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Plan Name | RSR HOURLY PENSION - INDIANA |
Plan identification number | 005 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | RSR NORTH AMERICA CORP. |
Employer identification number (EIN): | 832477963 |
NAIC Classification: | 331400 |
Additional information about RSR NORTH AMERICA CORP.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2018-12-27 |
Company Identification Number: | 0803196382 |
Legal Registered Office Address: |
2121 N PEARL ST STE 1400 DALLAS United States of America (USA) 75201 |
More information about RSR NORTH AMERICA CORP.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
005 | 2022-01-01 | PAT SIMMONS | 2023-10-13 | ||
005 | 2021-01-01 | PAT SIMMONS | 2022-10-13 | ||
005 | 2020-01-01 | MATT KINGSLEY | 2021-10-12 | ||
005 | 2019-01-01 | MATT KINGSLEY | 2020-10-13 |
Measure | Date | Value |
---|---|---|
2022: RSR HOURLY PENSION - INDIANA 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 2,006,534 |
Acturial value of plan assets | 2022-12-31 | 2,006,534 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 392,364 |
Number of terminated vested participants | 2022-12-31 | 11 |
Fundng target for terminated vested participants | 2022-12-31 | 439,595 |
Active participant vested funding target | 2022-12-31 | 884,262 |
Number of active participants | 2022-12-31 | 11 |
Total funding liabilities for active participants | 2022-12-31 | 887,517 |
Total participant count | 2022-12-31 | 35 |
Total funding target for all participants | 2022-12-31 | 1,719,476 |
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 | 0 |
Total employer contributions | 2022-12-31 | 480,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 438,830 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 55,949 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 438,830 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 6 |
Total of all active and inactive participants | 2022-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 6 |
Total participants | 2022-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: RSR HOURLY PENSION - INDIANA 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 2,045,633 |
Acturial value of plan assets | 2021-12-31 | 2,045,633 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 407,443 |
Number of terminated vested participants | 2021-12-31 | 12 |
Fundng target for terminated vested participants | 2021-12-31 | 547,762 |
Active participant vested funding target | 2021-12-31 | 733,608 |
Number of active participants | 2021-12-31 | 15 |
Total funding liabilities for active participants | 2021-12-31 | 852,349 |
Total participant count | 2021-12-31 | 40 |
Total funding target for all participants | 2021-12-31 | 1,807,554 |
Present value of excess contributions | 2021-12-31 | 37,428 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 39,460 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 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 | 73,502 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 10 |
Total of all active and inactive participants | 2021-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 5 |
Total participants | 2021-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
2020: RSR HOURLY PENSION - INDIANA 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 1,712,302 |
Acturial value of plan assets | 2020-12-31 | 1,712,302 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 462,159 |
Number of terminated vested participants | 2020-12-31 | 10 |
Fundng target for terminated vested participants | 2020-12-31 | 364,570 |
Active participant vested funding target | 2020-12-31 | 838,347 |
Number of active participants | 2020-12-31 | 14 |
Total funding liabilities for active participants | 2020-12-31 | 927,645 |
Total participant count | 2020-12-31 | 38 |
Total funding target for all participants | 2020-12-31 | 1,754,374 |
Present value of excess contributions | 2020-12-31 | 13 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 14 |
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 | 125,070 |
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 | 118,027 |
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 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 68,350 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 42,072 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 80,599 |
Additional cash requirement | 2020-12-31 | 80,599 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 118,027 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 11 |
Total of all active and inactive participants | 2020-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 5 |
Total participants | 2020-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: RSR HOURLY PENSION - INDIANA 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 1,383,617 |
Acturial value of plan assets | 2019-12-31 | 1,383,617 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 475,239 |
Number of terminated vested participants | 2019-12-31 | 9 |
Fundng target for terminated vested participants | 2019-12-31 | 207,064 |
Active participant vested funding target | 2019-12-31 | 812,169 |
Number of active participants | 2019-12-31 | 13 |
Total funding liabilities for active participants | 2019-12-31 | 919,031 |
Total participant count | 2019-12-31 | 36 |
Total funding target for all participants | 2019-12-31 | 1,601,334 |
Present value of excess contributions | 2019-12-31 | 2,699 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 2,855 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 112,252 |
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 | 107,183 |
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 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 70,786 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 217,717 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 107,170 |
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 | 107,170 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 107,183 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
Total of all active and inactive participants | 2019-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 4 |
Total participants | 2019-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : RSR HOURLY PENSION - INDIANA 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $-248,107 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,113,424 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,110,488 |
Total plan assets at end of year | 2022-12-31 | $645,003 |
Total plan assets at beginning of year | 2022-12-31 | $2,006,534 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Other income received | 2022-12-31 | $-248,107 |
Net income (gross income less expenses) | 2022-12-31 | $-1,361,531 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $645,003 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,006,534 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,936 |
2021 : RSR HOURLY PENSION - INDIANA 2021 401k financial data | ||
Total income from all sources | 2021-12-31 | $271,331 |
Expenses. Total of all expenses incurred | 2021-12-31 | $241,772 |
Benefits paid (including direct rollovers) | 2021-12-31 | $238,684 |
Total plan assets at end of year | 2021-12-31 | $2,006,534 |
Total plan assets at beginning of year | 2021-12-31 | $1,976,975 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Other income received | 2021-12-31 | $201,398 |
Net income (gross income less expenses) | 2021-12-31 | $29,559 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,006,534 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,976,975 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $69,933 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $3,088 |
2020 : RSR HOURLY PENSION - INDIANA 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $362,185 |
Expenses. Total of all expenses incurred | 2020-12-31 | $52,575 |
Benefits paid (including direct rollovers) | 2020-12-31 | $49,825 |
Total plan assets at end of year | 2020-12-31 | $1,976,975 |
Total plan assets at beginning of year | 2020-12-31 | $1,667,365 |
Value of fidelity bond covering the plan | 2020-12-31 | $25,000,000 |
Other income received | 2020-12-31 | $261,120 |
Net income (gross income less expenses) | 2020-12-31 | $309,610 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,976,975 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,667,365 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $101,065 |
Value of corrective distributions | 2020-12-31 | $91 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,659 |
2019 : RSR HOURLY PENSION - INDIANA 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $375,373 |
Expenses. Total of all expenses incurred | 2019-12-31 | $92,418 |
Benefits paid (including direct rollovers) | 2019-12-31 | $51,213 |
Total plan assets at end of year | 2019-12-31 | $1,667,365 |
Total plan assets at beginning of year | 2019-12-31 | $1,384,410 |
Value of fidelity bond covering the plan | 2019-12-31 | $25,000,000 |
Other income received | 2019-12-31 | $270,145 |
Net income (gross income less expenses) | 2019-12-31 | $282,955 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,667,365 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,384,410 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $105,228 |
Value of corrective distributions | 2019-12-31 | $38,813 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,392 |
2022: RSR HOURLY PENSION - INDIANA 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: RSR HOURLY PENSION - INDIANA 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: RSR HOURLY PENSION - INDIANA 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: RSR HOURLY PENSION - INDIANA 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |