Plan Name | MARK S. ORTIZ WELDING, INC. DEFINED BENEFIT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | MARK S. ORTIZ WELDING, INC. |
Employer identification number (EIN): | 133548649 |
NAIC Classification: | 332810 |
Additional information about MARK S. ORTIZ WELDING, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1989-12-13 |
Company Identification Number: | 1406715 |
Legal Registered Office Address: |
524 COMMERCE STREET Westchester HAWTHORNE United States of America (USA) 10532 |
More information about MARK S. ORTIZ WELDING, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-12-31 | ||||
001 | 2020-12-31 | ||||
001 | 2019-12-31 | ||||
001 | 2018-12-31 | ||||
001 | 2017-12-31 | ||||
001 | 2016-12-31 | ||||
001 | 2015-12-31 | ||||
001 | 2014-12-31 | ||||
001 | 2013-12-31 | ||||
001 | 2012-12-31 | MARK S. ORTIZ | 2014-10-03 | MARK S. ORTIZ | 2014-10-03 |
001 | 2011-12-31 | MARK S. ORTIZ | 2013-10-04 | MARK S. ORTIZ | 2013-10-04 |
001 | 2010-12-31 | MARK S. ORTIZ | 2012-10-01 | MARK S. ORTIZ | 2012-10-01 |
001 | 2008-12-31 |
Measure | Date | Value |
---|---|---|
2022: MARK S. ORTIZ WELDING, INC. DEFINED BENEFIT PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-30 | 1,743,043 |
Acturial value of plan assets | 2022-12-30 | 1,743,043 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-30 | 0 |
Number of terminated vested participants | 2022-12-30 | 0 |
Fundng target for terminated vested participants | 2022-12-30 | 0 |
Active participant vested funding target | 2022-12-30 | 1,302,342 |
Number of active participants | 2022-12-30 | 3 |
Total funding liabilities for active participants | 2022-12-30 | 1,302,342 |
Total participant count | 2022-12-30 | 3 |
Total funding target for all participants | 2022-12-30 | 1,302,342 |
Balance at beginning of prior year after applicable adjustments | 2022-12-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-30 | 0 |
Amount remaining of carryover balance | 2022-12-30 | 0 |
Amount remaining of prefunding balance | 2022-12-30 | 0 |
Present value of excess contributions | 2022-12-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-30 | 0 |
Balance of carryovers at beginning of current year | 2022-12-30 | 0 |
Balance of prefunding at beginning of current year | 2022-12-30 | 0 |
Total employer contributions | 2022-12-30 | 0 |
Total employee contributions | 2022-12-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-30 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-30 | 1,395 |
Net shortfall amortization installment of oustanding balance | 2022-12-30 | 0 |
Waiver amortization installment | 2022-12-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-30 | 0 |
Additional cash requirement | 2022-12-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-30 | 0 |
Unpaid minimum required contributions for current year | 2022-12-30 | 0 |
Unpaid minimum required contributions for all years | 2022-12-30 | 0 |
2021: MARK S. ORTIZ WELDING, INC. DEFINED BENEFIT PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-30 | 1,886,095 |
Acturial value of plan assets | 2021-12-30 | 1,886,095 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-30 | 0 |
Number of terminated vested participants | 2021-12-30 | 1 |
Fundng target for terminated vested participants | 2021-12-30 | 224,079 |
Active participant vested funding target | 2021-12-30 | 1,172,700 |
Number of active participants | 2021-12-30 | 3 |
Total funding liabilities for active participants | 2021-12-30 | 1,172,700 |
Total participant count | 2021-12-30 | 4 |
Total funding target for all participants | 2021-12-30 | 1,396,779 |
Balance at beginning of prior year after applicable adjustments | 2021-12-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-30 | 0 |
Amount remaining of carryover balance | 2021-12-30 | 0 |
Amount remaining of prefunding balance | 2021-12-30 | 0 |
Present value of excess contributions | 2021-12-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-30 | 0 |
Balance of carryovers at beginning of current year | 2021-12-30 | 0 |
Balance of prefunding at beginning of current year | 2021-12-30 | 0 |
Total employer contributions | 2021-12-30 | 0 |
Total employee contributions | 2021-12-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-30 | 7,789 |
Net shortfall amortization installment of oustanding balance | 2021-12-30 | 0 |
Waiver amortization installment | 2021-12-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-30 | 0 |
Additional cash requirement | 2021-12-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-30 | 0 |
Unpaid minimum required contributions for current year | 2021-12-30 | 0 |
Unpaid minimum required contributions for all years | 2021-12-30 | 0 |
2020: MARK S. ORTIZ WELDING, INC. DEFINED BENEFIT PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-30 | 1,624,605 |
Acturial value of plan assets | 2020-12-30 | 1,624,605 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-30 | 0 |
Number of terminated vested participants | 2020-12-30 | 0 |
Fundng target for terminated vested participants | 2020-12-30 | 0 |
Active participant vested funding target | 2020-12-30 | 1,364,945 |
Number of active participants | 2020-12-30 | 4 |
Total funding liabilities for active participants | 2020-12-30 | 1,364,945 |
Total participant count | 2020-12-30 | 4 |
Total funding target for all participants | 2020-12-30 | 1,364,945 |
Balance at beginning of prior year after applicable adjustments | 2020-12-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-30 | 0 |
Amount remaining of carryover balance | 2020-12-30 | 0 |
Amount remaining of prefunding balance | 2020-12-30 | 0 |
Present value of excess contributions | 2020-12-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-30 | 0 |
Balance of carryovers at beginning of current year | 2020-12-30 | 0 |
Balance of prefunding at beginning of current year | 2020-12-30 | 0 |
Total employer contributions | 2020-12-30 | 0 |
Total employee contributions | 2020-12-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-30 | 3,463 |
Net shortfall amortization installment of oustanding balance | 2020-12-30 | 0 |
Waiver amortization installment | 2020-12-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-30 | 0 |
Additional cash requirement | 2020-12-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-30 | 0 |
Unpaid minimum required contributions for current year | 2020-12-30 | 0 |
Unpaid minimum required contributions for all years | 2020-12-30 | 0 |
2019: MARK S. ORTIZ WELDING, INC. DEFINED BENEFIT PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-30 | 1,376,860 |
Acturial value of plan assets | 2019-12-30 | 1,376,860 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-30 | 0 |
Number of terminated vested participants | 2019-12-30 | 0 |
Fundng target for terminated vested participants | 2019-12-30 | 0 |
Active participant vested funding target | 2019-12-30 | 1,273,319 |
Number of active participants | 2019-12-30 | 4 |
Total funding liabilities for active participants | 2019-12-30 | 1,273,319 |
Total participant count | 2019-12-30 | 4 |
Total funding target for all participants | 2019-12-30 | 1,273,319 |
Balance at beginning of prior year after applicable adjustments | 2019-12-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-30 | 0 |
Amount remaining of carryover balance | 2019-12-30 | 0 |
Amount remaining of prefunding balance | 2019-12-30 | 0 |
Present value of excess contributions | 2019-12-30 | 23,573 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-30 | 24,785 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-30 | 0 |
Balance of carryovers at beginning of current year | 2019-12-30 | 0 |
Balance of prefunding at beginning of current year | 2019-12-30 | 0 |
Total employer contributions | 2019-12-30 | 0 |
Total employee contributions | 2019-12-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-30 | 7,094 |
Net shortfall amortization installment of oustanding balance | 2019-12-30 | 0 |
Waiver amortization installment | 2019-12-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-12-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-30 | 0 |
Additional cash requirement | 2019-12-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-30 | 0 |
Unpaid minimum required contributions for current year | 2019-12-30 | 0 |
Unpaid minimum required contributions for all years | 2019-12-30 | 0 |
2018: MARK S. ORTIZ WELDING, INC. DEFINED BENEFIT PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-30 | 1,443,686 |
Acturial value of plan assets | 2018-12-30 | 1,443,686 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-30 | 0 |
Number of terminated vested participants | 2018-12-30 | 0 |
Fundng target for terminated vested participants | 2018-12-30 | 0 |
Active participant vested funding target | 2018-12-30 | 1,129,473 |
Number of active participants | 2018-12-30 | 4 |
Total funding liabilities for active participants | 2018-12-30 | 1,129,473 |
Total participant count | 2018-12-30 | 4 |
Total funding target for all participants | 2018-12-30 | 1,129,473 |
Balance at beginning of prior year after applicable adjustments | 2018-12-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-30 | 0 |
Amount remaining of carryover balance | 2018-12-30 | 0 |
Amount remaining of prefunding balance | 2018-12-30 | 0 |
Present value of excess contributions | 2018-12-30 | 37,266 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-30 | 39,468 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-30 | 0 |
Balance of carryovers at beginning of current year | 2018-12-30 | 0 |
Balance of prefunding at beginning of current year | 2018-12-30 | 0 |
Total employer contributions | 2018-12-30 | 25,000 |
Total employee contributions | 2018-12-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-30 | 23,573 |
Unpaid minimum required contributions for all prior years | 2018-12-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-30 | 16,730 |
Net shortfall amortization installment of oustanding balance | 2018-12-30 | 0 |
Waiver amortization installment | 2018-12-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-30 | 0 |
Additional cash requirement | 2018-12-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-30 | 23,573 |
Unpaid minimum required contributions for current year | 2018-12-30 | 0 |
Unpaid minimum required contributions for all years | 2018-12-30 | 0 |
2017: MARK S. ORTIZ WELDING, INC. DEFINED BENEFIT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-30 | 1,246,954 |
Acturial value of plan assets | 2017-12-30 | 1,246,954 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-30 | 0 |
Number of terminated vested participants | 2017-12-30 | 1 |
Fundng target for terminated vested participants | 2017-12-30 | 44,856 |
Active participant vested funding target | 2017-12-30 | 950,562 |
Number of active participants | 2017-12-30 | 4 |
Total funding liabilities for active participants | 2017-12-30 | 950,562 |
Total participant count | 2017-12-30 | 5 |
Total funding target for all participants | 2017-12-30 | 995,418 |
Balance at beginning of prior year after applicable adjustments | 2017-12-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-30 | 0 |
Amount remaining of carryover balance | 2017-12-30 | 0 |
Amount remaining of prefunding balance | 2017-12-30 | 0 |
Present value of excess contributions | 2017-12-30 | 37,094 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-30 | 39,342 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-30 | 0 |
Balance of carryovers at beginning of current year | 2017-12-30 | 0 |
Balance of prefunding at beginning of current year | 2017-12-30 | 0 |
Total employer contributions | 2017-12-30 | 40,000 |
Total employee contributions | 2017-12-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-30 | 37,266 |
Unpaid minimum required contributions for all prior years | 2017-12-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-30 | 66,540 |
Net shortfall amortization installment of oustanding balance | 2017-12-30 | 0 |
Waiver amortization installment | 2017-12-30 | 0 |
Waived amount of outstanding balance | 2017-12-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-30 | 0 |
Additional cash requirement | 2017-12-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-30 | 37,266 |
Unpaid minimum required contributions for current year | 2017-12-30 | 0 |
Unpaid minimum required contributions for all years | 2017-12-30 | 0 |
2008: MARK S. ORTIZ WELDING, INC. DEFINED BENEFIT PLAN 2008 form 5500 responses | ||
---|---|---|
2008-12-31 | Type of plan entity | Single employer plan |
2008-12-31 | Submission has been amended | No |
2008-12-31 | This submission is the final filing | No |
2008-12-31 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-12-31 | Plan is a collectively bargained plan | No |