401k Plan data: T R RICOTTA ELECTRIC, INC. CASH BALANCE PLAN & TRUST plan

T R RICOTTA ELECTRIC, INC. CASH BALANCE PLAN & TRUST 401k Plan overview

Plan Name	T R RICOTTA ELECTRIC, INC. CASH BALANCE PLAN & TRUST
Plan identification number	002

T R RICOTTA ELECTRIC, INC. CASH BALANCE PLAN & TRUST Benefits

401k Plan Type

Defined 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).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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).
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

T R RICOTTA ELECTRIC, INC. has sponsored the creation of one or more 401k plans.

Company Name: T R RICOTTA ELECTRIC, INC.

Employer identification number (EIN): 112761750

NAIC Classification: 238210
NAIC Description: Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan T R RICOTTA ELECTRIC, INC. CASH BALANCE PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 THOMAS RICOTTA 2017-09-18
002 2015-01-01 THOMAS RICOTTA 2016-09-26
002 2014-01-01 THOMAS RICOTTA 2015-09-28
002 2013-01-01 THOMAS RICOTTA 2014-03-27
002 2012-01-01 THOMAS RICOTTA 2013-10-14
002 2011-01-01 WILLIAM CLEMANS, E.A. 2012-10-01
002 2010-01-01 THOMAS RICOTTA 2011-07-22 THOMAS RICOTTA 2011-07-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	THOMAS RICOTTA	2017-09-18
002	2015-01-01	THOMAS RICOTTA	2016-09-26
002	2014-01-01	THOMAS RICOTTA	2015-09-28
002	2013-01-01	THOMAS RICOTTA	2014-03-27
002	2012-01-01	THOMAS RICOTTA	2013-10-14
002	2011-01-01	WILLIAM CLEMANS, E.A.	2012-10-01
002	2010-01-01	THOMAS RICOTTA	2011-07-22	THOMAS RICOTTA	2011-07-22

Plan Statistics for T R RICOTTA ELECTRIC, INC. CASH BALANCE PLAN & TRUST

401k plan membership statisitcs for T R RICOTTA ELECTRIC, INC. CASH BALANCE PLAN & TRUST

