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J. S. MORTIMER, INC. PENSION PLAN 401k Plan overview

Plan NameJ. S. MORTIMER, INC. PENSION PLAN
Plan identification number 003

J. S. MORTIMER, INC. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

J. S. MORTIMER, INC. has sponsored the creation of one or more 401k plans.

Company Name:J. S. MORTIMER, INC.
Employer identification number (EIN):043529621
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. S. MORTIMER, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-10-01
0032021-10-01
0032020-10-01
0032019-10-01
0032018-10-01
0032017-10-01
0032016-10-01
0032015-10-01

Plan Statistics for J. S. MORTIMER, INC. PENSION PLAN

401k plan membership statisitcs for J. S. MORTIMER, INC. PENSION PLAN

Measure Date Value
2023: J. S. MORTIMER, INC. PENSION PLAN 2023 401k membership
Market value of plan assets2023-09-301,012,153
Acturial value of plan assets2023-09-301,012,153
Funding target for retired participants and beneficiaries receiving payment2023-09-300
Number of terminated vested participants2023-09-306
Fundng target for terminated vested participants2023-09-308,519
Active participant vested funding target2023-09-301,147,057
Number of active participants2023-09-3014
Total funding liabilities for active participants2023-09-301,147,057
Total participant count2023-09-3020
Total funding target for all participants2023-09-301,155,576
Balance at beginning of prior year after applicable adjustments2023-09-300
Prefunding balance at beginning of prior year after applicable adjustments2023-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-09-300
Prefunding balanced used to offset prior years funding requirement2023-09-300
Amount remaining of carryover balance2023-09-300
Amount remaining of prefunding balance2023-09-300
Present value of excess contributions2023-09-301,423
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-09-301,423
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-09-300
Reductions in caryover balances due to elections or deemed elections2023-09-300
Reductions in prefunding balances due to elections or deemed elections2023-09-300
Balance of carryovers at beginning of current year2023-09-300
Balance of prefunding at beginning of current year2023-09-300
Total employer contributions2023-09-30191,976
Total employee contributions2023-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-09-300
Contributions made to avoid restrictions adjusted to valuation date2023-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-09-30178,123
Liquidity shortfalls end of Q12023-09-300
Liquidity shortfalls end of Q22023-09-300
Liquidity shortfalls end of Q32023-09-300
Liquidity shortfalls end of Q42023-09-300
Unpaid minimum required contributions for all prior years2023-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-09-300
Remaining amount of unpaid minimum required contributions2023-09-300
Minimum required contributions for current year target normal cost2023-09-30163,570
Net shortfall amortization installment of oustanding balance2023-09-30143,423
Waiver amortization installment2023-09-300
Total funding amount beforereflecting carryover/prefunding balances2023-09-30177,634
Additional cash requirement2023-09-30177,634
Contributions allocatedtoward minimum required contributions for current year2023-09-30178,123
Unpaid minimum required contributions for current year2023-09-300
Unpaid minimum required contributions for all years2023-09-300
2022: J. S. MORTIMER, INC. PENSION PLAN 2022 401k membership
Market value of plan assets2022-09-30755,630
Acturial value of plan assets2022-09-30755,630
Funding target for retired participants and beneficiaries receiving payment2022-09-300
Number of terminated vested participants2022-09-307
Fundng target for terminated vested participants2022-09-309,895
Active participant vested funding target2022-09-30936,373
Number of active participants2022-09-3014
Total funding liabilities for active participants2022-09-30936,373
Total participant count2022-09-3021
Total funding target for all participants2022-09-30946,268
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-301,011
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-301,011
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-30181,940
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-30176,758
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-30157,560
Net shortfall amortization installment of oustanding balance2022-09-30190,638
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-30175,335
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-30175,335
Contributions allocatedtoward minimum required contributions for current year2022-09-30176,758
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: J. S. MORTIMER, INC. PENSION PLAN 2021 401k membership
Market value of plan assets2021-09-30831,000
Acturial value of plan assets2021-09-30831,000
Funding target for retired participants and beneficiaries receiving payment2021-09-300
Number of terminated vested participants2021-09-307
Fundng target for terminated vested participants2021-09-309,747
Active participant vested funding target2021-09-30814,514
Number of active participants2021-09-3013
Total funding liabilities for active participants2021-09-30814,514
Total participant count2021-09-3020
Total funding target for all participants2021-09-30824,261
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-30154,364
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-3075,023
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-3071,449
Liquidity shortfalls end of Q12021-09-300
Liquidity shortfalls end of Q22021-09-300
Liquidity shortfalls end of Q32021-09-300
Liquidity shortfalls end of Q42021-09-300
Unpaid minimum required contributions for all prior years2021-09-3075,023
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-3075,023
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-3077,177
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-3070,438
Additional cash requirement2021-09-3070,438
Contributions allocatedtoward minimum required contributions for current year2021-09-3071,449
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: J. S. MORTIMER, INC. PENSION PLAN 2020 401k membership
Market value of plan assets2020-09-30648,812
Acturial value of plan assets2020-09-30648,812
Funding target for retired participants and beneficiaries receiving payment2020-09-300
Number of terminated vested participants2020-09-308
Fundng target for terminated vested participants2020-09-309,222
Active participant vested funding target2020-09-30578,180
Number of active participants2020-09-3010
Total funding liabilities for active participants2020-09-30578,180
Total participant count2020-09-3018
Total funding target for all participants2020-09-30587,402
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-3021
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-3021
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-300
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-300
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-30136,433
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-3075,023
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-3075,023
Contributions allocatedtoward minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for current year2020-09-3075,023
Unpaid minimum required contributions for all years2020-09-3075,023
2019: J. S. MORTIMER, INC. PENSION PLAN 2019 401k membership
Market value of plan assets2019-09-30540,964
Acturial value of plan assets2019-09-30540,964
Funding target for retired participants and beneficiaries receiving payment2019-09-300
Number of terminated vested participants2019-09-305
Fundng target for terminated vested participants2019-09-303,166
Active participant vested funding target2019-09-30444,607
Number of active participants2019-09-3011
Total funding liabilities for active participants2019-09-30444,607
Total participant count2019-09-3016
Total funding target for all participants2019-09-30447,773
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-3099,873
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-3099,873
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-3048,879
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-3047,026
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-30140,196
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-3047,005
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-3047,005
Contributions allocatedtoward minimum required contributions for current year2019-09-3047,026
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: J. S. MORTIMER, INC. PENSION PLAN 2018 401k membership
Market value of plan assets2018-09-30351,845
Acturial value of plan assets2018-09-30351,845
Funding target for retired participants and beneficiaries receiving payment2018-09-300
Number of terminated vested participants2018-09-304
Fundng target for terminated vested participants2018-09-301,473
Active participant vested funding target2018-09-30281,474
Number of active participants2018-09-3012
Total funding liabilities for active participants2018-09-30281,474
Total participant count2018-09-3016
Total funding target for all participants2018-09-30282,947
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-3066,307
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-3066,307
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-30173,425
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-30166,671
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-30135,696
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-3066,798
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-3066,798
Contributions allocatedtoward minimum required contributions for current year2018-09-30166,671
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: J. S. MORTIMER, INC. PENSION PLAN 2017 401k membership
Market value of plan assets2017-09-30164,507
Acturial value of plan assets2017-09-30164,507
Funding target for retired participants and beneficiaries receiving payment2017-09-300
Number of terminated vested participants2017-09-300
Fundng target for terminated vested participants2017-09-300
Active participant vested funding target2017-09-30133,660
Number of active participants2017-09-3016
Total funding liabilities for active participants2017-09-30133,660
Total participant count2017-09-3016
Total funding target for all participants2017-09-30133,660
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-3028,613
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-3028,613
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-30172,250
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-30165,341
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30129,881
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Waived amount of outstanding balance2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-3099,034
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-3099,034
Contributions allocatedtoward minimum required contributions for current year2017-09-30165,341
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300

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