401k Plan data: CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN plan

CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN 401k Plan overview

Plan Name	CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN
Plan identification number	002

CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN Benefits

401k Plan Type

Defined 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).
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

CLIFFORD-JACOBS FORGING COMPANY has sponsored the creation of one or more 401k plans.

Company Name: CLIFFORD-JACOBS FORGING COMPANY

Employer identification number (EIN): 370220380

NAIC Classification: 332110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 LINDSAY A. CARNEY 2023-10-06 LINDSAY A. CARNEY 2023-10-06
002 2021-01-01 LINDSAY A. CARNEY 2022-09-13 LINDSAY A. CARNEY 2022-09-13
002 2020-01-01 LINDSAY A. CARNEY 2021-10-06 LINDSAY A. CARNEY 2021-10-06
002 2019-01-01 LINDSAY A. CARNEY 2020-10-12 LINDSAY A. CARNEY 2020-10-12
002 2018-01-01 LINDSAY A. CARNEY 2019-10-10 LINDSAY A. CARNEY 2019-10-10
002 2017-01-01 LINDSAY A. CARNEY 2018-10-08 LINDSAY A. CARNEY 2018-10-08
002 2016-01-01 LINDSAY A. CARNEY 2017-09-22 LINDSAY A. CARNEY 2017-09-22
002 2015-01-01 LINDSAY A. CARNEY 2016-10-03 LINDSAY A. CARNEY 2016-10-03
002 2014-01-01 LINDSAY A. CARNEY 2015-09-26 LINDSAY A. CARNEY 2015-09-26
002 2013-01-01 LINDSAY A. CARNEY 2014-10-15 LINDSAY A. CARNEY 2014-10-15
002 2012-01-01 STANLEY G. BURTON 2013-07-11 STANLEY G. BURTON 2013-07-11
002 2011-01-01 STANLEY G. BURTON 2012-10-05 STANLEY G. BURTON 2012-10-05
002 2010-01-01 STANLEY G. BURTON 2011-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	LINDSAY A. CARNEY	2023-10-06	LINDSAY A. CARNEY	2023-10-06
002	2021-01-01	LINDSAY A. CARNEY	2022-09-13	LINDSAY A. CARNEY	2022-09-13
002	2020-01-01	LINDSAY A. CARNEY	2021-10-06	LINDSAY A. CARNEY	2021-10-06
002	2019-01-01	LINDSAY A. CARNEY	2020-10-12	LINDSAY A. CARNEY	2020-10-12
002	2018-01-01	LINDSAY A. CARNEY	2019-10-10	LINDSAY A. CARNEY	2019-10-10
002	2017-01-01	LINDSAY A. CARNEY	2018-10-08	LINDSAY A. CARNEY	2018-10-08
002	2016-01-01	LINDSAY A. CARNEY	2017-09-22	LINDSAY A. CARNEY	2017-09-22
002	2015-01-01	LINDSAY A. CARNEY	2016-10-03	LINDSAY A. CARNEY	2016-10-03
002	2014-01-01	LINDSAY A. CARNEY	2015-09-26	LINDSAY A. CARNEY	2015-09-26
002	2013-01-01	LINDSAY A. CARNEY	2014-10-15	LINDSAY A. CARNEY	2014-10-15
002	2012-01-01	STANLEY G. BURTON	2013-07-11	STANLEY G. BURTON	2013-07-11
002	2011-01-01	STANLEY G. BURTON	2012-10-05	STANLEY G. BURTON	2012-10-05
002	2010-01-01	STANLEY G. BURTON	2011-10-11

Plan Statistics for CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN

401k plan membership statisitcs for CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN

Measure Date Value
2022: CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,333,488
Acturial value of plan assets 2022-12-31 1,333,488
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 865,012
Number of terminated vested participants 2022-12-31 8
Fundng target for terminated vested participants 2022-12-31 83,995
Active participant vested funding target 2022-12-31 51,281
Number of active participants 2022-12-31 7
Total funding liabilities for active participants 2022-12-31 51,281
Total participant count 2022-12-31 35
Total funding target for all participants 2022-12-31 1,000,288
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 14,579
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 15,372
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 35,000
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,387,515
Acturial value of plan assets 2021-12-31 1,387,515
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 1,109,145
Number of terminated vested participants 2021-12-31 8
Fundng target for terminated vested participants 2021-12-31 76,258
Active participant vested funding target 2021-12-31 67,317
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 67,317
Total participant count 2021-12-31 37
Total funding target for all participants 2021-12-31 1,252,720
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 45,901
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 48,274
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 15,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 14,579
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 40,000
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 14,579
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,475,572
Acturial value of plan assets 2020-12-31 1,475,572
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 1,287,149
Number of terminated vested participants 2020-12-31 8
Fundng target for terminated vested participants 2020-12-31 75,189
Active participant vested funding target 2020-12-31 65,264
Number of active participants 2020-12-31 8
Total funding liabilities for active participants 2020-12-31 65,264
Total participant count 2020-12-31 43
Total funding target for all participants 2020-12-31 1,427,602
Balance at beginning of prior year after applicable adjustments 2020-12-31 14,910
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 2,866
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 14,910
Amount remaining of prefunding balance 2020-12-31 2,866
Present value of excess contributions 2020-12-31 520
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 548
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 17,009
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 3,270
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 47,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 45,901
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 40,000
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 45,901
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,515,126
Acturial value of plan assets 2019-12-31 1,515,216
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 1,464,115
Number of terminated vested participants 2019-12-31 8
Fundng target for terminated vested participants 2019-12-31 68,636
Active participant vested funding target 2019-12-31 131,492
Number of active participants 2019-12-31 10
Total funding liabilities for active participants 2019-12-31 131,492
Total participant count 2019-12-31 47
Total funding target for all participants 2019-12-31 1,664,243
Balance at beginning of prior year after applicable adjustments 2019-12-31 15,468
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 2,973
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 15,468
Amount remaining of prefunding balance 2019-12-31 2,973
Present value of excess contributions 2019-12-31 251
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 265
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 14,910
Balance of prefunding at beginning of current year 2019-12-31 2,866
Total employer contributions 2019-12-31 86,500
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 83,947
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 47,000
Net shortfall amortization installment of oustanding balance 2019-12-31 166,893
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 83,427
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 83,427
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 83,947
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,881,783
Acturial value of plan assets 2018-12-31 1,881,783
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,730,446
Number of terminated vested participants 2018-12-31 7
Fundng target for terminated vested participants 2018-12-31 60,768
Active participant vested funding target 2018-12-31 143,380
Number of active participants 2018-12-31 13
Total funding liabilities for active participants 2018-12-31 143,380
Total participant count 2018-12-31 53
Total funding target for all participants 2018-12-31 1,934,594
Balance at beginning of prior year after applicable adjustments 2018-12-31 14,235
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 2,736
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 14,235
Amount remaining of prefunding balance 2018-12-31 2,736
Present value of excess contributions 2018-12-31 40,871
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 43,148
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 15,468
Balance of prefunding at beginning of current year 2018-12-31 2,973
Total employer contributions 2018-12-31 88,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 85,891
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 54,000
Net shortfall amortization installment of oustanding balance 2018-12-31 248,497
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 85,640
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 85,640
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 85,891
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,007,172
Acturial value of plan assets 2017-12-31 2,007,172
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 1,994,322
Number of terminated vested participants 2017-12-31 8
Fundng target for terminated vested participants 2017-12-31 74,406
Active participant vested funding target 2017-12-31 130,397
Number of active participants 2017-12-31 13
Total funding liabilities for active participants 2017-12-31 130,397
Total participant count 2017-12-31 56
Total funding target for all participants 2017-12-31 2,199,125
Balance at beginning of prior year after applicable adjustments 2017-12-31 15,281
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 2,626
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 1,617
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 13,664
Amount remaining of prefunding balance 2017-12-31 2,626
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 14,235
Balance of prefunding at beginning of current year 2017-12-31 2,736
Total employer contributions 2017-12-31 138,531
Total employee contributions 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 136,089
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 54,000
Net shortfall amortization installment of oustanding balance 2017-12-31 392,090
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 95,218
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 95,218
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 136,089
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,264,500
Acturial value of plan assets 2016-12-31 2,264,500
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 2,233,455
Number of terminated vested participants 2016-12-31 8
Fundng target for terminated vested participants 2016-12-31 68,462
Active participant vested funding target 2016-12-31 189,116
Number of active participants 2016-12-31 15
Total funding liabilities for active participants 2016-12-31 189,116
Total participant count 2016-12-31 61
Total funding target for all participants 2016-12-31 2,491,033
Balance at beginning of prior year after applicable adjustments 2016-12-31 15,299
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 2,629
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 15,299
Amount remaining of prefunding balance 2016-12-31 2,629
Present value of excess contributions 2016-12-31 69,014
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 73,141
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 15,281
Balance of prefunding at beginning of current year 2016-12-31 2,626
Total employer contributions 2016-12-31 130,317
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 124,953
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 54,000
Net shortfall amortization installment of oustanding balance 2016-12-31 338,442
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 126,570
Carryover balance elected to use to offset funding requirement 2016-12-31 1,617
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 124,953
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 124,953
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,333,488
Acturial value of plan assets	2022-12-31	1,333,488
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	865,012
Number of terminated vested participants	2022-12-31	8
Fundng target for terminated vested participants	2022-12-31	83,995
Active participant vested funding target	2022-12-31	51,281
Number of active participants	2022-12-31	7
Total funding liabilities for active participants	2022-12-31	51,281
Total participant count	2022-12-31	35
Total funding target for all participants	2022-12-31	1,000,288
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	14,579
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	15,372
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	35,000
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,387,515
Acturial value of plan assets	2021-12-31	1,387,515
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	1,109,145
Number of terminated vested participants	2021-12-31	8
Fundng target for terminated vested participants	2021-12-31	76,258
Active participant vested funding target	2021-12-31	67,317
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	67,317
Total participant count	2021-12-31	37
Total funding target for all participants	2021-12-31	1,252,720
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	45,901
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	48,274
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	15,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	14,579
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	40,000
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	14,579
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,475,572
Acturial value of plan assets	2020-12-31	1,475,572
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,287,149
Number of terminated vested participants	2020-12-31	8
Fundng target for terminated vested participants	2020-12-31	75,189
Active participant vested funding target	2020-12-31	65,264
Number of active participants	2020-12-31	8
Total funding liabilities for active participants	2020-12-31	65,264
Total participant count	2020-12-31	43
Total funding target for all participants	2020-12-31	1,427,602
Balance at beginning of prior year after applicable adjustments	2020-12-31	14,910
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	2,866
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	14,910
Amount remaining of prefunding balance	2020-12-31	2,866
Present value of excess contributions	2020-12-31	520
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	548
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	17,009
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	3,270
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	47,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	45,901
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	40,000
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	45,901
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,515,126
Acturial value of plan assets	2019-12-31	1,515,216
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	1,464,115
Number of terminated vested participants	2019-12-31	8
Fundng target for terminated vested participants	2019-12-31	68,636
Active participant vested funding target	2019-12-31	131,492
Number of active participants	2019-12-31	10
Total funding liabilities for active participants	2019-12-31	131,492
Total participant count	2019-12-31	47
Total funding target for all participants	2019-12-31	1,664,243
Balance at beginning of prior year after applicable adjustments	2019-12-31	15,468
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	2,973
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	15,468
Amount remaining of prefunding balance	2019-12-31	2,973
Present value of excess contributions	2019-12-31	251
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	265
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	14,910
Balance of prefunding at beginning of current year	2019-12-31	2,866
Total employer contributions	2019-12-31	86,500
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	83,947
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	47,000
Net shortfall amortization installment of oustanding balance	2019-12-31	166,893
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	83,427
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	83,427
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	83,947
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,881,783
Acturial value of plan assets	2018-12-31	1,881,783
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,730,446
Number of terminated vested participants	2018-12-31	7
Fundng target for terminated vested participants	2018-12-31	60,768
Active participant vested funding target	2018-12-31	143,380
Number of active participants	2018-12-31	13
Total funding liabilities for active participants	2018-12-31	143,380
Total participant count	2018-12-31	53
Total funding target for all participants	2018-12-31	1,934,594
Balance at beginning of prior year after applicable adjustments	2018-12-31	14,235
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	2,736
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	14,235
Amount remaining of prefunding balance	2018-12-31	2,736
Present value of excess contributions	2018-12-31	40,871
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	43,148
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	15,468
Balance of prefunding at beginning of current year	2018-12-31	2,973
Total employer contributions	2018-12-31	88,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	85,891
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	54,000
Net shortfall amortization installment of oustanding balance	2018-12-31	248,497
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	85,640
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	85,640
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	85,891
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,007,172
Acturial value of plan assets	2017-12-31	2,007,172
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,994,322
Number of terminated vested participants	2017-12-31	8
Fundng target for terminated vested participants	2017-12-31	74,406
Active participant vested funding target	2017-12-31	130,397
Number of active participants	2017-12-31	13
Total funding liabilities for active participants	2017-12-31	130,397
Total participant count	2017-12-31	56
Total funding target for all participants	2017-12-31	2,199,125
Balance at beginning of prior year after applicable adjustments	2017-12-31	15,281
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	2,626
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	1,617
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	13,664
Amount remaining of prefunding balance	2017-12-31	2,626
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	14,235
Balance of prefunding at beginning of current year	2017-12-31	2,736
Total employer contributions	2017-12-31	138,531
Total employee contributions	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	136,089
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	54,000
Net shortfall amortization installment of oustanding balance	2017-12-31	392,090
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	95,218
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	95,218
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	136,089
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CLIFFORD-JACOBS FORGING COMPANY PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,264,500
Acturial value of plan assets	2016-12-31	2,264,500
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	2,233,455
Number of terminated vested participants	2016-12-31	8
Fundng target for terminated vested participants	2016-12-31	68,462
Active participant vested funding target	2016-12-31	189,116
Number of active participants	2016-12-31	15
Total funding liabilities for active participants	2016-12-31	189,116
Total participant count	2016-12-31	61
Total funding target for all participants	2016-12-31	2,491,033
Balance at beginning of prior year after applicable adjustments	2016-12-31	15,299
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	2,629
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	15,299
Amount remaining of prefunding balance	2016-12-31	2,629
Present value of excess contributions	2016-12-31	69,014
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	73,141
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	15,281
Balance of prefunding at beginning of current year	2016-12-31	2,626
Total employer contributions	2016-12-31	130,317
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	124,953
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	54,000
Net shortfall amortization installment of oustanding balance	2016-12-31	338,442
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	126,570
Carryover balance elected to use to offset funding requirement	2016-12-31	1,617
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	124,953
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	124,953
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	CLIFFORD-JACOBS FORGING COMPANY
Employer identification number (EIN):	370220380
NAIC Classification:	332110