401k Plan data: R. W. MARTIN & SONS, INC. DEFINED BENEFIT PENSION PLAN & TRUST plan

R. W. MARTIN & SONS, INC. DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan Name	R. W. MARTIN & SONS, INC. DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number	002

R. W. MARTIN & SONS, INC. DEFINED BENEFIT PENSION PLAN & TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
Plan covering Self-Employed individuals.
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.
Life insurance

401k Sponsoring company profile

R.W. MARTIN & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: R.W. MARTIN & SONS, INC.

Employer identification number (EIN): 341030691

NAIC Classification: 423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R. W. MARTIN & SONS, INC. DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-11-01
002 2020-11-01
002 2018-11-01
002 2017-11-01 LUCY KOOGLE 2019-06-05 SHAWN MARTIN 2019-06-05
002 2016-11-01 LUCY KOOGLE 2018-05-22 LUCY KOOGLE 2018-05-22
002 2015-11-01 LUCY KOOGLE 2017-07-18 LUCY KOOGLE 2017-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-11-01
002	2020-11-01
002	2018-11-01
002	2017-11-01	LUCY KOOGLE	2019-06-05	SHAWN MARTIN	2019-06-05
002	2016-11-01	LUCY KOOGLE	2018-05-22	LUCY KOOGLE	2018-05-22
002	2015-11-01	LUCY KOOGLE	2017-07-18	LUCY KOOGLE	2017-07-18

Plan Statistics for R. W. MARTIN & SONS, INC. DEFINED BENEFIT PENSION PLAN & TRUST

