Plan Name | OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | OSCAR BRUGMANN SAND & GRAVEL, INC. |
Employer identification number (EIN): | 340825515 |
NAIC Classification: | 212320 |
NAIC Description: | Sand, Gravel, Clay, and Ceramic and Refractory Minerals Mining and Quarrying |
Additional information about OSCAR BRUGMANN SAND & GRAVEL, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1958-02-01 |
Company Identification Number: | 268998 |
Legal Registered Office Address: |
250 S WATER ST PO BOX 751 - KENT United States of America (USA) 44240 |
More information about OSCAR BRUGMANN SAND & GRAVEL, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2023-02-01 | DANIELLE TAYLOR | 2024-10-21 | DANIELLE TAYLOR | 2024-10-21 |
003 | 2022-02-01 | DANIELLE TAYLOR | 2023-10-20 | DANIELLE TAYLOR | 2023-10-20 |
003 | 2021-02-01 | DANIELLE TAYLOR | 2022-11-08 | DANIELLE TAYLOR | 2022-11-08 |
003 | 2020-02-01 | DANIELLE TAYLOR | 2021-08-17 | DANIELLE TAYLOR | 2021-08-17 |
003 | 2019-02-01 | DANIELLE TAYLOR | 2020-11-05 | DANIELLE TAYLOR | 2020-11-05 |
003 | 2018-02-01 | DANIELLE TAYLOR | 2019-10-30 | DANIELLE TAYLOR | 2019-10-30 |
Measure | Date | Value |
---|---|---|
2023: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2023 401k membership | ||
Market value of plan assets | 2023-01-31 | 1,620,121 |
Acturial value of plan assets | 2023-01-31 | 1,620,121 |
Funding target for retired participants and beneficiaries receiving payment | 2023-01-31 | 0 |
Number of terminated vested participants | 2023-01-31 | 1 |
Fundng target for terminated vested participants | 2023-01-31 | 3,870 |
Active participant vested funding target | 2023-01-31 | 1,089,800 |
Number of active participants | 2023-01-31 | 15 |
Total funding liabilities for active participants | 2023-01-31 | 1,089,800 |
Total participant count | 2023-01-31 | 16 |
Total funding target for all participants | 2023-01-31 | 1,093,670 |
Balance at beginning of prior year after applicable adjustments | 2023-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-01-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-01-31 | 0 |
Amount remaining of carryover balance | 2023-01-31 | 0 |
Amount remaining of prefunding balance | 2023-01-31 | 0 |
Present value of excess contributions | 2023-01-31 | 567,331 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-01-31 | 567,331 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-01-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-01-31 | 0 |
Balance of carryovers at beginning of current year | 2023-01-31 | 0 |
Balance of prefunding at beginning of current year | 2023-01-31 | 0 |
Total employer contributions | 2023-01-31 | 252,729 |
Total employee contributions | 2023-01-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-01-31 | 245,862 |
Unpaid minimum required contributions for all prior years | 2023-01-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-01-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-01-31 | 0 |
Minimum required contributions for current year target normal cost | 2023-01-31 | 245,303 |
Net shortfall amortization installment of oustanding balance | 2023-01-31 | 0 |
Waiver amortization installment | 2023-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-01-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2023-01-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-01-31 | 0 |
Additional cash requirement | 2023-01-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2023-01-31 | 245,862 |
Unpaid minimum required contributions for current year | 2023-01-31 | 0 |
Unpaid minimum required contributions for all years | 2023-01-31 | 0 |
2022: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2022 401k membership | ||
Market value of plan assets | 2022-01-31 | 1,114,205 |
Acturial value of plan assets | 2022-01-31 | 1,114,205 |
Funding target for retired participants and beneficiaries receiving payment | 2022-01-31 | 0 |
Number of terminated vested participants | 2022-01-31 | 1 |
Fundng target for terminated vested participants | 2022-01-31 | 3,611 |
Active participant vested funding target | 2022-01-31 | 781,170 |
Number of active participants | 2022-01-31 | 15 |
Total funding liabilities for active participants | 2022-01-31 | 781,170 |
Total participant count | 2022-01-31 | 16 |
Total funding target for all participants | 2022-01-31 | 784,781 |
Balance at beginning of prior year after applicable adjustments | 2022-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-01-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-01-31 | 0 |
Amount remaining of carryover balance | 2022-01-31 | 0 |
Amount remaining of prefunding balance | 2022-01-31 | 0 |
Present value of excess contributions | 2022-01-31 | 405,530 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-01-31 | 405,530 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-01-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-01-31 | 0 |
Balance of carryovers at beginning of current year | 2022-01-31 | 0 |
Balance of prefunding at beginning of current year | 2022-01-31 | 0 |
Total employer contributions | 2022-01-31 | 573,359 |
Total employee contributions | 2022-01-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-01-31 | 567,331 |
Unpaid minimum required contributions for all prior years | 2022-01-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-01-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-01-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-01-31 | 239,460 |
Net shortfall amortization installment of oustanding balance | 2022-01-31 | 0 |
Waiver amortization installment | 2022-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-01-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-01-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-01-31 | 0 |
Additional cash requirement | 2022-01-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-01-31 | 567,331 |
Unpaid minimum required contributions for current year | 2022-01-31 | 0 |
Unpaid minimum required contributions for all years | 2022-01-31 | 0 |
2021: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2021 401k membership | ||
Market value of plan assets | 2021-01-31 | 552,673 |
Acturial value of plan assets | 2021-01-31 | 552,673 |
Funding target for retired participants and beneficiaries receiving payment | 2021-01-31 | 0 |
Number of terminated vested participants | 2021-01-31 | 2 |
Fundng target for terminated vested participants | 2021-01-31 | 5,236 |
Active participant vested funding target | 2021-01-31 | 500,511 |
Number of active participants | 2021-01-31 | 13 |
Total funding liabilities for active participants | 2021-01-31 | 500,822 |
