401k Plan data: GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST plan

GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST 401k Plan overview

Plan Name	GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST
Plan identification number	001

GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

GENERAL SHEET METAL COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name: GENERAL SHEET METAL COMPANY, LLC

Employer identification number (EIN): 320042112

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JAMES KRENIK 2015-10-15
001 2014-01-01 JAMES KRENIK 2015-10-12
001 2013-01-01 JAMES KRENIK 2014-08-18
001 2012-01-01 JAMES WIGGEN 2013-10-14
001 2011-01-01 JAMES WIGGEN 2012-10-03
001 2010-01-01 JAMES WIGGEN 2011-10-11 JAMES WIGGEN 2011-10-11

Plan Statistics for GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST

401k plan membership statisitcs for GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST

Measure Date Value
2022: GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST 2022 401k membership
Market value of plan assets 2022-12-31 6,591,801
Acturial value of plan assets 2022-12-31 6,591,801
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 2,077,273
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 3,955,762
Number of active participants 2022-12-31 4
Total funding liabilities for active participants 2022-12-31 3,955,762
Total participant count 2022-12-31 7
Total funding target for all participants 2022-12-31 6,033,035
Balance at beginning of prior year after applicable adjustments 2022-12-31 45,454
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 154,333
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 45,454
Amount remaining of prefunding balance 2022-12-31 154,333
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 53,608
Balance of prefunding at beginning of current year 2022-12-31 182,020
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 64,063
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST 2021 401k membership
Market value of plan assets 2021-12-31 5,625,577
Acturial value of plan assets 2021-12-31 5,625,577
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 817,191
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 4,934,536
Number of active participants 2021-12-31 6
Total funding liabilities for active participants 2021-12-31 4,934,536
Total participant count 2021-12-31 7
Total funding target for all participants 2021-12-31 5,751,727
Balance at beginning of prior year after applicable adjustments 2021-12-31 67,921
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 143,193
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 25,748
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 42,173
Amount remaining of prefunding balance 2021-12-31 143,193
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available 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 45,454
Balance of prefunding at beginning of current year 2021-12-31 154,333
Total employer contributions 2021-12-31 190,000
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 2021-12-31 186,793
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 49,832
Net shortfall amortization installment of oustanding balance 2021-12-31 325,937
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 80,223
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 80,223
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 186,793
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST 2020 401k membership
Market value of plan assets 2020-12-31 5,344,262
Acturial value of plan assets 2020-12-31 5,344,262
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 870,431
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 4,452,991
Number of active participants 2020-12-31 6
Total funding liabilities for active participants 2020-12-31 4,452,991
Total participant count 2020-12-31 7
Total funding target for all participants 2020-12-31 5,323,422
Balance at beginning of prior year after applicable adjustments 2020-12-31 148,588
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 119,298
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 92,001
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 56,587
Amount remaining of prefunding balance 2020-12-31 119,298
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 67,921
Balance of prefunding at beginning of current year 2020-12-31 143,193
Total employer contributions 2020-12-31 95,000
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 91,686
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 48,332
Net shortfall amortization installment of oustanding balance 2020-12-31 190,274
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 117,434
Carryover balance elected to use to offset funding requirement 2020-12-31 25,748
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 91,686
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 91,686
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST 2019 401k membership
Market value of plan assets 2019-12-31 4,406,132
Acturial value of plan assets 2019-12-31 4,404,983
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 872,756
Active participant vested funding target 2019-12-31 4,298,615
Number of active participants 2019-12-31 6
Total funding liabilities for active participants 2019-12-31 4,298,615
Total participant count 2019-12-31 7
Total funding target for all participants 2019-12-31 5,171,371
Balance at beginning of prior year after applicable adjustments 2019-12-31 239,210
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 123,433
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 61,734
Amount remaining of carryover balance 2019-12-31 177,476
Amount remaining of prefunding balance 2019-12-31 123,433
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
Reductions in caryover balances due to elections or deemed elections 2019-12-31 22,943
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 148,588
Balance of prefunding at beginning of current year 2019-12-31 119,298
Total employer contributions 2019-12-31 275,000
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 2019-12-31 259,083
Unpaid minimum required contributions for all prior years 2019-12-31 0
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 46,804
Net shortfall amortization installment of oustanding balance 2019-12-31 1,034,274
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 351,084
Carryover balance elected to use to offset funding requirement 2019-12-31 92,001
Additional cash requirement 2019-12-31 259,083
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 259,083
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST 2018 401k membership
Market value of plan assets 2018-12-31 4,947,270
Acturial value of plan assets 2018-12-31 4,946,887
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 873,153
Active participant vested funding target 2018-12-31 4,329,878
Number of active participants 2018-12-31 7
Total funding liabilities for active participants 2018-12-31 4,329,878
Total participant count 2018-12-31 8
Total funding target for all participants 2018-12-31 5,203,031
Balance at beginning of prior year after applicable adjustments 2018-12-31 298,189
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 109,699
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 85,596
