401k Plan data: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN plan

MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 401k Plan overview

Plan Name	MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN
Plan identification number	001

MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. AND ITS AFFILIATES has sponsored the creation of one or more 401k plans.

Company Name: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. AND ITS AFFILIATES

Employer identification number (EIN): 041614640

NAIC Classification: 424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-11-01 RICHARD TATELMAN 2022-06-09 RICHARD TATELMAN 2022-06-09
001 2020-11-01 RICHARD TATELMAN 2022-06-09 RICHARD TATELMAN 2022-06-09
001 2019-11-01
001 2018-11-01
001 2017-11-01
001 2016-11-01
001 2015-11-01
001 2014-11-01
001 2013-11-01
001 2012-11-01 THOMAS DECOFF
001 2011-11-01 THOMAS DECOFF THOMAS DECOFF 2013-01-24
001 2010-11-01 THOMAS DECOFF THOMAS DECOFF 2012-03-06
001 2009-11-01 THOMAS DECOFF THOMAS DECOFF 2011-03-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-11-01	RICHARD TATELMAN	2022-06-09	RICHARD TATELMAN	2022-06-09
001	2020-11-01	RICHARD TATELMAN	2022-06-09	RICHARD TATELMAN	2022-06-09
001	2019-11-01
001	2018-11-01
001	2017-11-01
001	2016-11-01
001	2015-11-01
001	2014-11-01
001	2013-11-01
001	2012-11-01	THOMAS DECOFF
001	2011-11-01	THOMAS DECOFF		THOMAS DECOFF	2013-01-24
001	2010-11-01	THOMAS DECOFF		THOMAS DECOFF	2012-03-06
001	2009-11-01	THOMAS DECOFF		THOMAS DECOFF	2011-03-10

Plan Statistics for MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN

401k plan membership statisitcs for MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN

Measure Date Value
2021: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2021 401k membership
Market value of plan assets 2021-10-31 9,138,772
Acturial value of plan assets 2021-10-31 9,138,772
Funding target for retired participants and beneficiaries receiving payment 2021-10-31 6,300,427
Number of terminated vested participants 2021-10-31 2
Fundng target for terminated vested participants 2021-10-31 36,725
Active participant vested funding target 2021-10-31 2,308,519
Number of active participants 2021-10-31 24
Total funding liabilities for active participants 2021-10-31 2,308,519
Total participant count 2021-10-31 55
Total funding target for all participants 2021-10-31 8,645,671
Balance at beginning of prior year after applicable adjustments 2021-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-10-31 0
Prefunding balanced used to offset prior years funding requirement 2021-10-31 0
Amount remaining of carryover balance 2021-10-31 0
Amount remaining of prefunding balance 2021-10-31 0
Present value of excess contributions 2021-10-31 571,560
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-31 602,310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-10-31 0
Reductions in caryover balances due to elections or deemed elections 2021-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-10-31 0
Balance of carryovers at beginning of current year 2021-10-31 0
Balance of prefunding at beginning of current year 2021-10-31 0
Total employer contributions 2021-10-31 500,000
Total employee contributions 2021-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-10-31 497,353
Unpaid minimum required contributions for all prior years 2021-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-10-31 0
Remaining amount of unpaid minimum required contributions 2021-10-31 0
Minimum required contributions for current year target normal cost 2021-10-31 0
Net shortfall amortization installment of oustanding balance 2021-10-31 0
Waiver amortization installment 2021-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-10-31 0
Carryover balance elected to use to offset funding requirement 2021-10-31 0
Prefunding balance elected to use to offset funding requirement 2021-10-31 0
Additional cash requirement 2021-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-10-31 497,353
Unpaid minimum required contributions for current year 2021-10-31 0
Unpaid minimum required contributions for all years 2021-10-31 0
2020: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2020 401k membership
Market value of plan assets 2020-10-31 9,180,881
Acturial value of plan assets 2020-10-31 9,180,881
Funding target for retired participants and beneficiaries receiving payment 2020-10-31 6,853,758
Number of terminated vested participants 2020-10-31 5
Fundng target for terminated vested participants 2020-10-31 71,206
Active participant vested funding target 2020-10-31 2,224,715
Number of active participants 2020-10-31 25
Total funding liabilities for active participants 2020-10-31 2,224,715
Total participant count 2020-10-31 64
Total funding target for all participants 2020-10-31 9,149,679
Balance at beginning of prior year after applicable adjustments 2020-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-10-31 0
Prefunding balanced used to offset prior years funding requirement 2020-10-31 0
Amount remaining of carryover balance 2020-10-31 0
Amount remaining of prefunding balance 2020-10-31 0
Present value of excess contributions 2020-10-31 546,650
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-10-31 577,044
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-10-31 0
Reductions in caryover balances due to elections or deemed elections 2020-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-10-31 0
Balance of carryovers at beginning of current year 2020-10-31 0
Balance of prefunding at beginning of current year 2020-10-31 0
Total employer contributions 2020-10-31 600,000
Total employee contributions 2020-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-10-31 571,560
Unpaid minimum required contributions for all prior years 2020-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-10-31 0
Remaining amount of unpaid minimum required contributions 2020-10-31 0
Minimum required contributions for current year target normal cost 2020-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-10-31 0
Additional cash requirement 2020-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-10-31 571,560
Unpaid minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for all years 2020-10-31 0
2019: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2019 401k membership
Market value of plan assets 2019-10-31 9,530,637
Acturial value of plan assets 2019-10-31 9,530,637
Funding target for retired participants and beneficiaries receiving payment 2019-10-31 6,246,462
Number of terminated vested participants 2019-10-31 5
Fundng target for terminated vested participants 2019-10-31 64,591
Active participant vested funding target 2019-10-31 3,683,728
Number of active participants 2019-10-31 31
Total funding liabilities for active participants 2019-10-31 3,683,728
Total participant count 2019-10-31 67
Total funding target for all participants 2019-10-31 9,994,781
Balance at beginning of prior year after applicable adjustments 2019-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-10-31 0
Prefunding balanced used to offset prior years funding requirement 2019-10-31 0
Amount remaining of carryover balance 2019-10-31 0
Amount remaining of prefunding balance 2019-10-31 0
Present value of excess contributions 2019-10-31 545,145
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-10-31 576,491
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-10-31 0
Reductions in caryover balances due to elections or deemed elections 2019-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-10-31 0
Balance of carryovers at beginning of current year 2019-10-31 0
Balance of prefunding at beginning of current year 2019-10-31 0
Total employer contributions 2019-10-31 550,000
Total employee contributions 2019-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-10-31 546,650
Unpaid minimum required contributions for all prior years 2019-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-10-31 0
Remaining amount of unpaid minimum required contributions 2019-10-31 0
Minimum required contributions for current year target normal cost 2019-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-10-31 0
Additional cash requirement 2019-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-10-31 546,650
Unpaid minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for all years 2019-10-31 0
2018: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2018 401k membership
Market value of plan assets 2018-10-31 9,944,942
Acturial value of plan assets 2018-10-31 9,944,942
Funding target for retired participants and beneficiaries receiving payment 2018-10-31 6,003,865
Number of terminated vested participants 2018-10-31 7
Fundng target for terminated vested participants 2018-10-31 356,462
Active participant vested funding target 2018-10-31 3,581,794
Number of active participants 2018-10-31 32
Total funding liabilities for active participants 2018-10-31 3,581,794
Total participant count 2018-10-31 75
Total funding target for all participants 2018-10-31 9,942,121
Balance at beginning of prior year after applicable adjustments 2018-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-10-31 0
Prefunding balanced used to offset prior years funding requirement 2018-10-31 0
Amount remaining of carryover balance 2018-10-31 0
Amount remaining of prefunding balance 2018-10-31 0
Present value of excess contributions 2018-10-31 244,891
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-31 259,487
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-10-31 0
Reductions in caryover balances due to elections or deemed elections 2018-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-10-31 0
Balance of carryovers at beginning of current year 2018-10-31 0
Balance of prefunding at beginning of current year 2018-10-31 0
Total employer contributions 2018-10-31 550,000
Total employee contributions 2018-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-10-31 545,145
Unpaid minimum required contributions for all prior years 2018-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-10-31 0
Remaining amount of unpaid minimum required contributions 2018-10-31 0
Minimum required contributions for current year target normal cost 2018-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-10-31 0
Additional cash requirement 2018-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-10-31 545,145
Unpaid minimum required contributions for current year 2018-10-31 0
Unpaid minimum required contributions for all years 2018-10-31 0
2017: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-10-31 8,597,286
Acturial value of plan assets 2017-10-31 8,597,286
Funding target for retired participants and beneficiaries receiving payment 2017-10-31 6,091,374
Number of terminated vested participants 2017-10-31 6
Fundng target for terminated vested participants 2017-10-31 52,822
Active participant vested funding target 2017-10-31 3,771,891
Number of active participants 2017-10-31 33