401k plan membership statisitcs for R. W. MARTIN & SONS, INC. DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2021: R. W. MARTIN & SONS, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-10-31 1,668,035
Acturial value of plan assets 2021-10-31 1,668,035
Funding target for retired participants and beneficiaries receiving payment 2021-10-31 0
Number of terminated vested participants 2021-10-31 7
Fundng target for terminated vested participants 2021-10-31 36,174
Active participant vested funding target 2021-10-31 1,210,967
Number of active participants 2021-10-31 17
Total funding liabilities for active participants 2021-10-31 1,523,369
Total participant count 2021-10-31 24
Total funding target for all participants 2021-10-31 1,559,543
Balance at beginning of prior year after applicable adjustments 2021-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-31 0
Amount remaining of carryover balance 2021-10-31 0
Amount remaining of prefunding balance 2021-10-31 0
Present value of excess contributions 2021-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-10-31 0
Reductions in caryover balances due to elections or deemed elections 2021-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-10-31 0
Balance of carryovers at beginning of current year 2021-10-31 0
Balance of prefunding at beginning of current year 2021-10-31 0
Total employer contributions 2021-10-31 850,000
Total employee contributions 2021-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-10-31 406,576
Unpaid minimum required contributions for all prior years 2021-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-10-31 0
Remaining amount of unpaid minimum required contributions 2021-10-31 0
Minimum required contributions for current year target normal cost 2021-10-31 224,273
Net shortfall amortization installment of oustanding balance 2021-10-31 0
Waiver amortization installment 2021-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-10-31 115,781
Carryover balance elected to use to offset funding requirement 2021-10-31 0
Prefunding balance elected to use to offset funding requirement 2021-10-31 0
Additional cash requirement 2021-10-31 115,781
Contributions allocatedtoward minimum required contributions for current year 2021-10-31 406,576
Unpaid minimum required contributions for current year 2021-10-31 0
Unpaid minimum required contributions for all years 2021-10-31 0
2020: R. W. MARTIN & SONS, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-10-31 1,672,172
Acturial value of plan assets 2020-10-31 1,672,172
Funding target for retired participants and beneficiaries receiving payment 2020-10-31 0
Number of terminated vested participants 2020-10-31 4
Fundng target for terminated vested participants 2020-10-31 5,413
Active participant vested funding target 2020-10-31 788,944
Number of active participants 2020-10-31 17
Total funding liabilities for active participants 2020-10-31 1,327,433
Total participant count 2020-10-31 21
Total funding target for all participants 2020-10-31 1,332,846
Balance at beginning of prior year after applicable adjustments 2020-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-10-31 0
Prefunding balanced used to offset prior years funding requirement 2020-10-31 0
Amount remaining of carryover balance 2020-10-31 0
Amount remaining of prefunding balance 2020-10-31 0
Present value of excess contributions 2020-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-10-31 0
Reductions in caryover balances due to elections or deemed elections 2020-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-10-31 0
Balance of carryovers at beginning of current year 2020-10-31 0
Balance of prefunding at beginning of current year 2020-10-31 0
Total employer contributions 2020-10-31 0
Total employee contributions 2020-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-10-31 0
Unpaid minimum required contributions for all prior years 2020-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-10-31 0
Remaining amount of unpaid minimum required contributions 2020-10-31 0
Minimum required contributions for current year target normal cost 2020-10-31 173,674
Net shortfall amortization installment of oustanding balance 2020-10-31 0
Waiver amortization installment 2020-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-10-31 0
Carryover balance elected to use to offset funding requirement 2020-10-31 0
Prefunding balance elected to use to offset funding requirement 2020-10-31 0
Additional cash requirement 2020-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for all years 2020-10-31 0
2019: R. W. MARTIN & SONS, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-10-31 1,560,197
Acturial value of plan assets 2019-10-31 1,560,197
Funding target for retired participants and beneficiaries receiving payment 2019-10-31 0
Number of terminated vested participants 2019-10-31 6
Fundng target for terminated vested participants 2019-10-31 4,800
Active participant vested funding target 2019-10-31 368,857
Number of active participants 2019-10-31 15
Total funding liabilities for active participants 2019-10-31 930,640
Total participant count 2019-10-31 21
Total funding target for all participants 2019-10-31 935,440
Balance at beginning of prior year after applicable adjustments 2019-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-10-31 0
Prefunding balanced used to offset prior years funding requirement 2019-10-31 0
Amount remaining of carryover balance 2019-10-31 0
Amount remaining of prefunding balance 2019-10-31 0
Present value of excess contributions 2019-10-31 457,138
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-10-31 485,069
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-10-31 0
Reductions in caryover balances due to elections or deemed elections 2019-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-10-31 0
Balance of carryovers at beginning of current year 2019-10-31 0
Balance of prefunding at beginning of current year 2019-10-31 0
Total employer contributions 2019-10-31 0
Total employee contributions 2019-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-10-31 0
Unpaid minimum required contributions for all prior years 2019-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-10-31 0
Remaining amount of unpaid minimum required contributions 2019-10-31 0
Minimum required contributions for current year target normal cost 2019-10-31 277,132
Net shortfall amortization installment of oustanding balance 2019-10-31 0
Waiver amortization installment 2019-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-10-31 0
Carryover balance elected to use to offset funding requirement 2019-10-31 0
Prefunding balance elected to use to offset funding requirement 2019-10-31 0
Additional cash requirement 2019-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for all years 2019-10-31 0
2018: R. W. MARTIN & SONS, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-10-31 1,152,657
Acturial value of plan assets 2018-10-31 1,152,657
Funding target for retired participants and beneficiaries receiving payment 2018-10-31 13,768
Number of terminated vested participants 2018-10-31 3
Fundng target for terminated vested participants 2018-10-31 217
Active participant vested funding target 2018-10-31 160,899
Number of active participants 2018-10-31 14
Total funding liabilities for active participants 2018-10-31 808,251
Total participant count 2018-10-31 18
Total funding target for all participants 2018-10-31 822,236
Balance at beginning of prior year after applicable adjustments 2018-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-10-31 0
Prefunding balanced used to offset prior years funding requirement 2018-10-31 0
Amount remaining of carryover balance 2018-10-31 0
Amount remaining of prefunding balance 2018-10-31 0
Present value of excess contributions 2018-10-31 317,854
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-31 337,815
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-10-31 0
Reductions in caryover balances due to elections or deemed elections 2018-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-10-31 0
Balance of carryovers at beginning of current year 2018-10-31 0
Balance of prefunding at beginning of current year 2018-10-31 0
Total employer contributions 2018-10-31 498,412
Total employee contributions 2018-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-10-31 457,138
Unpaid minimum required contributions for all prior years 2018-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-10-31 0
Remaining amount of unpaid minimum required contributions 2018-10-31 0
Minimum required contributions for current year target normal cost 2018-10-31 224,654
Net shortfall amortization installment of oustanding balance 2018-10-31 0
Waiver amortization installment 2018-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-10-31 0
Carryover balance elected to use to offset funding requirement 2018-10-31 0
Prefunding balance elected to use to offset funding requirement 2018-10-31 0
Additional cash requirement 2018-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-10-31 457,138
Unpaid minimum required contributions for current year 2018-10-31 0
Unpaid minimum required contributions for all years 2018-10-31 0
2017: R. W. MARTIN & SONS, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-10-31 591,537
Acturial value of plan assets 2017-10-31 591,537
Funding target for retired participants and beneficiaries receiving payment 2017-10-31 0
Number of terminated vested participants 2017-10-31 0
Fundng target for terminated vested participants 2017-10-31 0
Active participant vested funding target 2017-10-31 0
Number of active participants 2017-10-31 13
Total funding liabilities for active participants 2017-10-31 585,256
Total participant count 2017-10-31 13
Total funding target for all participants 2017-10-31 585,256
Balance at beginning of prior year after applicable adjustments 2017-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-10-31 0
Prefunding balanced used to offset prior years funding requirement 2017-10-31 0
Amount remaining of carryover balance 2017-10-31 0
Amount remaining of prefunding balance 2017-10-31 0
Present value of excess contributions 2017-10-31 448,957
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-31 477,915
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-10-31 0
Reductions in caryover balances due to elections or deemed elections 2017-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-10-31 0
Balance of carryovers at beginning of current year 2017-10-31 0
Balance of prefunding at beginning of current year 2017-10-31 0
Total employer contributions 2017-10-31 585,000
Total employee contributions 2017-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-10-31 543,203
Unpaid minimum required contributions for all prior years 2017-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-10-31 0
Remaining amount of unpaid minimum required contributions 2017-10-31 0
Minimum required contributions for current year target normal cost 2017-10-31 231,630
Net shortfall amortization installment of oustanding balance 2017-10-31 0
Waiver amortization installment 2017-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-10-31 225,349
Carryover balance elected to use to offset funding requirement 2017-10-31 0
Prefunding balance elected to use to offset funding requirement 2017-10-31 0
Additional cash requirement 2017-10-31 225,349
Contributions allocatedtoward minimum required contributions for current year 2017-10-31 543,203
Unpaid minimum required contributions for current year 2017-10-31 0
Unpaid minimum required contributions for all years 2017-10-31 0

