortfalls end of Q1 2018-01-31 0
Liquidity shortfalls end of Q2 2018-01-31 0
Liquidity shortfalls end of Q3 2018-01-31 0
Liquidity shortfalls end of Q4 2018-01-31 0
Unpaid minimum required contributions for all prior years 2018-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-01-31 0
Remaining amount of unpaid minimum required contributions 2018-01-31 0
Minimum required contributions for current year target normal cost 2018-01-31 0
Net shortfall amortization installment of oustanding balance 2018-01-31 185,323
Waiver amortization installment 2018-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-01-31 35,132
Additional cash requirement 2018-01-31 35,132
Contributions allocatedtoward minimum required contributions for current year 2018-01-31 31,247
Unpaid minimum required contributions for current year 2018-01-31 3,885
Unpaid minimum required contributions for all years 2018-01-31 3,885
2017: DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets 2017-01-31 783,620
Acturial value of plan assets 2017-01-31 783,620
Funding target for retired participants and beneficiaries receiving payment 2017-01-31 253,662
Number of terminated vested participants 2017-01-31 10
Fundng target for terminated vested participants 2017-01-31 296,209
Active participant vested funding target 2017-01-31 435,155
Number of active participants 2017-01-31 10
Total funding liabilities for active participants 2017-01-31 435,155
Total participant count 2017-01-31 26
Total funding target for all participants 2017-01-31 985,026
Balance at beginning of prior year after applicable adjustments 2017-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-01-31 58
Carryover balanced portion elected for use to offset prior years funding requirement 2017-01-31 0
Prefunding balanced used to offset prior years funding requirement 2017-01-31 0
Amount remaining of carryover balance 2017-01-31 0
Amount remaining of prefunding balance 2017-01-31 58
Present value of excess contributions 2017-01-31 7,862
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-01-31 8,380
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-01-31 0
Reductions in caryover balances due to elections or deemed elections 2017-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-01-31 0
Balance of carryovers at beginning of current year 2017-01-31 0
Balance of prefunding at beginning of current year 2017-01-31 60
Total employer contributions 2017-01-31 50,875
Total employee contributions 2017-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-01-31 47,906
Liquidity shortfalls end of Q1 2017-01-31 0
Liquidity shortfalls end of Q2 2017-01-31 0
Liquidity shortfalls end of Q3 2017-01-31 0
Liquidity shortfalls end of Q4 2017-01-31 0
Unpaid minimum required contributions for all prior years 2017-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-01-31 0
Remaining amount of unpaid minimum required contributions 2017-01-31 0
Minimum required contributions for current year target normal cost 2017-01-31 0
Net shortfall amortization installment of oustanding balance 2017-01-31 201,406
Waiver amortization installment 2017-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-01-31 31,563
Additional cash requirement 2017-01-31 31,563
Contributions allocatedtoward minimum required contributions for current year 2017-01-31 47,906
Unpaid minimum required contributions for current year 2017-01-31 0
Unpaid minimum required contributions for all years 2017-01-31 0

Measure	Date	Value
2023: DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN 2023 401k membership
Market value of plan assets	2023-10-31	330,588
Acturial value of plan assets	2023-10-31	330,588
Funding target for retired participants and beneficiaries receiving payment	2023-10-31	43,700
Number of terminated vested participants	2023-10-31	1
Fundng target for terminated vested participants	2023-10-31	61,867
Active participant vested funding target	2023-10-31	244,748
Number of active participants	2023-10-31	5
Total funding liabilities for active participants	2023-10-31	244,748
Total participant count	2023-10-31	7
Total funding target for all participants	2023-10-31	350,315
Balance at beginning of prior year after applicable adjustments	2023-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-10-31	107
Carryover balanced portion elected for use to offset prior years funding requirement	2023-10-31	0
Prefunding balanced used to offset prior years funding requirement	2023-10-31	0
Amount remaining of carryover balance	2023-10-31	0
Amount remaining of prefunding balance	2023-10-31	107
Present value of excess contributions	2023-10-31	11,013
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-10-31	11,628
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-10-31	0
Reductions in caryover balances due to elections or deemed elections	2023-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-10-31	0
Balance of carryovers at beginning of current year	2023-10-31	0
Balance of prefunding at beginning of current year	2023-10-31	98
Total employer contributions	2023-10-31	6,316
Total employee contributions	2023-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-10-31	6,097
Unpaid minimum required contributions for all prior years	2023-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-10-31	0
Remaining amount of unpaid minimum required contributions	2023-10-31	0
Minimum required contributions for current year target normal cost	2023-10-31	0
Net shortfall amortization installment of oustanding balance	2023-10-31	19,825
Waiver amortization installment	2023-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-10-31	1,816
Additional cash requirement	2023-10-31	1,816
Contributions allocatedtoward minimum required contributions for current year	2023-10-31	6,097
Unpaid minimum required contributions for current year	2023-10-31	0
Unpaid minimum required contributions for all years	2023-10-31	0
Market value of plan assets	2023-01-31	559,070
Acturial value of plan assets	2023-01-31	559,070
Funding target for retired participants and beneficiaries receiving payment	2023-01-31	54,071
Number of terminated vested participants	2023-01-31	2
Fundng target for terminated vested participants	2023-01-31	83,228
Active participant vested funding target	2023-01-31	327,370
Number of active participants	2023-01-31	6
Total funding liabilities for active participants	2023-01-31	327,370
Total participant count	2023-01-31	10
Total funding target for all participants	2023-01-31	464,669
Balance at beginning of prior year after applicable adjustments	2023-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-01-31	96
Carryover balanced portion elected for use to offset prior years funding requirement	2023-01-31	0
Prefunding balanced used to offset prior years funding requirement	2023-01-31	0
Amount remaining of carryover balance	2023-01-31	0
Amount remaining of prefunding balance	2023-01-31	96
Present value of excess contributions	2023-01-31	37,019
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-01-31	39,085
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-01-31	0
Reductions in caryover balances due to elections or deemed elections	2023-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-01-31	0
Balance of carryovers at beginning of current year	2023-01-31	0
Balance of prefunding at beginning of current year	2023-01-31	107
Total employer contributions	2023-01-31	11,465
Total employee contributions	2023-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-01-31	11,013
Unpaid minimum required contributions for all prior years	2023-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-01-31	0
Remaining amount of unpaid minimum required contributions	2023-01-31	0
Minimum required contributions for current year target normal cost	2023-01-31	0
Net shortfall amortization installment of oustanding balance	2023-01-31	0
Waiver amortization installment	2023-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-01-31	0
Carryover balance elected to use to offset funding requirement	2023-01-31	0
Prefunding balance elected to use to offset funding requirement	2023-01-31	0
Additional cash requirement	2023-01-31	0
Contributions allocatedtoward minimum required contributions for current year	2023-01-31	11,013
Unpaid minimum required contributions for current year	2023-01-31	0
Unpaid minimum required contributions for all years	2023-01-31	0
2022: DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets	2022-01-31	478,621
Acturial value of plan assets	2022-01-31	478,621
Funding target for retired participants and beneficiaries receiving payment	2022-01-31	117,914
Number of terminated vested participants	2022-01-31	3
Fundng target for terminated vested participants	2022-01-31	110,522
Active participant vested funding target	2022-01-31	308,559
Number of active participants	2022-01-31	6
Total funding liabilities for active participants	2022-01-31	308,559
Total participant count	2022-01-31	12
Total funding target for all participants	2022-01-31	536,995
Balance at beginning of prior year after applicable adjustments	2022-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-01-31	79
Carryover balanced portion elected for use to offset prior years funding requirement	2022-01-31	0
Prefunding balanced used to offset prior years funding requirement	2022-01-31	0
Amount remaining of carryover balance	2022-01-31	0
Amount remaining of prefunding balance	2022-01-31	79
Present value of excess contributions	2022-01-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-01-31	36,139
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-01-31	0
Reductions in caryover balances due to elections or deemed elections	2022-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-01-31	0
Balance of carryovers at beginning of current year	2022-01-31	0
Balance of prefunding at beginning of current year	2022-01-31	96
Total employer contributions	2022-01-31	45,860
Total employee contributions	2022-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-01-31	42,468
Unpaid minimum required contributions for all prior years	2022-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-01-31	0
Remaining amount of unpaid minimum required contributions	2022-01-31	0
Minimum required contributions for current year target normal cost	2022-01-31	0
Net shortfall amortization installment of oustanding balance	2022-01-31	58,440
Waiver amortization installment	2022-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-01-31	5,449
Additional cash requirement	2022-01-31	5,449
Contributions allocatedtoward minimum required contributions for current year	2022-01-31	42,468
Unpaid minimum required contributions for current year	2022-01-31	0
Unpaid minimum required contributions for all years	2022-01-31	0
2021: DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets	2021-01-31	688,645
Acturial value of plan assets	2021-01-31	688,645
Funding target for retired participants and beneficiaries receiving payment	2021-01-31	161,854
Number of terminated vested participants	2021-01-31	5
Fundng target for terminated vested participants	2021-01-31	201,888
Active participant vested funding target	2021-01-31	412,959
Number of active participants	2021-01-31	7
Total funding liabilities for active participants	2021-01-31	412,959
Total participant count	2021-01-31	18
Total funding target for all participants	2021-01-31	776,701
Balance at beginning of prior year after applicable adjustments	2021-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-01-31	68
Carryover balanced portion elected for use to offset prior years funding requirement	2021-01-31	0
Prefunding balanced used to offset prior years funding requirement	2021-01-31	0
Amount remaining of carryover balance	2021-01-31	0
Amount remaining of prefunding balance	2021-01-31	68
Present value of excess contributions	2021-01-31	2,142
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-01-31	2,261
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-01-31	0
Reductions in caryover balances due to elections or deemed elections	2021-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-01-31	0
Balance of carryovers at beginning of current year	2021-01-31	0
Balance of prefunding at beginning of current year	2021-01-31	79
Total employer contributions	2021-01-31	34,395
Total employee contributions	2021-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-01-31	42,459
Liquidity shortfalls end of Q1	2021-01-31	0
Liquidity shortfalls end of Q2	2021-01-31	0
Liquidity shortfalls end of Q3	2021-01-31	0
Liquidity shortfalls end of Q4	2021-01-31	0
Unpaid minimum required contributions for all prior years	2021-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-01-31	0
Remaining amount of unpaid minimum required contributions	2021-01-31	0
Minimum required contributions for current year target normal cost	2021-01-31	0
Net shortfall amortization installment of oustanding balance	2021-01-31	88,135
Waiver amortization installment	2021-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-01-31	8,275
Additional cash requirement	2021-01-31	8,275
Contributions allocatedtoward minimum required contributions for current year	2021-01-31	42,459
Unpaid minimum required contributions for current year	2021-01-31	0
Unpaid minimum required contributions for all years	2021-01-31	0
2020: DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets	2020-01-31	560,219
Acturial value of plan assets	2020-01-31	560,219
Funding target for retired participants and beneficiaries receiving payment	2020-01-31	230,955
Number of terminated vested participants	2020-01-31	6
Fundng target for terminated vested participants	2020-01-31	195,185
Active participant vested funding target	2020-01-31	397,217
Number of active participants	2020-01-31	7
Total funding liabilities for active participants	2020-01-31	397,217
Total participant count	2020-01-31	18
Total funding target for all participants	2020-01-31	823,357
Balance at beginning of prior year after applicable adjustments	2020-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-01-31	73
Carryover balanced portion elected for use to offset prior years funding requirement	2020-01-31	0
Prefunding balanced used to offset prior years funding requirement	2020-01-31	0
Amount remaining of carryover balance	2020-01-31	0
Amount remaining of prefunding balance	2020-01-31	73
Present value of excess contributions	2020-01-31	286
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-01-31	302
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-01-31	0
Reductions in caryover balances due to elections or deemed elections	2020-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-01-31	0
