401k Plan data: MATSON PENSION PLAN FOR CLERICAL BU EES plan

MATSON PENSION PLAN FOR CLERICAL BU EES 401k Plan overview

Plan Name	MATSON PENSION PLAN FOR CLERICAL BU EES
Plan identification number	021

MATSON PENSION PLAN FOR CLERICAL BU EES 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). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MATSON, INC. has sponsored the creation of one or more 401k plans.

Company Name: MATSON, INC.

Employer identification number (EIN): 990032630

NAIC Classification: 483000
NAIC Description: Water Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATSON PENSION PLAN FOR CLERICAL BU EES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
021 2022-01-01
021 2021-01-01
021 2020-01-01
021 2019-01-01
021 2018-01-01
021 2017-01-01 CATY FURCO
021 2016-01-01 BRENT SMITH
021 2015-01-01 BRENDA SOUTHWICK
021 2014-01-01 BRENDA SOUTHWICK
021 2013-01-01 JASON TAYLOR
021 2012-01-01 MARCI ROBERGE
021 2011-01-01 MARY NGAI

Plan Statistics for MATSON PENSION PLAN FOR CLERICAL BU EES

401k plan membership statisitcs for MATSON PENSION PLAN FOR CLERICAL BU EES

Measure Date Value
2022: MATSON PENSION PLAN FOR CLERICAL BU EES 2022 401k membership
Market value of plan assets 2022-12-31 3,093,858
Acturial value of plan assets 2022-12-31 2,873,660
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 891,744
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 158,783
Active participant vested funding target 2022-12-31 232,879
Number of active participants 2022-12-31 3
Total funding liabilities for active participants 2022-12-31 296,047
Total participant count 2022-12-31 11
Total funding target for all participants 2022-12-31 1,346,574
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 79,091
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 79,091
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
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 90,978
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 60,137
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
Total participants, beginning-of-year 2022-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MATSON PENSION PLAN FOR CLERICAL BU EES 2021 401k membership
Market value of plan assets 2021-12-31 2,814,405
Acturial value of plan assets 2021-12-31 2,590,803
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 971,167
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 142,169
Active participant vested funding target 2021-12-31 169,183
Number of active participants 2021-12-31 3
Total funding liabilities for active participants 2021-12-31 223,786
Total participant count 2021-12-31 12
Total funding target for all participants 2021-12-31 1,337,122
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 70,775
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 70,775
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 79,091
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
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 50,475
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 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MATSON PENSION PLAN FOR CLERICAL BU EES 2020 401k membership
Market value of plan assets 2020-12-31 2,655,005
Acturial value of plan assets 2020-12-31 2,508,637
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 1,087,723
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 134,682
Active participant vested funding target 2020-12-31 136,782
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 164,939
Total participant count 2020-12-31 13
Total funding target for all participants 2020-12-31 1,387,344
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 57,630
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 0
Amount remaining of prefunding balance 2020-12-31 57,630
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 caryover balances due to elections or deemed elections 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 70,775
Total employer contributions 2020-12-31 0
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 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 52,405
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 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MATSON PENSION PLAN FOR CLERICAL BU EES 2019 401k membership
Market value of plan assets 2019-12-31 2,294,075
Acturial value of plan assets 2019-12-31 2,430,394
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 1,124,366
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 95,883
Active participant vested funding target 2019-12-31 125,607
Number of active participants 2019-12-31 3
Total funding liabilities for active participants 2019-12-31 153,957
Total participant count 2019-12-31 12
Total funding target for all participants 2019-12-31 1,374,206
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 61,315
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 61,315
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available 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 0
Balance of prefunding at beginning of current year 2019-12-31 57,630
Total employer contributions 2019-12-31 0
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
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 43,068
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
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 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
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MATSON PENSION PLAN FOR CLERICAL BU EES 2018 401k membership
Market value of plan assets 2018-12-31 2,592,339
Acturial value of plan assets 2018-12-31 2,441,056
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,115,887
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 84,952
Active participant vested funding target 2018-12-31 0
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 100,103
Total participant count 2018-12-31 12
Total funding target for all participants 2018-12-31 1,300,942
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 53,345
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 53,345
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
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 0
Balance of prefunding at beginning of current year 2018-12-31 61,315
Total employer contributions 2018-12-31 0
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 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 42,759
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MATSON PENSION PLAN FOR CLERICAL BU EES 2017 401k membership
Market value of plan assets 2017-12-31 2,398,140
Acturial value of plan assets 2017-12-31 2,433,048
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 1,577,773
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 77,527
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 46,434
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 1,701,734
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 48,927
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 48,927
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 0
Balance of prefunding at beginning of current year 2017-12-31 53,345
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 32,813
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
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MATSON PENSION PLAN FOR CLERICAL BU EES 2016 401k membership
Market value of plan assets 2016-12-31 2,665,595
Acturial value of plan assets 2016-12-31 2,826,120
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 1,598,681
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 72,691
Active participant vested funding target 2016-12-31 72,597
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 104,502
Total participant count 2016-12-31 11
Total funding target for all participants 2016-12-31 1,775,874
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 49,587
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 49,587
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 48,927
Total employer contributions 2016-12-31 0
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 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 24,579
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 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 6
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MATSON PENSION PLAN FOR CLERICAL BU EES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 6
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: MATSON PENSION PLAN FOR CLERICAL BU EES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 6
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MATSON PENSION PLAN FOR CLERICAL BU EES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MATSON PENSION PLAN FOR CLERICAL BU EES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 6
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MATSON PENSION PLAN FOR CLERICAL BU EES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: MATSON PENSION PLAN FOR CLERICAL BU EES 2022 401k membership
Market value of plan assets	2022-12-31	3,093,858
Acturial value of plan assets	2022-12-31	2,873,660
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	891,744
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	158,783
Active participant vested funding target	2022-12-31	232,879
Number of active participants	2022-12-31	3
Total funding liabilities for active participants	2022-12-31	296,047
Total participant count	2022-12-31	11
Total funding target for all participants	2022-12-31	1,346,574
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	79,091
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	79,091
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
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	90,978
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	60,137
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
Total participants, beginning-of-year	2022-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MATSON PENSION PLAN FOR CLERICAL BU EES 2021 401k membership
Market value of plan assets	2021-12-31	2,814,405
Acturial value of plan assets	2021-12-31	2,590,803
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	971,167
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	142,169
Active participant vested funding target	2021-12-31	169,183
Number of active participants	2021-12-31	3
Total funding liabilities for active participants	2021-12-31	223,786
Total participant count	2021-12-31	12
Total funding target for all participants	2021-12-31	1,337,122
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	70,775
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	70,775
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	79,091
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
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	50,475
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	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MATSON PENSION PLAN FOR CLERICAL BU EES 2020 401k membership
Market value of plan assets	2020-12-31	2,655,005
Acturial value of plan assets	2020-12-31	2,508,637
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,087,723
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	134,682
Active participant vested funding target	2020-12-31	136,782
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	164,939
Total participant count	2020-12-31	13
Total funding target for all participants	2020-12-31	1,387,344
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	57,630
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	0
Amount remaining of prefunding balance	2020-12-31	57,630
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 caryover balances due to elections or deemed elections	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	70,775
Total employer contributions	2020-12-31	0
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	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	52,405
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	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MATSON PENSION PLAN FOR CLERICAL BU EES 2019 401k membership
Market value of plan assets	2019-12-31	2,294,075
Acturial value of plan assets	2019-12-31	2,430,394
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	1,124,366
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	95,883
Active participant vested funding target	2019-12-31	125,607
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	153,957
Total participant count	2019-12-31	12
Total funding target for all participants	2019-12-31	1,374,206
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	61,315
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	61,315
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available 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	0
Balance of prefunding at beginning of current year	2019-12-31	57,630
Total employer contributions	2019-12-31	0
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
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	43,068
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
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	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
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MATSON PENSION PLAN FOR CLERICAL BU EES 2018 401k membership
Market value of plan assets	2018-12-31	2,592,339
Acturial value of plan assets	2018-12-31	2,441,056
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,115,887
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	84,952
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	100,103
Total participant count	2018-12-31	12
Total funding target for all participants	2018-12-31	1,300,942
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	53,345
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	53,345
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
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	0
Balance of prefunding at beginning of current year	2018-12-31	61,315
Total employer contributions	2018-12-31	0
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	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	42,759
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MATSON PENSION PLAN FOR CLERICAL BU EES 2017 401k membership
Market value of plan assets	2017-12-31	2,398,140
Acturial value of plan assets	2017-12-31	2,433,048
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,577,773
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	77,527
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	46,434
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	1,701,734
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	48,927
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	48,927
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	0
Balance of prefunding at beginning of current year	2017-12-31	53,345
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	32,813
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
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MATSON PENSION PLAN FOR CLERICAL BU EES 2016 401k membership
Market value of plan assets	2016-12-31	2,665,595
Acturial value of plan assets	2016-12-31	2,826,120
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,598,681
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	72,691
Active participant vested funding target	2016-12-31	72,597
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	104,502
Total participant count	2016-12-31	11
Total funding target for all participants	2016-12-31	1,775,874
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	49,587
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	49,587
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	48,927
Total employer contributions	2016-12-31	0
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	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	24,579
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	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	6
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MATSON PENSION PLAN FOR CLERICAL BU EES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	6
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: MATSON PENSION PLAN FOR CLERICAL BU EES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	6
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MATSON PENSION PLAN FOR CLERICAL BU EES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MATSON PENSION PLAN FOR CLERICAL BU EES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	6
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MATSON PENSION PLAN FOR CLERICAL BU EES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on MATSON PENSION PLAN FOR CLERICAL BU EES