Measure	Date	Value
2021: R. W. MARTIN & SONS, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-10-31	1,668,035
Acturial value of plan assets	2021-10-31	1,668,035
Funding target for retired participants and beneficiaries receiving payment	2021-10-31	0
Number of terminated vested participants	2021-10-31	7
Fundng target for terminated vested participants	2021-10-31	36,174
Active participant vested funding target	2021-10-31	1,210,967
Number of active participants	2021-10-31	17
Total funding liabilities for active participants	2021-10-31	1,523,369
Total participant count	2021-10-31	24
Total funding target for all participants	2021-10-31	1,559,543
Balance at beginning of prior year after applicable adjustments	2021-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-31	0
Amount remaining of carryover balance	2021-10-31	0
Amount remaining of prefunding balance	2021-10-31	0
Present value of excess contributions	2021-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-10-31	0
Reductions in caryover balances due to elections or deemed elections	2021-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-10-31	0
Balance of carryovers at beginning of current year	2021-10-31	0
Balance of prefunding at beginning of current year	2021-10-31	0
Total employer contributions	2021-10-31	850,000
Total employee contributions	2021-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-10-31	406,576
Unpaid minimum required contributions for all prior years	2021-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-10-31	0
Remaining amount of unpaid minimum required contributions	2021-10-31	0
Minimum required contributions for current year target normal cost	2021-10-31	224,273
Net shortfall amortization installment of oustanding balance	2021-10-31	0
Waiver amortization installment	2021-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-10-31	115,781
Carryover balance elected to use to offset funding requirement	2021-10-31	0
Prefunding balance elected to use to offset funding requirement	2021-10-31	0
Additional cash requirement	2021-10-31	115,781
Contributions allocatedtoward minimum required contributions for current year	2021-10-31	406,576
Unpaid minimum required contributions for current year	2021-10-31	0
Unpaid minimum required contributions for all years	2021-10-31	0
2020: R. W. MARTIN & SONS, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-10-31	1,672,172
Acturial value of plan assets	2020-10-31	1,672,172
Funding target for retired participants and beneficiaries receiving payment	2020-10-31	0
Number of terminated vested participants	2020-10-31	4
Fundng target for terminated vested participants	2020-10-31	5,413
Active participant vested funding target	2020-10-31	788,944
Number of active participants	2020-10-31	17
Total funding liabilities for active participants	2020-10-31	1,327,433
Total participant count	2020-10-31	21
Total funding target for all participants	2020-10-31	1,332,846
Balance at beginning of prior year after applicable adjustments	2020-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-10-31	0
Prefunding balanced used to offset prior years funding requirement	2020-10-31	0
Amount remaining of carryover balance	2020-10-31	0
Amount remaining of prefunding balance	2020-10-31	0
Present value of excess contributions	2020-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-10-31	0
Reductions in caryover balances due to elections or deemed elections	2020-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-10-31	0
Balance of carryovers at beginning of current year	2020-10-31	0
Balance of prefunding at beginning of current year	2020-10-31	0
Total employer contributions	2020-10-31	0
Total employee contributions	2020-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-10-31	0
Unpaid minimum required contributions for all prior years	2020-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-10-31	0
Remaining amount of unpaid minimum required contributions	2020-10-31	0
Minimum required contributions for current year target normal cost	2020-10-31	173,674
Net shortfall amortization installment of oustanding balance	2020-10-31	0
Waiver amortization installment	2020-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-10-31	0
Carryover balance elected to use to offset funding requirement	2020-10-31	0
Prefunding balance elected to use to offset funding requirement	2020-10-31	0
Additional cash requirement	2020-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for all years	2020-10-31	0
2019: R. W. MARTIN & SONS, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-10-31	1,560,197
Acturial value of plan assets	2019-10-31	1,560,197
Funding target for retired participants and beneficiaries receiving payment	2019-10-31	0
Number of terminated vested participants	2019-10-31	6
Fundng target for terminated vested participants	2019-10-31	4,800
Active participant vested funding target	2019-10-31	368,857
Number of active participants	2019-10-31	15
Total funding liabilities for active participants	2019-10-31	930,640
Total participant count	2019-10-31	21
Total funding target for all participants	2019-10-31	935,440
Balance at beginning of prior year after applicable adjustments	2019-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-10-31	0
Prefunding balanced used to offset prior years funding requirement	2019-10-31	0
Amount remaining of carryover balance	2019-10-31	0
Amount remaining of prefunding balance	2019-10-31	0
Present value of excess contributions	2019-10-31	457,138
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-31	485,069
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-10-31	0
Reductions in caryover balances due to elections or deemed elections	2019-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-10-31	0
Balance of carryovers at beginning of current year	2019-10-31	0
Balance of prefunding at beginning of current year	2019-10-31	0
Total employer contributions	2019-10-31	0
Total employee contributions	2019-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-10-31	0
Unpaid minimum required contributions for all prior years	2019-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-10-31	0
Remaining amount of unpaid minimum required contributions	2019-10-31	0
Minimum required contributions for current year target normal cost	2019-10-31	277,132
Net shortfall amortization installment of oustanding balance	2019-10-31	0
Waiver amortization installment	2019-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-10-31	0
Carryover balance elected to use to offset funding requirement	2019-10-31	0
Prefunding balance elected to use to offset funding requirement	2019-10-31	0
Additional cash requirement	2019-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for all years	2019-10-31	0
2018: R. W. MARTIN & SONS, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-10-31	1,152,657
Acturial value of plan assets	2018-10-31	1,152,657
Funding target for retired participants and beneficiaries receiving payment	2018-10-31	13,768
Number of terminated vested participants	2018-10-31	3
Fundng target for terminated vested participants	2018-10-31	217
Active participant vested funding target	2018-10-31	160,899
Number of active participants	2018-10-31	14
Total funding liabilities for active participants	2018-10-31	808,251
Total participant count	2018-10-31	18
Total funding target for all participants	2018-10-31	822,236
Balance at beginning of prior year after applicable adjustments	2018-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-10-31	0
Prefunding balanced used to offset prior years funding requirement	2018-10-31	0
Amount remaining of carryover balance	2018-10-31	0
Amount remaining of prefunding balance	2018-10-31	0
Present value of excess contributions	2018-10-31	317,854
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	337,815
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-10-31	0
Reductions in caryover balances due to elections or deemed elections	2018-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-10-31	0
Balance of carryovers at beginning of current year	2018-10-31	0
Balance of prefunding at beginning of current year	2018-10-31	0
Total employer contributions	2018-10-31	498,412
Total employee contributions	2018-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-31	457,138
Unpaid minimum required contributions for all prior years	2018-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-10-31	0
Remaining amount of unpaid minimum required contributions	2018-10-31	0
Minimum required contributions for current year target normal cost	2018-10-31	224,654
Net shortfall amortization installment of oustanding balance	2018-10-31	0
Waiver amortization installment	2018-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-10-31	0
Carryover balance elected to use to offset funding requirement	2018-10-31	0
Prefunding balance elected to use to offset funding requirement	2018-10-31	0
Additional cash requirement	2018-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-10-31	457,138
Unpaid minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for all years	2018-10-31	0
2017: R. W. MARTIN & SONS, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-10-31	591,537
Acturial value of plan assets	2017-10-31	591,537
Funding target for retired participants and beneficiaries receiving payment	2017-10-31	0
Number of terminated vested participants	2017-10-31	0
Fundng target for terminated vested participants	2017-10-31	0
Active participant vested funding target	2017-10-31	0
Number of active participants	2017-10-31	13
Total funding liabilities for active participants	2017-10-31	585,256
Total participant count	2017-10-31	13
Total funding target for all participants	2017-10-31	585,256
Balance at beginning of prior year after applicable adjustments	2017-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-10-31	0
Prefunding balanced used to offset prior years funding requirement	2017-10-31	0
Amount remaining of carryover balance	2017-10-31	0
Amount remaining of prefunding balance	2017-10-31	0
Present value of excess contributions	2017-10-31	448,957
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	477,915
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-10-31	0
Reductions in caryover balances due to elections or deemed elections	2017-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-10-31	0
Balance of carryovers at beginning of current year	2017-10-31	0
Balance of prefunding at beginning of current year	2017-10-31	0
Total employer contributions	2017-10-31	585,000
Total employee contributions	2017-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-31	543,203
Unpaid minimum required contributions for all prior years	2017-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-10-31	0
Remaining amount of unpaid minimum required contributions	2017-10-31	0
Minimum required contributions for current year target normal cost	2017-10-31	231,630
Net shortfall amortization installment of oustanding balance	2017-10-31	0
Waiver amortization installment	2017-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-10-31	225,349
Carryover balance elected to use to offset funding requirement	2017-10-31	0
Prefunding balance elected to use to offset funding requirement	2017-10-31	0
Additional cash requirement	2017-10-31	225,349
Contributions allocatedtoward minimum required contributions for current year	2017-10-31	543,203
Unpaid minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for all years	2017-10-31	0

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Company Name:	R.W. MARTIN & SONS, INC.
Employer identification number (EIN):	341030691
NAIC Classification:	423800