401k Plan data: CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN plan

CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN 401k Plan overview

Plan Name	CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN
Plan identification number	001

CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION 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).

401k Sponsoring company profile

BOARD OF TRUSTEES LOCAL 639 LEGAL SERVICES FUND has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES LOCAL 639 LEGAL SERVICES FUND

Employer identification number (EIN): 530257019

NAIC Classification: 561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CHRIS BRECHT 2018-10-04 CHRIS BRECHT 2018-10-04
001 2016-01-01 CHRIS BRECHT 2017-10-09 CHRIS BRECHT 2017-10-09
001 2015-01-01 CHRIS BRECHT 2016-07-28 CHRIS BRECHT 2016-07-28
001 2014-01-01 CHRIS BRECHT 2015-07-29 CHRIS BRECHT 2015-07-29
001 2013-01-01 CHRIS BRECHT 2014-07-29 CHRIS BRECHT 2014-07-29
001 2012-01-01 CHRIS BRECHT 2013-10-11 CHRIS BRECHT 2013-10-11
001 2011-01-01 CHRIS BRECHT 2012-10-15
001 2010-01-01 SIMONE ROCKSTROH 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	CHRIS BRECHT	2018-10-04	CHRIS BRECHT	2018-10-04
001	2016-01-01	CHRIS BRECHT	2017-10-09	CHRIS BRECHT	2017-10-09
001	2015-01-01	CHRIS BRECHT	2016-07-28	CHRIS BRECHT	2016-07-28
001	2014-01-01	CHRIS BRECHT	2015-07-29	CHRIS BRECHT	2015-07-29
001	2013-01-01	CHRIS BRECHT	2014-07-29	CHRIS BRECHT	2014-07-29
001	2012-01-01	CHRIS BRECHT	2013-10-11	CHRIS BRECHT	2013-10-11
001	2011-01-01	CHRIS BRECHT	2012-10-15
001	2010-01-01	SIMONE ROCKSTROH	2011-10-14

Plan Statistics for CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN

401k plan membership statisitcs for CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN

Measure Date Value
2022: CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,106,923
Acturial value of plan assets 2022-12-31 2,123,959
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 1,142,721
Number of terminated vested participants 2022-12-31 40
Fundng target for terminated vested participants 2022-12-31 785,243
Active participant vested funding target 2022-12-31 178,570
Number of active participants 2022-12-31 6
Total funding liabilities for active participants 2022-12-31 183,751
Total participant count 2022-12-31 77
Total funding target for all participants 2022-12-31 2,111,715
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 54,603
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 54,154
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 449
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 436
Total employer contributions 2022-12-31 68,822
Total employee contributions 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 65,764
Liquidity shortfalls end of Q1 2022-12-31 0
Liquidity shortfalls end of Q2 2022-12-31 0
Liquidity shortfalls end of Q3 2022-12-31 0
Liquidity shortfalls end of Q4 2022-12-31 0
Unpaid minimum required contributions for all 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 78,000
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 66,192
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 436
Additional cash requirement 2022-12-31 65,756
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 65,764
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,333,133
Acturial value of plan assets 2021-12-31 2,099,820
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 974,024
Number of terminated vested participants 2021-12-31 42
Fundng target for terminated vested participants 2021-12-31 847,131
Active participant vested funding target 2021-12-31 220,071
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 225,710
Total participant count 2021-12-31 77
Total funding target for all participants 2021-12-31 2,046,865
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 105,071
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 69,681
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 35,390
Present value of excess contributions 2021-12-31 11,488
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 13,381
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 13,381
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 54,603
Total employer contributions 2021-12-31 0
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 0
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
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 54,000
Net shortfall amortization installment of oustanding balance 2021-12-31 1,648
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 54,154
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 54,154
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,146,037
Acturial value of plan assets 2020-12-31 2,067,094
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 864,127
Number of terminated vested participants 2020-12-31 44
Fundng target for terminated vested participants 2020-12-31 932,762
Active participant vested funding target 2020-12-31 289,271
Number of active participants 2020-12-31 11
Total funding liabilities for active participants 2020-12-31 296,234
Total participant count 2020-12-31 77
Total funding target for all participants 2020-12-31 2,093,123
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 175,143
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 85,553
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 89,590
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 105,071
Total employer contributions 2020-12-31 24,000
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 21,978
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 53,000
Net shortfall amortization installment of oustanding balance 2020-12-31 131,100
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 80,171
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 69,681
Additional cash requirement 2020-12-31 10,490
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 21,978
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,967,204
Acturial value of plan assets 2019-12-31 2,045,025
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 827,854
Number of terminated vested participants 2019-12-31 46
Fundng target for terminated vested participants 2019-12-31 933,075
Active participant vested funding target 2019-12-31 276,322
Number of active participants 2019-12-31 11
Total funding liabilities for active participants 2019-12-31 283,666
Total participant count 2019-12-31 78
Total funding target for all participants 2019-12-31 2,044,595
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
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 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 165,573
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 175,143
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 175,143
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 0
Balance of prefunding at beginning of current year 2019-12-31 175,143
Total employer contributions 2019-12-31 30,000
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 0
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
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 55,000
Net shortfall amortization installment of oustanding balance 2019-12-31 174,713
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 85,553
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 85,553
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,962,556
Acturial value of plan assets 2018-12-31 1,860,135
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 815,739
Number of terminated vested participants 2018-12-31 44
Fundng target for terminated vested participants 2018-12-31 829,101
Active participant vested funding target 2018-12-31 317,762
Number of active participants 2018-12-31 14
Total funding liabilities for active participants 2018-12-31 326,826
Total participant count 2018-12-31 79
Total funding target for all participants 2018-12-31 1,971,666
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
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 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 250,000
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 2018-12-31 234,780
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 51,000
Net shortfall amortization installment of oustanding balance 2018-12-31 111,531
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 69,207
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 69,207
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 234,780
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,829,927
Acturial value of plan assets 2017-12-31 1,873,014
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 753,660
Number of terminated vested participants 2017-12-31 44
Fundng target for terminated vested participants 2017-12-31 723,260
Active participant vested funding target 2017-12-31 339,248
Number of active participants 2017-12-31 15
Total funding liabilities for active participants 2017-12-31 348,375
Total participant count 2017-12-31 79
Total funding target for all participants 2017-12-31 1,825,295
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 27,423
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 29,115
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 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from 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 47,000
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,831,928
Acturial value of plan assets 2016-12-31 1,900,569
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 767,592
Number of terminated vested participants 2016-12-31 45
Fundng target for terminated vested participants 2016-12-31 683,687
Active participant vested funding target 2016-12-31 319,669
Number of active participants 2016-12-31 15
Total funding liabilities for active participants 2016-12-31 328,946
Total participant count 2016-12-31 80
Total funding target for all participants 2016-12-31 1,780,225
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
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 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 29,473
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 31,347
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 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 30,000
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 27,423
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 46,000
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 27,423
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: CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,106,923
Acturial value of plan assets	2022-12-31	2,123,959
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	1,142,721
Number of terminated vested participants	2022-12-31	40
Fundng target for terminated vested participants	2022-12-31	785,243
Active participant vested funding target	2022-12-31	178,570
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	183,751
Total participant count	2022-12-31	77
Total funding target for all participants	2022-12-31	2,111,715
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	54,603
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	54,154
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	449
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	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	436
Total employer contributions	2022-12-31	68,822
Total employee contributions	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	65,764
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	2022-12-31	0
Unpaid minimum required contributions for all 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	78,000
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	66,192
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	436
Additional cash requirement	2022-12-31	65,756
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	65,764
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,333,133
Acturial value of plan assets	2021-12-31	2,099,820
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	974,024
Number of terminated vested participants	2021-12-31	42
Fundng target for terminated vested participants	2021-12-31	847,131
Active participant vested funding target	2021-12-31	220,071
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	225,710
Total participant count	2021-12-31	77
Total funding target for all participants	2021-12-31	2,046,865
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	105,071
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	69,681
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	35,390
Present value of excess contributions	2021-12-31	11,488
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	13,381
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	13,381
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	54,603
Total employer contributions	2021-12-31	0
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	0
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
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	54,000
Net shortfall amortization installment of oustanding balance	2021-12-31	1,648
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	54,154
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	54,154
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,146,037
Acturial value of plan assets	2020-12-31	2,067,094
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	864,127
Number of terminated vested participants	2020-12-31	44
Fundng target for terminated vested participants	2020-12-31	932,762
Active participant vested funding target	2020-12-31	289,271
Number of active participants	2020-12-31	11
Total funding liabilities for active participants	2020-12-31	296,234
Total participant count	2020-12-31	77
Total funding target for all participants	2020-12-31	2,093,123
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	175,143
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	85,553
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	89,590
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	105,071
Total employer contributions	2020-12-31	24,000
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	21,978
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	53,000
Net shortfall amortization installment of oustanding balance	2020-12-31	131,100
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	80,171
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	69,681
Additional cash requirement	2020-12-31	10,490
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	21,978
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,967,204
Acturial value of plan assets	2019-12-31	2,045,025
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	827,854
Number of terminated vested participants	2019-12-31	46
Fundng target for terminated vested participants	2019-12-31	933,075
Active participant vested funding target	2019-12-31	276,322
Number of active participants	2019-12-31	11
Total funding liabilities for active participants	2019-12-31	283,666
Total participant count	2019-12-31	78
Total funding target for all participants	2019-12-31	2,044,595
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
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	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	165,573
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	175,143
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	175,143
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	0
Balance of prefunding at beginning of current year	2019-12-31	175,143
Total employer contributions	2019-12-31	30,000
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	0
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
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	55,000
Net shortfall amortization installment of oustanding balance	2019-12-31	174,713
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	85,553
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	85,553
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,962,556
Acturial value of plan assets	2018-12-31	1,860,135
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	815,739
Number of terminated vested participants	2018-12-31	44
Fundng target for terminated vested participants	2018-12-31	829,101
Active participant vested funding target	2018-12-31	317,762
Number of active participants	2018-12-31	14
Total funding liabilities for active participants	2018-12-31	326,826
Total participant count	2018-12-31	79
Total funding target for all participants	2018-12-31	1,971,666
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
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	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	250,000
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	234,780
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	51,000
Net shortfall amortization installment of oustanding balance	2018-12-31	111,531
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	69,207
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	69,207
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	234,780
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,829,927
Acturial value of plan assets	2017-12-31	1,873,014
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	753,660
Number of terminated vested participants	2017-12-31	44
Fundng target for terminated vested participants	2017-12-31	723,260
Active participant vested funding target	2017-12-31	339,248
Number of active participants	2017-12-31	15
Total funding liabilities for active participants	2017-12-31	348,375
Total participant count	2017-12-31	79
Total funding target for all participants	2017-12-31	1,825,295
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	27,423
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	29,115
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	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from 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	47,000
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CARDAY ASSOCIATES, INC. HOURLY EMPLOYEE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,831,928
Acturial value of plan assets	2016-12-31	1,900,569
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	767,592
Number of terminated vested participants	2016-12-31	45
Fundng target for terminated vested participants	2016-12-31	683,687
Active participant vested funding target	2016-12-31	319,669
Number of active participants	2016-12-31	15
Total funding liabilities for active participants	2016-12-31	328,946
Total participant count	2016-12-31	80
Total funding target for all participants	2016-12-31	1,780,225
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
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	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	29,473
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	31,347
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	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	30,000
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	27,423
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	46,000
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	27,423
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:	BOARD OF TRUSTEES LOCAL 639 LEGAL SERVICES FUND
Employer identification number (EIN):	530257019
NAIC Classification:	561490