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DOYLE & ROTH RETIREMENT PLAN 401k Plan overview

Plan NameDOYLE & ROTH RETIREMENT PLAN
Plan identification number 002

DOYLE & ROTH RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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

DOYLE & ROTH MANUFACTURING CO., INC has sponsored the creation of one or more 401k plans.

Company Name:DOYLE & ROTH MANUFACTURING CO., INC
Employer identification number (EIN):222012729
NAIC Classification:333900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DOYLE & ROTH RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01MARY ANN AVELLO2024-03-26
0022021-07-01MARY ANN AVELLA2023-04-17
0022020-07-01MARY ANN AVELLA2022-04-07
0022019-07-01MARY ANN AVELLA2021-03-25
0022018-07-01MARY ANN AVELLA2019-12-12 MARY ANN AVELLA2019-12-12
0022017-07-01MARY ANN AVELLA2018-11-15
0022016-07-01MARY ANN AVELLA2018-04-12 MARY ANN AVELLA2018-04-12
0022015-07-01MARY ANN AVELLA2017-04-10 MARY ANN AVELLA2017-04-10
0022014-07-01MARY ANN AVELLA2016-04-12 MARY ANN AVELLA2016-04-12
0022013-07-01PETER COUGHLAN2015-04-13
0022012-07-01GEORGE HAHN2014-07-29 GEORGE HAHN2014-07-29
0022011-07-01PETER COUGHLAN2013-04-15
0022010-07-01PETER COUGHLAN2012-04-13
0022008-07-01GEORGE HAHN GEORGE HAHN2011-04-14