Total funding liabilities for active participants 2017-10-31 3,771,891
Total participant count 2017-10-31 75
Total funding target for all participants 2017-10-31 9,916,087
Balance at beginning of prior year after applicable adjustments 2017-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-10-31 0
Prefunding balanced used to offset prior years funding requirement 2017-10-31 0
Amount remaining of carryover balance 2017-10-31 0
Amount remaining of prefunding balance 2017-10-31 0
Present value of excess contributions 2017-10-31 348,941
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-31 370,471
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-10-31 0
Reductions in caryover balances due to elections or deemed elections 2017-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-10-31 0
Balance of carryovers at beginning of current year 2017-10-31 0
Balance of prefunding at beginning of current year 2017-10-31 0
Total employer contributions 2017-10-31 550,000
Total employee contributions 2017-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-10-31 541,613
Unpaid minimum required contributions for all prior years 2017-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-10-31 0
Remaining amount of unpaid minimum required contributions 2017-10-31 0
Minimum required contributions for current year target normal cost 2017-10-31 0
Net shortfall amortization installment of oustanding balance 2017-10-31 1,318,801
Total funding amount beforereflecting carryover/prefunding balances 2017-10-31 296,722
Additional cash requirement 2017-10-31 296,722
Contributions allocatedtoward minimum required contributions for current year 2017-10-31 541,613
Unpaid minimum required contributions for current year 2017-10-31 0
Unpaid minimum required contributions for all years 2017-10-31 0
2014: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 106
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 34
Number of retired or separated participants receiving benefits 2014-11-01 31
Number of other retired or separated participants entitled to future benefits 2014-11-01 7
Total of all active and inactive participants 2014-11-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 4
Total participants 2014-11-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0
2013: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 106
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 36
Number of retired or separated participants receiving benefits 2013-11-01 30
Number of other retired or separated participants entitled to future benefits 2013-11-01 35
Total of all active and inactive participants 2013-11-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 5
Total participants 2013-11-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2012: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 106
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 40
Number of retired or separated participants receiving benefits 2012-11-01 27
Number of other retired or separated participants entitled to future benefits 2012-11-01 35
Total of all active and inactive participants 2012-11-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 4
Total participants 2012-11-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0
2011: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 106
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 43
Number of retired or separated participants receiving benefits 2011-11-01 25
Number of other retired or separated participants entitled to future benefits 2011-11-01 35
Total of all active and inactive participants 2011-11-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 3
Total participants 2011-11-01 106
2010: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-11-01 109
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 45
Number of retired or separated participants receiving benefits 2010-11-01 22
Number of other retired or separated participants entitled to future benefits 2010-11-01 36
Total of all active and inactive participants 2010-11-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-11-01 3
Total participants 2010-11-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-11-01 0
2009: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 109
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 50
Number of retired or separated participants receiving benefits 2009-11-01 19
Number of other retired or separated participants entitled to future benefits 2009-11-01 36
Total of all active and inactive participants 2009-11-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 4
Total participants 2009-11-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 0

Measure	Date	Value
2021: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2021 401k membership
Market value of plan assets	2021-10-31	9,138,772
Acturial value of plan assets	2021-10-31	9,138,772
Funding target for retired participants and beneficiaries receiving payment	2021-10-31	6,300,427
Number of terminated vested participants	2021-10-31	2
Fundng target for terminated vested participants	2021-10-31	36,725
Active participant vested funding target	2021-10-31	2,308,519
Number of active participants	2021-10-31	24
Total funding liabilities for active participants	2021-10-31	2,308,519
Total participant count	2021-10-31	55
Total funding target for all participants	2021-10-31	8,645,671
Balance at beginning of prior year after applicable adjustments	2021-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-10-31	0
Prefunding balanced used to offset prior years funding requirement	2021-10-31	0
Amount remaining of carryover balance	2021-10-31	0
Amount remaining of prefunding balance	2021-10-31	0
Present value of excess contributions	2021-10-31	571,560
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-31	602,310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-10-31	0
Reductions in caryover balances due to elections or deemed elections	2021-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-10-31	0
Balance of carryovers at beginning of current year	2021-10-31	0
Balance of prefunding at beginning of current year	2021-10-31	0
Total employer contributions	2021-10-31	500,000
Total employee contributions	2021-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-10-31	497,353
Unpaid minimum required contributions for all prior years	2021-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-10-31	0
Remaining amount of unpaid minimum required contributions	2021-10-31	0
Minimum required contributions for current year target normal cost	2021-10-31	0
Net shortfall amortization installment of oustanding balance	2021-10-31	0
Waiver amortization installment	2021-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-10-31	0
Carryover balance elected to use to offset funding requirement	2021-10-31	0
Prefunding balance elected to use to offset funding requirement	2021-10-31	0
Additional cash requirement	2021-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-10-31	497,353
Unpaid minimum required contributions for current year	2021-10-31	0
Unpaid minimum required contributions for all years	2021-10-31	0
2020: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2020 401k membership
Market value of plan assets	2020-10-31	9,180,881
Acturial value of plan assets	2020-10-31	9,180,881
Funding target for retired participants and beneficiaries receiving payment	2020-10-31	6,853,758
Number of terminated vested participants	2020-10-31	5
Fundng target for terminated vested participants	2020-10-31	71,206
Active participant vested funding target	2020-10-31	2,224,715
Number of active participants	2020-10-31	25
Total funding liabilities for active participants	2020-10-31	2,224,715
Total participant count	2020-10-31	64
Total funding target for all participants	2020-10-31	9,149,679
Balance at beginning of prior year after applicable adjustments	2020-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-10-31	0
Prefunding balanced used to offset prior years funding requirement	2020-10-31	0
Amount remaining of carryover balance	2020-10-31	0
Amount remaining of prefunding balance	2020-10-31	0
Present value of excess contributions	2020-10-31	546,650
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-10-31	577,044
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-10-31	0
Reductions in caryover balances due to elections or deemed elections	2020-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-10-31	0
Balance of carryovers at beginning of current year	2020-10-31	0
Balance of prefunding at beginning of current year	2020-10-31	0
Total employer contributions	2020-10-31	600,000
Total employee contributions	2020-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-10-31	571,560
Unpaid minimum required contributions for all prior years	2020-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-10-31	0
Remaining amount of unpaid minimum required contributions	2020-10-31	0
Minimum required contributions for current year target normal cost	2020-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-10-31	0
Additional cash requirement	2020-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-10-31	571,560
Unpaid minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for all years	2020-10-31	0
2019: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2019 401k membership
Market value of plan assets	2019-10-31	9,530,637
Acturial value of plan assets	2019-10-31	9,530,637
Funding target for retired participants and beneficiaries receiving payment	2019-10-31	6,246,462
Number of terminated vested participants	2019-10-31	5
Fundng target for terminated vested participants	2019-10-31	64,591
Active participant vested funding target	2019-10-31	3,683,728
Number of active participants	2019-10-31	31
Total funding liabilities for active participants	2019-10-31	3,683,728
Total participant count	2019-10-31	67
Total funding target for all participants	2019-10-31	9,994,781
Balance at beginning of prior year after applicable adjustments	2019-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-10-31	0
Prefunding balanced used to offset prior years funding requirement	2019-10-31	0
Amount remaining of carryover balance	2019-10-31	0
Amount remaining of prefunding balance	2019-10-31	0
Present value of excess contributions	2019-10-31	545,145
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-31	576,491
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-10-31	0
Reductions in caryover balances due to elections or deemed elections	2019-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-10-31	0
Balance of carryovers at beginning of current year	2019-10-31	0
Balance of prefunding at beginning of current year	2019-10-31	0
Total employer contributions	2019-10-31	550,000
Total employee contributions	2019-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-10-31	546,650
Unpaid minimum required contributions for all prior years	2019-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-10-31	0
Remaining amount of unpaid minimum required contributions	2019-10-31	0
Minimum required contributions for current year target normal cost	2019-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-10-31	0
Additional cash requirement	2019-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-10-31	546,650
Unpaid minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for all years	2019-10-31	0
2018: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2018 401k membership
Market value of plan assets	2018-10-31	9,944,942
Acturial value of plan assets	2018-10-31	9,944,942
Funding target for retired participants and beneficiaries receiving payment	2018-10-31	6,003,865
Number of terminated vested participants	2018-10-31	7
Fundng target for terminated vested participants	2018-10-31	356,462
Active participant vested funding target	2018-10-31	3,581,794
Number of active participants	2018-10-31	32
Total funding liabilities for active participants	2018-10-31	3,581,794
Total participant count	2018-10-31	75
Total funding target for all participants	2018-10-31	9,942,121
Balance at beginning of prior year after applicable adjustments	2018-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-10-31	0
Prefunding balanced used to offset prior years funding requirement	2018-10-31	0
Amount remaining of carryover balance	2018-10-31	0
Amount remaining of prefunding balance	2018-10-31	0
Present value of excess contributions	2018-10-31	244,891
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	259,487
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-10-31	0
Reductions in caryover balances due to elections or deemed elections	2018-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-10-31	0
Balance of carryovers at beginning of current year	2018-10-31	0
Balance of prefunding at beginning of current year	2018-10-31	0
Total employer contributions	2018-10-31	550,000
Total employee contributions	2018-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-31	545,145
Unpaid minimum required contributions for all prior years	2018-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-10-31	0
Remaining amount of unpaid minimum required contributions	2018-10-31	0
Minimum required contributions for current year target normal cost	2018-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-10-31	0
Additional cash requirement	2018-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-10-31	545,145
Unpaid minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for all years	2018-10-31	0
2017: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-10-31	8,597,286
Acturial value of plan assets	2017-10-31	8,597,286
Funding target for retired participants and beneficiaries receiving payment	2017-10-31	6,091,374
Number of terminated vested participants	2017-10-31	6
Fundng target for terminated vested participants	2017-10-31	52,822
Active participant vested funding target	2017-10-31	3,771,891
Number of active participants	2017-10-31	33
Total funding liabilities for active participants	2017-10-31	3,771,891
Total participant count	2017-10-31	75
Total funding target for all participants	2017-10-31	9,916,087
Balance at beginning of prior year after applicable adjustments	2017-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-10-31	0
Prefunding balanced used to offset prior years funding requirement	2017-10-31	0
Amount remaining of carryover balance	2017-10-31	0
Amount remaining of prefunding balance	2017-10-31	0
Present value of excess contributions	2017-10-31	348,941
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	370,471
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-10-31	0
Reductions in caryover balances due to elections or deemed elections	2017-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-10-31	0
Balance of carryovers at beginning of current year	2017-10-31	0
Balance of prefunding at beginning of current year	2017-10-31	0
Total employer contributions	2017-10-31	550,000
Total employee contributions	2017-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-31	541,613
Unpaid minimum required contributions for all prior years	2017-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-10-31	0
Remaining amount of unpaid minimum required contributions	2017-10-31	0
Minimum required contributions for current year target normal cost	2017-10-31	0
Net shortfall amortization installment of oustanding balance	2017-10-31	1,318,801
Total funding amount beforereflecting carryover/prefunding balances	2017-10-31	296,722
Additional cash requirement	2017-10-31	296,722
Contributions allocatedtoward minimum required contributions for current year	2017-10-31	541,613
Unpaid minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for all years	2017-10-31	0
2014: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	106
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	34
Number of retired or separated participants receiving benefits	2014-11-01	31
Number of other retired or separated participants entitled to future benefits	2014-11-01	7
Total of all active and inactive participants	2014-11-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	4
Total participants	2014-11-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0
2013: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	106
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	36
Number of retired or separated participants receiving benefits	2013-11-01	30
Number of other retired or separated participants entitled to future benefits	2013-11-01	35
Total of all active and inactive participants	2013-11-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	5
Total participants	2013-11-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2012: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	106
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	40
Number of retired or separated participants receiving benefits	2012-11-01	27
Number of other retired or separated participants entitled to future benefits	2012-11-01	35
Total of all active and inactive participants	2012-11-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	4
Total participants	2012-11-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0
2011: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	106
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	43
Number of retired or separated participants receiving benefits	2011-11-01	25
Number of other retired or separated participants entitled to future benefits	2011-11-01	35
Total of all active and inactive participants	2011-11-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	3
Total participants	2011-11-01	106
2010: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-11-01	109
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	45
Number of retired or separated participants receiving benefits	2010-11-01	22
Number of other retired or separated participants entitled to future benefits	2010-11-01	36
Total of all active and inactive participants	2010-11-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-11-01	3
Total participants	2010-11-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-11-01	0
2009: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	109
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	50
Number of retired or separated participants receiving benefits	2009-11-01	19
Number of other retired or separated participants entitled to future benefits	2009-11-01	36
Total of all active and inactive participants	2009-11-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	4
Total participants	2009-11-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	0

Financial Data on MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN

Measure	Date	Value
2015 : MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-10-31	$0
Total plan liabilities at beginning of year	2015-10-31	$0
Total income from all sources	2015-10-31	$684,775
Expenses. Total of all expenses incurred	2015-10-31	$1,150,890
Benefits paid (including direct rollovers)	2015-10-31	$1,089,249
Total plan assets at end of year	2015-10-31	$8,432,390
Total plan assets at beginning of year	2015-10-31	$8,898,505
Value of fidelity bond covering the plan	2015-10-31	$500,000
Other income received	2015-10-31	$162,119
Net income (gross income less expenses)	2015-10-31	$-466,115
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$8,432,390
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$8,898,505
Total contributions received or receivable from employer(s)	2015-10-31	$522,656
Expenses. Administrative service providers (salaries,fees and commissions)	2015-10-31	$61,641
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-10-31	$0
2014 : MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-10-31	$0
Total plan liabilities at beginning of year	2014-10-31	$0
Total income from all sources	2014-10-31	$1,003,580
Expenses. Total of all expenses incurred	2014-10-31	$556,399
Benefits paid (including direct rollovers)	2014-10-31	$496,830
Total plan assets at end of year	2014-10-31	$8,898,505
Total plan assets at beginning of year	2014-10-31	$8,451,324
Value of fidelity bond covering the plan	2014-10-31	$500,000
Other income received	2014-10-31	$497,037
Net income (gross income less expenses)	2014-10-31	$447,181
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$8,898,505
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$8,451,324
Total contributions received or receivable from employer(s)	2014-10-31	$506,543
Expenses. Administrative service providers (salaries,fees and commissions)	2014-10-31	$59,569
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-10-31	$0
2013 : MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-10-31	$0
Total plan liabilities at end of year	2013-10-31	$0
Total plan liabilities at beginning of year	2013-10-31	$0
Total income from all sources	2013-10-31	$867,403
Expenses. Total of all expenses incurred	2013-10-31	$523,504
Benefits paid (including direct rollovers)	2013-10-31	$470,056
Total plan assets at end of year	2013-10-31	$8,451,324
Total plan assets at beginning of year	2013-10-31	$8,107,425
Value of fidelity bond covering the plan	2013-10-31	$500,000
Total contributions received or receivable from participants	2013-10-31	$0
Expenses. Other expenses not covered elsewhere	2013-10-31	$0
Contributions received from other sources (not participants or employers)	2013-10-31	$0
Other income received	2013-10-31	$544,903
Noncash contributions received	2013-10-31	$0
Net income (gross income less expenses)	2013-10-31	$343,899
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$8,451,324
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$8,107,425
Total contributions received or receivable from employer(s)	2013-10-31	$322,500
Value of certain deemed distributions of participant loans	2013-10-31	$0
Value of corrective distributions	2013-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-31	$53,448
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-10-31	$0
2012 : MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2012 401k financial data
Transfers to/from the plan	2012-10-31	$0
Total plan liabilities at end of year	2012-10-31	$0
Total plan liabilities at beginning of year	2012-10-31	$0
Total income from all sources	2012-10-31	$1,086,996
Expenses. Total of all expenses incurred	2012-10-31	$486,295
Benefits paid (including direct rollovers)	2012-10-31	$434,962
Total plan assets at end of year	2012-10-31	$8,107,425
Total plan assets at beginning of year	2012-10-31	$7,506,724
Value of fidelity bond covering the plan	2012-10-31	$500,000
Total contributions received or receivable from participants	2012-10-31	$0
Expenses. Other expenses not covered elsewhere	2012-10-31	$0
Contributions received from other sources (not participants or employers)	2012-10-31	$0
Other income received	2012-10-31	$534,996
Noncash contributions received	2012-10-31	$0
Net income (gross income less expenses)	2012-10-31	$600,701
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$8,107,425
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$7,506,724
Total contributions received or receivable from employer(s)	2012-10-31	$552,000
Value of certain deemed distributions of participant loans	2012-10-31	$0
Value of corrective distributions	2012-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-10-31	$51,333
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-10-31	$0
2011 : MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-10-31	$0
Total plan liabilities at end of year	2011-10-31	$0
Total plan liabilities at beginning of year	2011-10-31	$0
Total income from all sources	2011-10-31	$902,480
Expenses. Total of all expenses incurred	2011-10-31	$507,771
Benefits paid (including direct rollovers)	2011-10-31	$458,510
Total plan assets at end of year	2011-10-31	$7,506,724
Total plan assets at beginning of year	2011-10-31	$7,112,015
Value of fidelity bond covering the plan	2011-10-31	$500,000
Total contributions received or receivable from participants	2011-10-31	$0
Expenses. Other expenses not covered elsewhere	2011-10-31	$0
Contributions received from other sources (not participants or employers)	2011-10-31	$0
Other income received	2011-10-31	$379,061
Noncash contributions received	2011-10-31	$0
Net income (gross income less expenses)	2011-10-31	$394,709
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$7,506,724
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$7,112,015
Total contributions received or receivable from employer(s)	2011-10-31	$523,419
Value of certain deemed distributions of participant loans	2011-10-31	$0
Value of corrective distributions	2011-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-10-31	$49,261
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-10-31	$0
2010 : MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-10-31	$0

Form 5500 Responses for MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN

2014: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Plan is a collectively bargained plan	Yes
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Plan is a collectively bargained plan	Yes
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Plan is a collectively bargained plan	Yes
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	Yes
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2010: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Submission has been amended	No
2010-11-01	This submission is the final filing	No
2010-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-11-01	Plan is a collectively bargained plan	Yes
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes
2009: MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. PENSION PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	Yes
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MERRIMACK VALLEY DISTRIBUTING COMPANY, INC. AND ITS AFFILIATES
Employer identification number (EIN):	041614640
NAIC Classification:	424800