Total participant count | 2021-01-31 | 15 |
Total funding target for all participants | 2021-01-31 | 506,058 |
Balance at beginning of prior year after applicable adjustments | 2021-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-01-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-01-31 | 0 |
Amount remaining of carryover balance | 2021-01-31 | 0 |
Amount remaining of prefunding balance | 2021-01-31 | 0 |
Present value of excess contributions | 2021-01-31 | 41,248 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-01-31 | 41,248 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-01-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-01-31 | 0 |
Balance of carryovers at beginning of current year | 2021-01-31 | 0 |
Balance of prefunding at beginning of current year | 2021-01-31 | 0 |
Total employer contributions | 2021-01-31 | 600,000 |
Total employee contributions | 2021-01-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-01-31 | 593,993 |
Unpaid minimum required contributions for all prior years | 2021-01-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-01-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-01-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-01-31 | 235,078 |
Net shortfall amortization installment of oustanding balance | 2021-01-31 | 0 |
Waiver amortization installment | 2021-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-01-31 | 188,463 |
Carryover balance elected to use to offset funding requirement | 2021-01-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-01-31 | 0 |
Additional cash requirement | 2021-01-31 | 188,463 |
Contributions allocatedtoward minimum required contributions for current year | 2021-01-31 | 593,993 |
Unpaid minimum required contributions for current year | 2021-01-31 | 0 |
Unpaid minimum required contributions for all years | 2021-01-31 | 0 |
2020: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2020 401k membership | ||
Market value of plan assets | 2020-01-31 | 285,072 |
Acturial value of plan assets | 2020-01-31 | 285,072 |
Funding target for retired participants and beneficiaries receiving payment | 2020-01-31 | 0 |
Number of terminated vested participants | 2020-01-31 | 0 |
Fundng target for terminated vested participants | 2020-01-31 | 0 |
Active participant vested funding target | 2020-01-31 | 249,183 |
Number of active participants | 2020-01-31 | 15 |
Total funding liabilities for active participants | 2020-01-31 | 249,183 |
Total participant count | 2020-01-31 | 15 |
Total funding target for all participants | 2020-01-31 | 249,183 |
Balance at beginning of prior year after applicable adjustments | 2020-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-01-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-01-31 | 0 |
Amount remaining of carryover balance | 2020-01-31 | 0 |
Amount remaining of prefunding balance | 2020-01-31 | 0 |
Present value of excess contributions | 2020-01-31 | 40,038 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-01-31 | 40,038 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-01-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-01-31 | 0 |
Balance of carryovers at beginning of current year | 2020-01-31 | 0 |
Balance of prefunding at beginning of current year | 2020-01-31 | 0 |
Total employer contributions | 2020-01-31 | 250,000 |
Total employee contributions | 2020-01-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-01-31 | 244,739 |
Unpaid minimum required contributions for all prior years | 2020-01-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-01-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-01-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-01-31 | 239,380 |
Net shortfall amortization installment of oustanding balance | 2020-01-31 | 0 |
Waiver amortization installment | 2020-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-01-31 | 203,491 |
Carryover balance elected to use to offset funding requirement | 2020-01-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-01-31 | 0 |
Additional cash requirement | 2020-01-31 | 203,491 |
Contributions allocatedtoward minimum required contributions for current year | 2020-01-31 | 244,739 |
Unpaid minimum required contributions for current year | 2020-01-31 | 0 |
Unpaid minimum required contributions for all years | 2020-01-31 | 0 |
2019: OSCAR BRUGMANN SAND & GRAVEL, INC. CASH BALANCE PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-01-31 | 0 |
Acturial value of plan assets | 2019-01-31 | 0 |
Funding target for retired participants and beneficiaries receiving payment | 2019-01-31 | 0 |
Number of terminated vested participants | 2019-01-31 | 0 |
Fundng target for terminated vested participants | 2019-01-31 | 0 |
Active participant vested funding target | 2019-01-31 | 0 |
Number of active participants | 2019-01-31 | 13 |
Total funding liabilities for active participants | 2019-01-31 | 0 |
Total participant count | 2019-01-31 | 13 |
Total funding target for all participants | 2019-01-31 | 0 |
Balance at beginning of prior year after applicable adjustments | 2019-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-01-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-01-31 | 0 |
Amount remaining of carryover balance | 2019-01-31 | 0 |
Amount remaining of prefunding balance | 2019-01-31 | 0 |
Present value of excess contributions | 2019-01-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-01-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-01-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-01-31 | 0 |
Balance of carryovers at beginning of current year | 2019-01-31 | 0 |
Balance of prefunding at beginning of current year | 2019-01-31 | 0 |
Total employer contributions | 2019-01-31 | 283,538 |
Total employee contributions | 2019-01-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-01-31 | 273,928 |
Unpaid minimum required contributions for all prior years | 2019-01-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-01-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-01-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-01-31 | 233,890 |
Net shortfall amortization installment of oustanding balance | 2019-01-31 | 0 |
Waiver amortization installment | 2019-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-01-31 | 233,890 |
Additional cash requirement | 2019-01-31 | 233,890 |
Contributions allocatedtoward minimum required contributions for current year | 2019-01-31 | 273,928 |
Unpaid minimum required contributions for current year | 2019-01-31 | 0 |
Unpaid minimum required contributions for all years | 2019-01-31 | 0 |