Amount remaining of carryover balance 2018-12-31 212,593
Amount remaining of prefunding balance 2018-12-31 109,699
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 239,210
Balance of prefunding at beginning of current year 2018-12-31 123,433
Total employer contributions 2018-12-31 351,000
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 2018-12-31 335,033
Unpaid minimum required contributions for all prior years 2018-12-31 0
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 2018-12-31 190,585
Net shortfall amortization installment of oustanding balance 2018-12-31 618,787
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 396,767
Carryover balance elected to use to offset funding requirement 2018-12-31 61,734
Additional cash requirement 2018-12-31 335,033
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 335,033
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST 2017 401k membership
Market value of plan assets 2017-12-31 4,226,279
Acturial value of plan assets 2017-12-31 4,226,156
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 835,369
Active participant vested funding target 2017-12-31 3,800,765
Number of active participants 2017-12-31 7
Total funding liabilities for active participants 2017-12-31 3,800,765
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 4,636,134
Balance at beginning of prior year after applicable adjustments 2017-12-31 306,533
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 103,353
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 25,594
Amount remaining of carryover balance 2017-12-31 280,939
Amount remaining of prefunding balance 2017-12-31 103,353
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available 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 2017-12-31 298,189
Balance of prefunding at beginning of current year 2017-12-31 109,699
Total employer contributions 2017-12-31 340,000
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 2017-12-31 325,999
Unpaid minimum required contributions for all prior years 2017-12-31 0
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 2017-12-31 201,891
Net shortfall amortization installment of oustanding balance 2017-12-31 817,866
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 411,595
Carryover balance elected to use to offset funding requirement 2017-12-31 85,596
Additional cash requirement 2017-12-31 325,999
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 325,999
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST 2016 401k membership
Market value of plan assets 2016-12-31 3,824,264
Acturial value of plan assets 2016-12-31 3,824,088
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 831,887
Active participant vested funding target 2016-12-31 3,435,865
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 3,435,865
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 4,267,752
Balance at beginning of prior year after applicable adjustments 2016-12-31 389,618
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 101,536
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 389,618
Amount remaining of prefunding balance 2016-12-31 101,536
Present value of excess contributions 2016-12-31 604
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 642
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 90,059
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 306,533
Balance of prefunding at beginning of current year 2016-12-31 103,353
Total employer contributions 2016-12-31 320,000
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 2016-12-31 307,650
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 2016-12-31 142,840
Net shortfall amortization installment of oustanding balance 2016-12-31 853,550
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 333,244
Carryover balance elected to use to offset funding requirement 2016-12-31 25,594
Additional cash requirement 2016-12-31 307,650
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 307,650
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
2022: GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST 2022 401k membership
Market value of plan assets	2022-12-31	6,591,801
Acturial value of plan assets	2022-12-31	6,591,801
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	2,077,273
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	3,955,762
Number of active participants	2022-12-31	4
Total funding liabilities for active participants	2022-12-31	3,955,762
Total participant count	2022-12-31	7
Total funding target for all participants	2022-12-31	6,033,035
Balance at beginning of prior year after applicable adjustments	2022-12-31	45,454
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	154,333
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	45,454
Amount remaining of prefunding balance	2022-12-31	154,333
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	53,608
Balance of prefunding at beginning of current year	2022-12-31	182,020
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	64,063
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST 2021 401k membership
Market value of plan assets	2021-12-31	5,625,577
Acturial value of plan assets	2021-12-31	5,625,577
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	817,191
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	4,934,536
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	4,934,536
Total participant count	2021-12-31	7
Total funding target for all participants	2021-12-31	5,751,727
Balance at beginning of prior year after applicable adjustments	2021-12-31	67,921
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	143,193
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	25,748
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	42,173
Amount remaining of prefunding balance	2021-12-31	143,193
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available 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	45,454
Balance of prefunding at beginning of current year	2021-12-31	154,333
Total employer contributions	2021-12-31	190,000
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	186,793
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	49,832
Net shortfall amortization installment of oustanding balance	2021-12-31	325,937
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	80,223
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	80,223
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	186,793
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST 2020 401k membership
Market value of plan assets	2020-12-31	5,344,262
Acturial value of plan assets	2020-12-31	5,344,262
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	870,431
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	4,452,991
Number of active participants	2020-12-31	6
Total funding liabilities for active participants	2020-12-31	4,452,991
Total participant count	2020-12-31	7
Total funding target for all participants	2020-12-31	5,323,422
Balance at beginning of prior year after applicable adjustments	2020-12-31	148,588
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	119,298
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	92,001
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	56,587
Amount remaining of prefunding balance	2020-12-31	119,298
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	67,921
Balance of prefunding at beginning of current year	2020-12-31	143,193
Total employer contributions	2020-12-31	95,000
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	91,686
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	48,332
Net shortfall amortization installment of oustanding balance	2020-12-31	190,274
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	117,434
Carryover balance elected to use to offset funding requirement	2020-12-31	25,748
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	91,686
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	91,686
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST 2019 401k membership
Market value of plan assets	2019-12-31	4,406,132
Acturial value of plan assets	2019-12-31	4,404,983
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	872,756
Active participant vested funding target	2019-12-31	4,298,615
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	4,298,615
Total participant count	2019-12-31	7
Total funding target for all participants	2019-12-31	5,171,371
Balance at beginning of prior year after applicable adjustments	2019-12-31	239,210
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	123,433
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	61,734
Amount remaining of carryover balance	2019-12-31	177,476
Amount remaining of prefunding balance	2019-12-31	123,433
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
Reductions in caryover balances due to elections or deemed elections	2019-12-31	22,943
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	148,588
Balance of prefunding at beginning of current year	2019-12-31	119,298
Total employer contributions	2019-12-31	275,000
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	259,083
Unpaid minimum required contributions for all prior years	2019-12-31	0
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	46,804
Net shortfall amortization installment of oustanding balance	2019-12-31	1,034,274
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	351,084
Carryover balance elected to use to offset funding requirement	2019-12-31	92,001
Additional cash requirement	2019-12-31	259,083
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	259,083
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST 2018 401k membership
Market value of plan assets	2018-12-31	4,947,270
Acturial value of plan assets	2018-12-31	4,946,887
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	873,153
Active participant vested funding target	2018-12-31	4,329,878
Number of active participants	2018-12-31	7
Total funding liabilities for active participants	2018-12-31	4,329,878
Total participant count	2018-12-31	8
Total funding target for all participants	2018-12-31	5,203,031
Balance at beginning of prior year after applicable adjustments	2018-12-31	298,189
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	109,699
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	85,596
Amount remaining of carryover balance	2018-12-31	212,593
Amount remaining of prefunding balance	2018-12-31	109,699
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	239,210
Balance of prefunding at beginning of current year	2018-12-31	123,433
Total employer contributions	2018-12-31	351,000
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	335,033
Unpaid minimum required contributions for all prior years	2018-12-31	0
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	190,585
Net shortfall amortization installment of oustanding balance	2018-12-31	618,787
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	396,767
Carryover balance elected to use to offset funding requirement	2018-12-31	61,734
Additional cash requirement	2018-12-31	335,033
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	335,033
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST 2017 401k membership
Market value of plan assets	2017-12-31	4,226,279
Acturial value of plan assets	2017-12-31	4,226,156
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	835,369
Active participant vested funding target	2017-12-31	3,800,765
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	3,800,765
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	4,636,134
Balance at beginning of prior year after applicable adjustments	2017-12-31	306,533
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	103,353
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	25,594
Amount remaining of carryover balance	2017-12-31	280,939
Amount remaining of prefunding balance	2017-12-31	103,353
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available 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	298,189
Balance of prefunding at beginning of current year	2017-12-31	109,699
Total employer contributions	2017-12-31	340,000
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	325,999
Unpaid minimum required contributions for all prior years	2017-12-31	0
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	201,891
Net shortfall amortization installment of oustanding balance	2017-12-31	817,866
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	411,595
Carryover balance elected to use to offset funding requirement	2017-12-31	85,596
Additional cash requirement	2017-12-31	325,999
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	325,999
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: GENERAL SHEET METAL COMPANY, LLC EMPLOYEES PENSION TRUST 2016 401k membership
Market value of plan assets	2016-12-31	3,824,264
Acturial value of plan assets	2016-12-31	3,824,088
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	831,887
Active participant vested funding target	2016-12-31	3,435,865
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	3,435,865
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	4,267,752
Balance at beginning of prior year after applicable adjustments	2016-12-31	389,618
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	101,536
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	389,618
Amount remaining of prefunding balance	2016-12-31	101,536
Present value of excess contributions	2016-12-31	604
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	642
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	90,059
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	306,533
Balance of prefunding at beginning of current year	2016-12-31	103,353
Total employer contributions	2016-12-31	320,000
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	307,650
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	142,840
Net shortfall amortization installment of oustanding balance	2016-12-31	853,550
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	333,244
Carryover balance elected to use to offset funding requirement	2016-12-31	25,594
Additional cash requirement	2016-12-31	307,650
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	307,650
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:	GENERAL SHEET METAL COMPANY, LLC
Employer identification number (EIN):	320042112
NAIC Classification:	332900

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JAMES KRENIK	2015-10-15
001	2014-01-01	JAMES KRENIK	2015-10-12
001	2013-01-01	JAMES KRENIK	2014-08-18
001	2012-01-01	JAMES WIGGEN	2013-10-14
001	2011-01-01	JAMES WIGGEN	2012-10-03
001	2010-01-01	JAMES WIGGEN	2011-10-11	JAMES WIGGEN	2011-10-11