Plan Statistics for DOYLE & ROTH RETIREMENT PLAN

401k plan membership statisitcs for DOYLE & ROTH RETIREMENT PLAN

Measure Date Value
2023: DOYLE & ROTH RETIREMENT PLAN 2023 401k membership
Market value of plan assets2023-06-30537,663
Acturial value of plan assets2023-06-30537,663
Funding target for retired participants and beneficiaries receiving payment2023-06-30116,444
Number of terminated vested participants2023-06-304
Fundng target for terminated vested participants2023-06-3036,409
Active participant vested funding target2023-06-30488,217
Number of active participants2023-06-3013
Total funding liabilities for active participants2023-06-30493,581
Total participant count2023-06-3021
Total funding target for all participants2023-06-30646,434
Balance at beginning of prior year after applicable adjustments2023-06-300
Prefunding balance at beginning of prior year after applicable adjustments2023-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-06-300
Prefunding balanced used to offset prior years funding requirement2023-06-300
Amount remaining of carryover balance2023-06-300
Amount remaining of prefunding balance2023-06-300
Present value of excess contributions2023-06-30912
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-301,010
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-06-300
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-300
Balance of carryovers at beginning of current year2023-06-300
Balance of prefunding at beginning of current year2023-06-300
Total employer contributions2023-06-3042,000
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-3040,243
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-3029,353
Net shortfall amortization installment of oustanding balance2023-06-30108,771
Waiver amortization installment2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-3039,405
Carryover balance elected to use to offset funding requirement2023-06-300
Prefunding balance elected to use to offset funding requirement2023-06-300
Additional cash requirement2023-06-3039,405
Contributions allocatedtoward minimum required contributions for current year2023-06-3040,243
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: DOYLE & ROTH RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-06-30734,877
Acturial value of plan assets2022-06-30734,877
Funding target for retired participants and beneficiaries receiving payment2022-06-30119,189
Number of terminated vested participants2022-06-303
Fundng target for terminated vested participants2022-06-3032,747
Active participant vested funding target2022-06-30498,515
Number of active participants2022-06-3013
Total funding liabilities for active participants2022-06-30503,432
Total participant count2022-06-3020
Total funding target for all participants2022-06-30655,368
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-30912
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-30961
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-307,000
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-306,695
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-3030,478
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-306,695
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: DOYLE & ROTH RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-06-30669,117
Acturial value of plan assets2021-06-30669,117
Funding target for retired participants and beneficiaries receiving payment2021-06-30125,709
Number of terminated vested participants2021-06-303
Fundng target for terminated vested participants2021-06-3032,279
Active participant vested funding target2021-06-30593,485
Number of active participants2021-06-3014
Total funding liabilities for active participants2021-06-30599,362
Total participant count2021-06-3021
Total funding target for all participants2021-06-30757,350
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-303,056
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-303,226
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-3053,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-3049,956
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3033,385
Net shortfall amortization installment of oustanding balance2021-06-3088,233
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-3049,044
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-3049,044
Contributions allocatedtoward minimum required contributions for current year2021-06-3049,956
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: DOYLE & ROTH RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-06-30748,331
Acturial value of plan assets2020-06-30748,331
Funding target for retired participants and beneficiaries receiving payment2020-06-30128,428
Number of terminated vested participants2020-06-301
Fundng target for terminated vested participants2020-06-3028,999
Active participant vested funding target2020-06-30600,758
Number of active participants2020-06-3015
Total funding liabilities for active participants2020-06-30604,631
Total participant count2020-06-3020
Total funding target for all participants2020-06-30762,058
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-3026,690
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-3028,225
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-3052,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-3048,509
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3042,288
Net shortfall amortization installment of oustanding balance2020-06-3013,727
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-3045,453
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-3045,453
Contributions allocatedtoward minimum required contributions for current year2020-06-3048,509
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: DOYLE & ROTH RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-06-30748,370
Acturial value of plan assets2019-06-30748,370
Funding target for retired participants and beneficiaries receiving payment2019-06-30131,068
Number of terminated vested participants2019-06-302
Fundng target for terminated vested participants2019-06-3040,423
Active participant vested funding target2019-06-30607,845
Number of active participants2019-06-3016
Total funding liabilities for active participants2019-06-30611,792
Total participant count2019-06-3022
Total funding target for all participants2019-06-30783,283
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-304,436
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-304,700
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-3063,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-3061,222
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3028,622
Net shortfall amortization installment of oustanding balance2019-06-3034,913
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-3034,532
Additional cash requirement2019-06-3034,532
Contributions allocatedtoward minimum required contributions for current year2019-06-3061,222
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: DOYLE & ROTH RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-06-30763,418
Acturial value of plan assets2018-06-30763,418
Funding target for retired participants and beneficiaries receiving payment2018-06-3070,819
Number of terminated vested participants2018-06-303
Fundng target for terminated vested participants2018-06-3047,061
Active participant vested funding target2018-06-30648,505
Number of active participants2018-06-3015
Total funding liabilities for active participants2018-06-30648,505
Total participant count2018-06-3022
Total funding target for all participants2018-06-30766,385
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-301,476
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-301,476
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-3033,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3031,524
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3026,471
Net shortfall amortization installment of oustanding balance2018-06-302,967
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-3027,088
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-3027,088
Contributions allocatedtoward minimum required contributions for current year2018-06-3031,524
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: DOYLE & ROTH RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-06-30726,899
Acturial value of plan assets2017-06-30726,899
Funding target for retired participants and beneficiaries receiving payment2017-06-3072,292
Number of terminated vested participants2017-06-303
Fundng target for terminated vested participants2017-06-3075,240
Active participant vested funding target2017-06-30586,055
Number of active participants2017-06-3016
Total funding liabilities for active participants2017-06-30586,055
Total participant count2017-06-3023
Total funding target for all participants2017-06-30733,587
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-3016,328
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3017,335
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-3021,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3020,214
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-3017,633
Net shortfall amortization installment of oustanding balance2017-06-306,688
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-3018,738
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-3018,738
Contributions allocatedtoward minimum required contributions for current year2017-06-3020,214
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2008: DOYLE & ROTH RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-0142
Total number of active participants reported on line 7a of the Form 55002008-07-0122
Number of retired or separated participants receiving benefits2008-07-011
Number of other retired or separated participants entitled to future benefits2008-07-0119
Total of all active and inactive participants2008-07-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-011

Financial Data on DOYLE & ROTH RETIREMENT PLAN

Measure Date Value
2009 : DOYLE & ROTH RETIREMENT PLAN 2009 401k financial data
Total plan liabilities at end of year2009-06-30$0
Total plan liabilities at beginning of year2009-06-30$0
Total income from all sources2009-06-30$-103,212
Expenses. Total of all expenses incurred2009-06-30$705
Benefits paid (including direct rollovers)2009-06-30$705
Total plan assets at end of year2009-06-30$290,676
Total plan assets at beginning of year2009-06-30$394,593
Value of fidelity bond covering the plan2009-06-30$500,000
Other income received2009-06-30$-119,212
Net income (gross income less expenses)2009-06-30$-103,917
Net plan assets at end of year (total assets less liabilities)2009-06-30$290,676
Net plan assets at beginning of year (total assets less liabilities)2009-06-30$394,593
Total contributions received or receivable from employer(s)2009-06-30$16,000

Form 5500 Responses for DOYLE & ROTH RETIREMENT PLAN

2008: DOYLE & ROTH RETIREMENT PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedYes
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement - TrustYes

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