BARTON MALOW HOLDINGS LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2023: BARTON MALOW PENSION PLAN 2023 401k membership |
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Market value of plan assets | 2023-03-31 | 1,285,667 |
Acturial value of plan assets | 2023-03-31 | 1,238,299 |
Funding target for retired participants and beneficiaries receiving payment | 2023-03-31 | 491,342 |
Number of terminated vested participants | 2023-03-31 | 8 |
Fundng target for terminated vested participants | 2023-03-31 | 228,410 |
Active participant vested funding target | 2023-03-31 | 257,938 |
Number of active participants | 2023-03-31 | 10 |
Total funding liabilities for active participants | 2023-03-31 | 257,938 |
Total participant count | 2023-03-31 | 33 |
Total funding target for all participants | 2023-03-31 | 977,690 |
Balance at beginning of prior year after applicable adjustments | 2023-03-31 | 69,894 |
Amount remaining of carryover balance | 2023-03-31 | 69,894 |
Present value of excess contributions | 2023-03-31 | 205,198 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-03-31 | 215,130 |
Balance of carryovers at beginning of current year | 2023-03-31 | 70,670 |
Minimum required contributions for current year target normal cost | 2023-03-31 | 21,054 |
Unpaid minimum required contributions for all years | 2023-03-31 | 0 |
2022: BARTON MALOW PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-03-31 | 1,249,495 |
Acturial value of plan assets | 2022-03-31 | 1,128,959 |
Funding target for retired participants and beneficiaries receiving payment | 2022-03-31 | 525,463 |
Number of terminated vested participants | 2022-03-31 | 9 |
Fundng target for terminated vested participants | 2022-03-31 | 343,787 |
Active participant vested funding target | 2022-03-31 | 313,159 |
Number of active participants | 2022-03-31 | 12 |
Total funding liabilities for active participants | 2022-03-31 | 313,159 |
Total participant count | 2022-03-31 | 36 |
Total funding target for all participants | 2022-03-31 | 1,182,409 |
Balance at beginning of prior year after applicable adjustments | 2022-03-31 | 52,846 |
Amount remaining of carryover balance | 2022-03-31 | 52,846 |
Present value of excess contributions | 2022-03-31 | 21 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-03-31 | 21 |
Balance of carryovers at beginning of current year | 2022-03-31 | 69,894 |
Total employer contributions | 2022-03-31 | 321,240 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-03-31 | 301,021 |
Minimum required contributions for current year target normal cost | 2022-03-31 | 41,826 |
Net shortfall amortization installment of oustanding balance | 2022-03-31 | 123,344 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-03-31 | 95,823 |
Additional cash requirement | 2022-03-31 | 95,823 |
Contributions allocatedtoward minimum required contributions for current year | 2022-03-31 | 301,021 |
Unpaid minimum required contributions for all years | 2022-03-31 | 0 |
2021: BARTON MALOW PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-03-31 | 931,959 |
Acturial value of plan assets | 2021-03-31 | 1,017,174 |
Funding target for retired participants and beneficiaries receiving payment | 2021-03-31 | 480,307 |
Number of terminated vested participants | 2021-03-31 | 9 |
Fundng target for terminated vested participants | 2021-03-31 | 231,008 |
Active participant vested funding target | 2021-03-31 | 400,627 |
Number of active participants | 2021-03-31 | 13 |
Total funding liabilities for active participants | 2021-03-31 | 400,627 |
Total participant count | 2021-03-31 | 36 |
Total funding target for all participants | 2021-03-31 | 1,111,942 |
Balance at beginning of prior year after applicable adjustments | 2021-03-31 | 55,668 |
Amount remaining of carryover balance | 2021-03-31 | 55,668 |
Present value of excess contributions | 2021-03-31 | 5 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-03-31 | 5 |
Balance of carryovers at beginning of current year | 2021-03-31 | 52,846 |
Total employer contributions | 2021-03-31 | 111,266 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-03-31 | 105,801 |
Minimum required contributions for current year target normal cost | 2021-03-31 | 55,276 |
Net shortfall amortization installment of oustanding balance | 2021-03-31 | 147,614 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-03-31 | 105,780 |
Additional cash requirement | 2021-03-31 | 105,780 |
Contributions allocatedtoward minimum required contributions for current year | 2021-03-31 | 105,801 |
Unpaid minimum required contributions for all years | 2021-03-31 | 0 |
2020: BARTON MALOW PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-03-31 | 1,143,689 |
Acturial value of plan assets | 2020-03-31 | 1,147,267 |
Funding target for retired participants and beneficiaries receiving payment | 2020-03-31 | 388,434 |
Number of terminated vested participants | 2020-03-31 | 14 |
Fundng target for terminated vested participants | 2020-03-31 | 299,778 |
Active participant vested funding target | 2020-03-31 | 474,829 |
Number of active participants | 2020-03-31 | 15 |
Total funding liabilities for active participants | 2020-03-31 | 474,829 |
Total participant count | 2020-03-31 | 43 |
Total funding target for all participants | 2020-03-31 | 1,163,041 |
Balance at beginning of prior year after applicable adjustments | 2020-03-31 | 53,506 |
Amount remaining of carryover balance | 2020-03-31 | 53,506 |
Present value of excess contributions | 2020-03-31 | 148,250 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-03-31 | 156,626 |
Balance of carryovers at beginning of current year | 2020-03-31 | 55,668 |
Total employer contributions | 2020-03-31 | 79,759 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-03-31 | 76,441 |
Minimum required contributions for current year target normal cost | 2020-03-31 | 43,382 |
Net shortfall amortization installment of oustanding balance | 2020-03-31 | 71,442 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-03-31 | 76,436 |
Additional cash requirement | 2020-03-31 | 76,436 |
Contributions allocatedtoward minimum required contributions for current year | 2020-03-31 | 76,441 |
Unpaid minimum required contributions for all years | 2020-03-31 | 0 |