Balance of carryovers at beginning of current year	2020-01-31	0
Balance of prefunding at beginning of current year	2020-01-31	68
Total employer contributions	2020-01-31	66,200
Total employee contributions	2020-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-01-31	61,545
Liquidity shortfalls end of Q1	2020-01-31	0
Liquidity shortfalls end of Q2	2020-01-31	0
Liquidity shortfalls end of Q3	2020-01-31	0
Liquidity shortfalls end of Q4	2020-01-31	0
Unpaid minimum required contributions for all prior years	2020-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-01-31	0
Remaining amount of unpaid minimum required contributions	2020-01-31	0
Minimum required contributions for current year target normal cost	2020-01-31	0
Net shortfall amortization installment of oustanding balance	2020-01-31	263,206
Waiver amortization installment	2020-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-01-31	59,403
Additional cash requirement	2020-01-31	59,403
Contributions allocatedtoward minimum required contributions for current year	2020-01-31	61,545
Unpaid minimum required contributions for current year	2020-01-31	0
Unpaid minimum required contributions for all years	2020-01-31	0
2019: DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets	2019-01-31	987,987
Acturial value of plan assets	2019-01-31	987,987
Funding target for retired participants and beneficiaries receiving payment	2019-01-31	242,399
Number of terminated vested participants	2019-01-31	11
Fundng target for terminated vested participants	2019-01-31	383,884
Active participant vested funding target	2019-01-31	521,530
Number of active participants	2019-01-31	9
Total funding liabilities for active participants	2019-01-31	521,530
Total participant count	2019-01-31	25
Total funding target for all participants	2019-01-31	1,147,813
Balance at beginning of prior year after applicable adjustments	2019-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-01-31	66
Carryover balanced portion elected for use to offset prior years funding requirement	2019-01-31	0
Prefunding balanced used to offset prior years funding requirement	2019-01-31	0
Amount remaining of carryover balance	2019-01-31	0
Amount remaining of prefunding balance	2019-01-31	66
Present value of excess contributions	2019-01-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-01-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-01-31	0
Reductions in caryover balances due to elections or deemed elections	2019-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-01-31	0
Balance of carryovers at beginning of current year	2019-01-31	0
Balance of prefunding at beginning of current year	2019-01-31	73
Total employer contributions	2019-01-31	26,812
Total employee contributions	2019-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-01-31	24,857
Liquidity shortfalls end of Q1	2019-01-31	0
Liquidity shortfalls end of Q2	2019-01-31	0
Liquidity shortfalls end of Q3	2019-01-31	0
Liquidity shortfalls end of Q4	2019-01-31	0
Unpaid minimum required contributions for all prior years	2019-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-01-31	0
Remaining amount of unpaid minimum required contributions	2019-01-31	0
Minimum required contributions for current year target normal cost	2019-01-31	0
Net shortfall amortization installment of oustanding balance	2019-01-31	159,899
Waiver amortization installment	2019-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-01-31	24,571
Additional cash requirement	2019-01-31	24,571
Contributions allocatedtoward minimum required contributions for current year	2019-01-31	24,857
Unpaid minimum required contributions for current year	2019-01-31	0
Unpaid minimum required contributions for all years	2019-01-31	0
2018: DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets	2018-01-31	865,120
Acturial value of plan assets	2018-01-31	865,120
Funding target for retired participants and beneficiaries receiving payment	2018-01-31	245,793
Number of terminated vested participants	2018-01-31	10
Fundng target for terminated vested participants	2018-01-31	326,426
Active participant vested funding target	2018-01-31	478,158
Number of active participants	2018-01-31	10
Total funding liabilities for active participants	2018-01-31	478,158
Total participant count	2018-01-31	25
Total funding target for all participants	2018-01-31	1,050,377
Balance at beginning of prior year after applicable adjustments	2018-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-01-31	60
Carryover balanced portion elected for use to offset prior years funding requirement	2018-01-31	0
Prefunding balanced used to offset prior years funding requirement	2018-01-31	0
Amount remaining of carryover balance	2018-01-31	0
Amount remaining of prefunding balance	2018-01-31	60
Present value of excess contributions	2018-01-31	16,343
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-01-31	17,345
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-01-31	0
Reductions in caryover balances due to elections or deemed elections	2018-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-01-31	0
Balance of carryovers at beginning of current year	2018-01-31	0
Balance of prefunding at beginning of current year	2018-01-31	66
Total employer contributions	2018-01-31	34,055
Total employee contributions	2018-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-01-31	31,247
Liquidity shortfalls end of Q1	2018-01-31	0
Liquidity shortfalls end of Q2	2018-01-31	0
Liquidity shortfalls end of Q3	2018-01-31	0
Liquidity shortfalls end of Q4	2018-01-31	0
Unpaid minimum required contributions for all prior years	2018-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-01-31	0
Remaining amount of unpaid minimum required contributions	2018-01-31	0
Minimum required contributions for current year target normal cost	2018-01-31	0
Net shortfall amortization installment of oustanding balance	2018-01-31	185,323
Waiver amortization installment	2018-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-01-31	35,132
Additional cash requirement	2018-01-31	35,132
Contributions allocatedtoward minimum required contributions for current year	2018-01-31	31,247
Unpaid minimum required contributions for current year	2018-01-31	3,885
Unpaid minimum required contributions for all years	2018-01-31	3,885
2017: DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets	2017-01-31	783,620
Acturial value of plan assets	2017-01-31	783,620
Funding target for retired participants and beneficiaries receiving payment	2017-01-31	253,662
Number of terminated vested participants	2017-01-31	10
Fundng target for terminated vested participants	2017-01-31	296,209
Active participant vested funding target	2017-01-31	435,155
Number of active participants	2017-01-31	10
Total funding liabilities for active participants	2017-01-31	435,155
Total participant count	2017-01-31	26
Total funding target for all participants	2017-01-31	985,026
Balance at beginning of prior year after applicable adjustments	2017-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-01-31	58
Carryover balanced portion elected for use to offset prior years funding requirement	2017-01-31	0
Prefunding balanced used to offset prior years funding requirement	2017-01-31	0
Amount remaining of carryover balance	2017-01-31	0
Amount remaining of prefunding balance	2017-01-31	58
Present value of excess contributions	2017-01-31	7,862
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-01-31	8,380
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-01-31	0
Reductions in caryover balances due to elections or deemed elections	2017-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-01-31	0
Balance of carryovers at beginning of current year	2017-01-31	0
Balance of prefunding at beginning of current year	2017-01-31	60
Total employer contributions	2017-01-31	50,875
Total employee contributions	2017-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-01-31	47,906
Liquidity shortfalls end of Q1	2017-01-31	0
Liquidity shortfalls end of Q2	2017-01-31	0
Liquidity shortfalls end of Q3	2017-01-31	0
Liquidity shortfalls end of Q4	2017-01-31	0
Unpaid minimum required contributions for all prior years	2017-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-01-31	0
Remaining amount of unpaid minimum required contributions	2017-01-31	0
Minimum required contributions for current year target normal cost	2017-01-31	0
Net shortfall amortization installment of oustanding balance	2017-01-31	201,406
Waiver amortization installment	2017-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-01-31	31,563
Additional cash requirement	2017-01-31	31,563
Contributions allocatedtoward minimum required contributions for current year	2017-01-31	47,906
Unpaid minimum required contributions for current year	2017-01-31	0
Unpaid minimum required contributions for all years	2017-01-31	0

Form 5500 Responses for DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN

2007: DUNCAN METAL SPINNING COMPANY RETIREMENT INCOME PLAN 2007 form 5500 responses
2007-02-01	Type of plan entity	Single employer plan
2007-02-01	Submission has been amended	No
2007-02-01	This submission is the final filing	No
2007-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-02-01	Plan is a collectively bargained plan	No

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Company Name:	DUNCAN METAL SPINNING COMPANY
Employer identification number (EIN):	340938444
NAIC Classification:	332900

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-02-01
001	2022-02-01
001	2021-02-01
001	2021-02-01
001	2020-02-01
001	2019-02-01
001	2017-02-01
001	2016-02-01
001	2013-02-01	JOSEPH DUNCAN	2014-11-14
001	2012-02-01	JOSEPH DUNCAN	2013-11-19	JOSEPH DUNCAN	2013-11-19
001	2011-02-01	JOSEPH DUNCAN	2012-06-07
001	2010-02-01	JOSEPH DUNCAN	2011-07-12
001	2007-02-01