Measure	Date	Value
2022 : MATSON PENSION PLAN FOR CLERICAL BU EES 2022 401k financial data
Transfers to/from the plan	2022-12-31	$-2,618,918
Total income from all sources	2022-12-31	$-347,727
Expenses. Total of all expenses incurred	2022-12-31	$127,213
Benefits paid (including direct rollovers)	2022-12-31	$118,093
Total plan assets at end of year	2022-12-31	$0
Total plan assets at beginning of year	2022-12-31	$3,093,858
Value of fidelity bond covering the plan	2022-12-31	$5,000,000
Other income received	2022-12-31	$-347,727
Net income (gross income less expenses)	2022-12-31	$-474,940
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,093,858
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$9,120
2021 : MATSON PENSION PLAN FOR CLERICAL BU EES 2021 401k financial data
Total income from all sources	2021-12-31	$412,779
Expenses. Total of all expenses incurred	2021-12-31	$133,326
Benefits paid (including direct rollovers)	2021-12-31	$123,854
Total plan assets at end of year	2021-12-31	$3,093,858
Total plan assets at beginning of year	2021-12-31	$2,814,405
Value of fidelity bond covering the plan	2021-12-31	$5,000,000
Other income received	2021-12-31	$412,779
Net income (gross income less expenses)	2021-12-31	$279,453
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,093,858
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,814,405
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$9,472
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : MATSON PENSION PLAN FOR CLERICAL BU EES 2020 401k financial data
Total income from all sources	2020-12-31	$303,439
Expenses. Total of all expenses incurred	2020-12-31	$144,039
Benefits paid (including direct rollovers)	2020-12-31	$137,947
Total plan assets at end of year	2020-12-31	$2,814,405
Total plan assets at beginning of year	2020-12-31	$2,655,005
Value of fidelity bond covering the plan	2020-12-31	$5,000,000
Other income received	2020-12-31	$303,439
Net income (gross income less expenses)	2020-12-31	$159,400
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,814,405
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,655,005
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$6,092
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : MATSON PENSION PLAN FOR CLERICAL BU EES 2019 401k financial data
Total income from all sources	2019-12-31	$506,612
Expenses. Total of all expenses incurred	2019-12-31	$145,682
Benefits paid (including direct rollovers)	2019-12-31	$137,947
Total plan assets at end of year	2019-12-31	$2,655,005
Total plan assets at beginning of year	2019-12-31	$2,294,075
Value of fidelity bond covering the plan	2019-12-31	$5,000,000
Other income received	2019-12-31	$506,612
Net income (gross income less expenses)	2019-12-31	$360,930
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,655,005
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,294,075
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$7,735
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : MATSON PENSION PLAN FOR CLERICAL BU EES 2018 401k financial data
Total income from all sources	2018-12-31	$-151,462
Expenses. Total of all expenses incurred	2018-12-31	$146,802
Benefits paid (including direct rollovers)	2018-12-31	$137,947
Total plan assets at end of year	2018-12-31	$2,294,075
Total plan assets at beginning of year	2018-12-31	$2,592,339
Value of fidelity bond covering the plan	2018-12-31	$5,000,000
Other income received	2018-12-31	$-151,462
Net income (gross income less expenses)	2018-12-31	$-298,264
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,294,075
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,592,339
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$8,855
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MATSON PENSION PLAN FOR CLERICAL BU EES 2017 401k financial data
Total income from all sources	2017-12-31	$346,788
Expenses. Total of all expenses incurred	2017-12-31	$152,589
Benefits paid (including direct rollovers)	2017-12-31	$142,871
Total plan assets at end of year	2017-12-31	$2,592,339
Total plan assets at beginning of year	2017-12-31	$2,398,140
Value of fidelity bond covering the plan	2017-12-31	$5,000,000
Other income received	2017-12-31	$346,788
Net income (gross income less expenses)	2017-12-31	$194,199
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,592,339
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,398,140
Total contributions received or receivable from employer(s)	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$9,718
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : MATSON PENSION PLAN FOR CLERICAL BU EES 2016 401k financial data
Transfers to/from the plan	2016-12-31	$-323,431
Total income from all sources	2016-12-31	$232,651
Expenses. Total of all expenses incurred	2016-12-31	$176,675
Benefits paid (including direct rollovers)	2016-12-31	$167,496
Total plan assets at end of year	2016-12-31	$2,398,140
Total plan assets at beginning of year	2016-12-31	$2,665,595
Value of fidelity bond covering the plan	2016-12-31	$20,000,000
Other income received	2016-12-31	$232,651
Net income (gross income less expenses)	2016-12-31	$55,976
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,398,140
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,665,595
Total contributions received or receivable from employer(s)	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9,179
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MATSON PENSION PLAN FOR CLERICAL BU EES 2015 401k financial data
Total income from all sources	2015-12-31	$-37,104
Expenses. Total of all expenses incurred	2015-12-31	$177,175
Benefits paid (including direct rollovers)	2015-12-31	$167,496
Total plan assets at end of year	2015-12-31	$2,665,595
Total plan assets at beginning of year	2015-12-31	$2,879,874
Value of fidelity bond covering the plan	2015-12-31	$20,000,000
Other income received	2015-12-31	$-37,104
Net income (gross income less expenses)	2015-12-31	$-214,279
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,665,595
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,879,874
Total contributions received or receivable from employer(s)	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$9,679
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MATSON PENSION PLAN FOR CLERICAL BU EES 2014 401k financial data
Total income from all sources	2014-12-31	$215,141
Expenses. Total of all expenses incurred	2014-12-31	$176,324
Benefits paid (including direct rollovers)	2014-12-31	$167,496
Total plan assets at end of year	2014-12-31	$2,879,874
Total plan assets at beginning of year	2014-12-31	$2,841,057
Value of fidelity bond covering the plan	2014-12-31	$20,000,000
Other income received	2014-12-31	$167,341
Net income (gross income less expenses)	2014-12-31	$38,817
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,879,874
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,841,057
Total contributions received or receivable from employer(s)	2014-12-31	$47,800
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$8,828
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MATSON PENSION PLAN FOR CLERICAL BU EES 2013 401k financial data
Total income from all sources	2013-12-31	$621,884
Expenses. Total of all expenses incurred	2013-12-31	$182,237
Benefits paid (including direct rollovers)	2013-12-31	$167,496
Total plan assets at end of year	2013-12-31	$2,841,057
Total plan assets at beginning of year	2013-12-31	$2,401,410
Value of fidelity bond covering the plan	2013-12-31	$20,000,000
Other income received	2013-12-31	$508,580
Net income (gross income less expenses)	2013-12-31	$439,647
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,841,057
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,401,410
Total contributions received or receivable from employer(s)	2013-12-31	$113,304
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$14,741
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MATSON PENSION PLAN FOR CLERICAL BU EES 2012 401k financial data
Total income from all sources	2012-12-31	$472,172
Expenses. Total of all expenses incurred	2012-12-31	$167,496
Benefits paid (including direct rollovers)	2012-12-31	$167,496
Total plan assets at end of year	2012-12-31	$2,401,410
Total plan assets at beginning of year	2012-12-31	$2,096,734
Value of fidelity bond covering the plan	2012-12-31	$20,000,000
Other income received	2012-12-31	$307,887
Net income (gross income less expenses)	2012-12-31	$304,676
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,401,410
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,096,734
Total contributions received or receivable from employer(s)	2012-12-31	$164,285
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MATSON PENSION PLAN FOR CLERICAL BU EES 2011 401k financial data
Total income from all sources	2011-12-31	$140,057
Expenses. Total of all expenses incurred	2011-12-31	$167,496
Benefits paid (including direct rollovers)	2011-12-31	$167,496
Total plan assets at end of year	2011-12-31	$2,096,734
Total plan assets at beginning of year	2011-12-31	$2,124,173
Value of fidelity bond covering the plan	2011-12-31	$20,000,000
Other income received	2011-12-31	$-116,335
Net income (gross income less expenses)	2011-12-31	$-27,439
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,096,734
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,124,173
Total contributions received or receivable from employer(s)	2011-12-31	$256,392
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for MATSON PENSION PLAN FOR CLERICAL BU EES

2022: MATSON PENSION PLAN FOR CLERICAL BU EES 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: MATSON PENSION PLAN FOR CLERICAL BU EES 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: MATSON PENSION PLAN FOR CLERICAL BU EES 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: MATSON PENSION PLAN FOR CLERICAL BU EES 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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
2018: MATSON PENSION PLAN FOR CLERICAL BU EES 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MATSON PENSION PLAN FOR CLERICAL BU EES 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MATSON PENSION PLAN FOR CLERICAL BU EES 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MATSON PENSION PLAN FOR CLERICAL BU EES 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MATSON PENSION PLAN FOR CLERICAL BU EES 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MATSON PENSION PLAN FOR CLERICAL BU EES 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MATSON PENSION PLAN FOR CLERICAL BU EES 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MATSON PENSION PLAN FOR CLERICAL BU EES 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

MATSON PENSION PLAN FOR CLERICAL BU EES [EIN = 940662400]

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Company Name:	MATSON, INC.
Employer identification number (EIN):	990032630
NAIC Classification:	483000
NAIC Description:	Water Transportation