Measure Date Value
2021: T R RICOTTA ELECTRIC, INC. CASH BALANCE PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-12-31 4,964,903
Acturial value of plan assets 2021-12-31 4,964,903
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 3,481,187
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 3,481,187
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 3,481,187
Balance at beginning of prior year after applicable adjustments 2021-12-31 5,777
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 178,782
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 5,777
Amount remaining of prefunding balance 2021-12-31 178,782
Present value of excess contributions 2021-12-31 279,646
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 279,646
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 6,276
Balance of prefunding at beginning of current year 2021-12-31 194,211
Total employer contributions 2021-12-31 24,000
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 23,977
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 99,847
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 23,977
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: T R RICOTTA ELECTRIC, INC. CASH BALANCE PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-12-31 4,685,257
Acturial value of plan assets 2020-12-31 4,685,257
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 3,549,925
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 3,549,925
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 3,549,925
Balance at beginning of prior year after applicable adjustments 2020-12-31 4,811
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 148,898
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 4,811
Amount remaining of prefunding balance 2020-12-31 148,898
Present value of excess contributions 2020-12-31 353,477
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 353,477
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 5,777
Balance of prefunding at beginning of current year 2020-12-31 178,782
Total employer contributions 2020-12-31 277,000
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 2020-12-31 279,646
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 97,752
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 2020-12-31 279,646
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: T R RICOTTA ELECTRIC, INC. CASH BALANCE PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 4,244,644
Acturial value of plan assets 2019-12-31 4,244,644
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 3,459,075
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 3,459,075
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 3,459,075
Balance at beginning of prior year after applicable adjustments 2019-12-31 5,592
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 160,745
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 398
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 5,194
Amount remaining of prefunding balance 2019-12-31 160,745
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
Total available prior years excess cotributions added 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 4,811
Balance of prefunding at beginning of current year 2019-12-31 148,898
Total employer contributions 2019-12-31 348,200
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 2019-12-31 353,477
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 2019-12-31 417,425
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 2019-12-31 353,477
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: T R RICOTTA ELECTRIC, INC. CASH BALANCE PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 3,390,276
Acturial value of plan assets 2018-12-31 3,390,276
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 3,176,598
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 3,176,598
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 3,176,598
Balance at beginning of prior year after applicable adjustments 2018-12-31 4,876
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 140,156
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 4,876
Amount remaining of prefunding balance 2018-12-31 140,156
Present value of excess contributions 2018-12-31 369,167
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 369,167
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 5,592
Balance of prefunding at beginning of current year 2018-12-31 160,745
Total employer contributions 2018-12-31 359,400
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 2018-12-31 365,279
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 2018-12-31 406,514
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 2018-12-31 365,693
Carryover balance elected to use to offset funding requirement 2018-12-31 414
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 365,279
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 365,279
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: T R RICOTTA ELECTRIC, INC. CASH BALANCE PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 3,590,631
Acturial value of plan assets 2017-12-31 3,590,631
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 2,836,959
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 2,836,959
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 2,836,959
Balance at beginning of prior year after applicable adjustments 2017-12-31 4,700
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 135,090
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 4,700
Amount remaining of prefunding balance 2017-12-31 135,090
Present value of excess contributions 2017-12-31 254,217
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 254,217
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 4,876
Balance of prefunding at beginning of current year 2017-12-31 140,156
Total employer contributions 2017-12-31 360,400
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 2017-12-31 369,167
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 2017-12-31 389,138
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 2017-12-31 369,167
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: T R RICOTTA ELECTRIC, INC. CASH BALANCE PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 2,908,466
Acturial value of plan assets 2016-12-31 2,908,466
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 2,547,140
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 2,547,140
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 2,547,140
Balance at beginning of prior year after applicable adjustments 2016-12-31 4,854
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 139,513
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 4,854
Amount remaining of prefunding balance 2016-12-31 139,513
Present value of excess contributions 2016-12-31 231,655
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 231,655
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 4,700
Balance of prefunding at beginning of current year 2016-12-31 135,090
Total employer contributions 2016-12-31 408,400
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 2016-12-31 417,850
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 2016-12-31 376,907
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 2016-12-31 163,633
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 2016-12-31 163,633
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 417,850
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2021: T R RICOTTA ELECTRIC, INC. CASH BALANCE PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-12-31	4,964,903
Acturial value of plan assets	2021-12-31	4,964,903
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	3,481,187
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	3,481,187
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	3,481,187
Balance at beginning of prior year after applicable adjustments	2021-12-31	5,777
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	178,782
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	5,777
Amount remaining of prefunding balance	2021-12-31	178,782
Present value of excess contributions	2021-12-31	279,646
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	279,646
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	6,276
Balance of prefunding at beginning of current year	2021-12-31	194,211
Total employer contributions	2021-12-31	24,000
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	23,977
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	99,847
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	23,977
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: T R RICOTTA ELECTRIC, INC. CASH BALANCE PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-12-31	4,685,257
Acturial value of plan assets	2020-12-31	4,685,257
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	3,549,925
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	3,549,925
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	3,549,925
Balance at beginning of prior year after applicable adjustments	2020-12-31	4,811
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	148,898
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	4,811
Amount remaining of prefunding balance	2020-12-31	148,898
Present value of excess contributions	2020-12-31	353,477
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	353,477
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	5,777
Balance of prefunding at beginning of current year	2020-12-31	178,782
Total employer contributions	2020-12-31	277,000
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	279,646
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	97,752
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	279,646
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: T R RICOTTA ELECTRIC, INC. CASH BALANCE PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	4,244,644
Acturial value of plan assets	2019-12-31	4,244,644
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	3,459,075
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	3,459,075
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	3,459,075
Balance at beginning of prior year after applicable adjustments	2019-12-31	5,592
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	160,745
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	398
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	5,194
Amount remaining of prefunding balance	2019-12-31	160,745
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
Total available prior years excess cotributions added 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	4,811
Balance of prefunding at beginning of current year	2019-12-31	148,898
Total employer contributions	2019-12-31	348,200
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	353,477
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	417,425
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	353,477
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: T R RICOTTA ELECTRIC, INC. CASH BALANCE PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	3,390,276
Acturial value of plan assets	2018-12-31	3,390,276
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	3,176,598
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	3,176,598
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	3,176,598
Balance at beginning of prior year after applicable adjustments	2018-12-31	4,876
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	140,156
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	4,876
Amount remaining of prefunding balance	2018-12-31	140,156
Present value of excess contributions	2018-12-31	369,167
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	369,167
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	5,592
Balance of prefunding at beginning of current year	2018-12-31	160,745
Total employer contributions	2018-12-31	359,400
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	365,279
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	406,514
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	365,693
Carryover balance elected to use to offset funding requirement	2018-12-31	414
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	365,279
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	365,279
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: T R RICOTTA ELECTRIC, INC. CASH BALANCE PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	3,590,631
Acturial value of plan assets	2017-12-31	3,590,631
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	2,836,959
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	2,836,959
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	2,836,959
Balance at beginning of prior year after applicable adjustments	2017-12-31	4,700
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	135,090
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	4,700
Amount remaining of prefunding balance	2017-12-31	135,090
Present value of excess contributions	2017-12-31	254,217
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	254,217
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	4,876
Balance of prefunding at beginning of current year	2017-12-31	140,156
Total employer contributions	2017-12-31	360,400
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	369,167
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	389,138
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	369,167
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: T R RICOTTA ELECTRIC, INC. CASH BALANCE PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	2,908,466
Acturial value of plan assets	2016-12-31	2,908,466
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	2,547,140
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	2,547,140
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	2,547,140
Balance at beginning of prior year after applicable adjustments	2016-12-31	4,854
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	139,513
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	4,854
Amount remaining of prefunding balance	2016-12-31	139,513
Present value of excess contributions	2016-12-31	231,655
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	231,655
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	4,700
Balance of prefunding at beginning of current year	2016-12-31	135,090
Total employer contributions	2016-12-31	408,400
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	417,850
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	376,907
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	163,633
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	163,633
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	417,850
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	T R RICOTTA ELECTRIC, INC.
Employer identification number (EIN):	112761750
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors