401k Plan data: JAMES WALKER MFG. CO. UNION PENSION PLAN plan

JAMES WALKER MFG. CO. UNION PENSION PLAN 401k Plan overview

Plan Name	JAMES WALKER MFG. CO. UNION PENSION PLAN
Plan identification number	002

JAMES WALKER MFG. CO. UNION PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JAMES WALKER MFG. CO. has sponsored the creation of one or more 401k plans.

Company Name: JAMES WALKER MFG. CO.

Employer identification number (EIN): 362267938

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES WALKER MFG. CO. UNION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-04-01
002 2021-04-01 CHRISTOPHER S MAY 2023-06-30 CHRISTOPHER S MAY 2023-06-30
002 2019-04-01 CHRISTOPHER S MAY 2023-06-30 CHRISTOPHER S MAY 2023-06-30
002 2018-04-01 CHRISTOPHER S MAY 2020-01-15 CHRISTOPHER S MAY 2020-01-15
002 2017-04-01 CHRISTOPHER S MAY 2019-01-15 CHRISTOPHER S MAY 2019-01-15
002 2016-04-01 CHRISTOPHER S MAY 2018-01-12 CHRISTOPHER S MAY 2018-01-12
002 2015-04-01 CHRISTOPHER S MAY 2017-01-17 CHRISTOPHER S MAY 2017-01-17
002 2014-04-01 CHRIS MAY 2015-12-11 CHRIS MAY 2015-12-11
002 2013-04-01 CHRIS MAY 2015-01-12 CHRIS MAY 2015-01-12
002 2012-04-01 CHRIS MAY 2014-01-14 CHRIS MAY 2014-01-14
002 2011-04-01 CHRIS MAY 2013-01-15 CHRIS MAY 2013-01-15
002 2010-04-01 CHRIS MAY 2012-01-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-04-01
002	2021-04-01	CHRISTOPHER S MAY	2023-06-30	CHRISTOPHER S MAY	2023-06-30
002	2019-04-01	CHRISTOPHER S MAY	2023-06-30	CHRISTOPHER S MAY	2023-06-30
002	2018-04-01	CHRISTOPHER S MAY	2020-01-15	CHRISTOPHER S MAY	2020-01-15
002	2017-04-01	CHRISTOPHER S MAY	2019-01-15	CHRISTOPHER S MAY	2019-01-15
002	2016-04-01	CHRISTOPHER S MAY	2018-01-12	CHRISTOPHER S MAY	2018-01-12
002	2015-04-01	CHRISTOPHER S MAY	2017-01-17	CHRISTOPHER S MAY	2017-01-17
002	2014-04-01	CHRIS MAY	2015-12-11	CHRIS MAY	2015-12-11
002	2013-04-01	CHRIS MAY	2015-01-12	CHRIS MAY	2015-01-12
002	2012-04-01	CHRIS MAY	2014-01-14	CHRIS MAY	2014-01-14
002	2011-04-01	CHRIS MAY	2013-01-15	CHRIS MAY	2013-01-15
002	2010-04-01	CHRIS MAY	2012-01-16

Plan Statistics for JAMES WALKER MFG. CO. UNION PENSION PLAN

401k plan membership statisitcs for JAMES WALKER MFG. CO. UNION PENSION PLAN

Measure Date Value
2023: JAMES WALKER MFG. CO. UNION PENSION PLAN 2023 401k membership
Market value of plan assets 2023-03-31 94,719
Acturial value of plan assets 2023-03-31 94,719
Funding target for retired participants and beneficiaries receiving payment 2023-03-31 0
Number of terminated vested participants 2023-03-31 3
Fundng target for terminated vested participants 2023-03-31 70,449
Active participant vested funding target 2023-03-31 77,236
Number of active participants 2023-03-31 3
Total funding liabilities for active participants 2023-03-31 77,236
Total participant count 2023-03-31 6
Total funding target for all participants 2023-03-31 147,685
Balance at beginning of prior year after applicable adjustments 2023-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-03-31 0
Prefunding balanced used to offset prior years funding requirement 2023-03-31 0
Amount remaining of carryover balance 2023-03-31 0
Amount remaining of prefunding balance 2023-03-31 0
Present value of excess contributions 2023-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-03-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-03-31 0
Reductions in caryover balances due to elections or deemed elections 2023-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-03-31 0
Balance of carryovers at beginning of current year 2023-03-31 0
Balance of prefunding at beginning of current year 2023-03-31 0
Total employer contributions 2023-03-31 20,000
Total employee contributions 2023-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-03-31 10,989
Contributions made to avoid restrictions adjusted to valuation date 2023-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-03-31 6,559
Unpaid minimum required contributions for all prior years 2023-03-31 10,989
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-03-31 10,989
Remaining amount of unpaid minimum required contributions 2023-03-31 0
Minimum required contributions for current year target normal cost 2023-03-31 0
Net shortfall amortization installment of oustanding balance 2023-03-31 52,966
Waiver amortization installment 2023-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-03-31 4,895
Additional cash requirement 2023-03-31 4,895
Contributions allocatedtoward minimum required contributions for current year 2023-03-31 6,559
Unpaid minimum required contributions for current year 2023-03-31 0
Unpaid minimum required contributions for all years 2023-03-31 0
2022: JAMES WALKER MFG. CO. UNION PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-04-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 1
Number of retired or separated participants receiving benefits 2022-04-01 0
Number of other retired or separated participants entitled to future benefits 2022-04-01 4
Total of all active and inactive participants 2022-04-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-04-01 1
Total participants 2022-04-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-04-01 0
Market value of plan assets 2022-03-31 83,427
Acturial value of plan assets 2022-03-31 83,427
Funding target for retired participants and beneficiaries receiving payment 2022-03-31 0
Number of terminated vested participants 2022-03-31 2
Fundng target for terminated vested participants 2022-03-31 24,879
Active participant vested funding target 2022-03-31 110,723
Number of active participants 2022-03-31 4
Total funding liabilities for active participants 2022-03-31 110,723
Total participant count 2022-03-31 6
Total funding target for all participants 2022-03-31 135,602
Balance at beginning of prior year after applicable adjustments 2022-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-03-31 0
Prefunding balanced used to offset prior years funding requirement 2022-03-31 0
Amount remaining of carryover balance 2022-03-31 0
Amount remaining of prefunding balance 2022-03-31 0
Present value of excess contributions 2022-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-03-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-03-31 0
Reductions in caryover balances due to elections or deemed elections 2022-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-03-31 0
Balance of carryovers at beginning of current year 2022-03-31 0
Balance of prefunding at beginning of current year 2022-03-31 0
Total employer contributions 2022-03-31 12,000
Total employee contributions 2022-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-03-31 8,169
Contributions made to avoid restrictions adjusted to valuation date 2022-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-03-31 2,211
Unpaid minimum required contributions for all prior years 2022-03-31 8,169
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-03-31 8,169
Remaining amount of unpaid minimum required contributions 2022-03-31 0
Minimum required contributions for current year target normal cost 2022-03-31 0
Net shortfall amortization installment of oustanding balance 2022-03-31 52,175
Waiver amortization installment 2022-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-03-31 13,200
Carryover balance elected to use to offset funding requirement 2022-03-31 0
Prefunding balance elected to use to offset funding requirement 2022-03-31 0
Additional cash requirement 2022-03-31 13,200
Contributions allocatedtoward minimum required contributions for current year 2022-03-31 2,211
Unpaid minimum required contributions for current year 2022-03-31 10,989
Unpaid minimum required contributions for all years 2022-03-31 10,989
2020: JAMES WALKER MFG. CO. UNION PENSION PLAN 2020 401k membership
Market value of plan assets 2020-03-31 96,969
Acturial value of plan assets 2020-03-31 96,969
Funding target for retired participants and beneficiaries receiving payment 2020-03-31 0
Number of terminated vested participants 2020-03-31 2
Fundng target for terminated vested participants 2020-03-31 22,146
Active participant vested funding target 2020-03-31 123,589
Number of active participants 2020-03-31 5
Total funding liabilities for active participants 2020-03-31 123,589
Total participant count 2020-03-31 7
Total funding target for all participants 2020-03-31 145,735
Balance at beginning of prior year after applicable adjustments 2020-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-03-31 0
Prefunding balanced used to offset prior years funding requirement 2020-03-31 0
Amount remaining of carryover balance 2020-03-31 0
Amount remaining of prefunding balance 2020-03-31 0
Present value of excess contributions 2020-03-31 665
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-03-31 702
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-03-31 0
Reductions in caryover balances due to elections or deemed elections 2020-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-03-31 0
Balance of carryovers at beginning of current year 2020-03-31 0
Balance of prefunding at beginning of current year 2020-03-31 0
Total employer contributions 2020-03-31 29,000
Total employee contributions 2020-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-03-31 26,363
Unpaid minimum required contributions for all prior years 2020-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-03-31 0
Remaining amount of unpaid minimum required contributions 2020-03-31 0
Minimum required contributions for current year target normal cost 2020-03-31 0
Net shortfall amortization installment of oustanding balance 2020-03-31 48,766
Waiver amortization installment 2020-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-03-31 10,004
Additional cash requirement 2020-03-31 10,004
Contributions allocatedtoward minimum required contributions for current year 2020-03-31 26,363
Unpaid minimum required contributions for current year 2020-03-31 0
Unpaid minimum required contributions for all years 2020-03-31 0
2019: JAMES WALKER MFG. CO. UNION PENSION PLAN 2019 401k membership
Market value of plan assets 2019-03-31 113,355
Acturial value of plan assets 2019-03-31 113,355
Funding target for retired participants and beneficiaries receiving payment 2019-03-31 0
Number of terminated vested participants 2019-03-31 3
Fundng target for terminated vested participants 2019-03-31 39,794
Active participant vested funding target 2019-03-31 113,721
Number of active participants 2019-03-31 5
Total funding liabilities for active participants 2019-03-31 113,721
Total participant count 2019-03-31 8
Total funding target for all participants 2019-03-31 153,515
Balance at beginning of prior year after applicable adjustments 2019-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-03-31 0
Prefunding balanced used to offset prior years funding requirement 2019-03-31 0
Amount remaining of carryover balance 2019-03-31 0
Amount remaining of prefunding balance 2019-03-31 0
Present value of excess contributions 2019-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-03-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-03-31 0
Reductions in caryover balances due to elections or deemed elections 2019-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-03-31 0
Balance of carryovers at beginning of current year 2019-03-31 0
Balance of prefunding at beginning of current year 2019-03-31 0
Total employer contributions 2019-03-31 9,000
Total employee contributions 2019-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-03-31 8,316
Unpaid minimum required contributions for all prior years 2019-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-03-31 0
Remaining amount of unpaid minimum required contributions 2019-03-31 0
Minimum required contributions for current year target normal cost 2019-03-31 0
Net shortfall amortization installment of oustanding balance 2019-03-31 40,160
Waiver amortization installment 2019-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-03-31 7,651
Additional cash requirement 2019-03-31 7,651
Contributions allocatedtoward minimum required contributions for current year 2019-03-31 8,316
Unpaid minimum required contributions for current year 2019-03-31 0
Unpaid minimum required contributions for all years 2019-03-31 0
2018: JAMES WALKER MFG. CO. UNION PENSION PLAN 2018 401k membership
Market value of plan assets 2018-03-31 140,915
Acturial value of plan assets 2018-03-31 140,915
Funding target for retired participants and beneficiaries receiving payment 2018-03-31 0
Number of terminated vested participants 2018-03-31 3
Fundng target for terminated vested participants 2018-03-31 54,411
Active participant vested funding target 2018-03-31 113,548
Number of active participants 2018-03-31 6
Total funding liabilities for active participants 2018-03-31 113,548
Total participant count 2018-03-31 9
Total funding target for all participants 2018-03-31 167,959
Balance at beginning of prior year after applicable adjustments 2018-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-03-31 0
Prefunding balanced used to offset prior years funding requirement 2018-03-31 0
Amount remaining of carryover balance 2018-03-31 0
Amount remaining of prefunding balance 2018-03-31 0
Present value of excess contributions 2018-03-31 104
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-03-31 110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-03-31 0
Reductions in caryover balances due to elections or deemed elections 2018-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-03-31 0
Balance of carryovers at beginning of current year 2018-03-31 0
Balance of prefunding at beginning of current year 2018-03-31 0
Total employer contributions 2018-03-31 9,000
Total employee contributions 2018-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-03-31 8,645
Unpaid minimum required contributions for all prior years 2018-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-03-31 0
Remaining amount of unpaid minimum required contributions 2018-03-31 0
Minimum required contributions for current year target normal cost 2018-03-31 3,001
Net shortfall amortization installment of oustanding balance 2018-03-31 27,044
Waiver amortization installment 2018-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-03-31 7,909
Carryover balance elected to use to offset funding requirement 2018-03-31 0
Prefunding balance elected to use to offset funding requirement 2018-03-31 0
Additional cash requirement 2018-03-31 7,909
Contributions allocatedtoward minimum required contributions for current year 2018-03-31 8,645
Unpaid minimum required contributions for current year 2018-03-31 0
Unpaid minimum required contributions for all years 2018-03-31 0
2017: JAMES WALKER MFG. CO. UNION PENSION PLAN 2017 401k membership
Market value of plan assets 2017-03-31 131,698
Acturial value of plan assets 2017-03-31 131,698
Funding target for retired participants and beneficiaries receiving payment 2017-03-31 0
Number of terminated vested participants 2017-03-31 3
Fundng target for terminated vested participants 2017-03-31 49,925
Active participant vested funding target 2017-03-31 103,774
Number of active participants 2017-03-31 6
Total funding liabilities for active participants 2017-03-31 103,774
Total participant count 2017-03-31 9
Total funding target for all participants 2017-03-31 153,699
Balance at beginning of prior year after applicable adjustments 2017-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-03-31 0
Prefunding balanced used to offset prior years funding requirement 2017-03-31 0
Amount remaining of carryover balance 2017-03-31 0
Amount remaining of prefunding balance 2017-03-31 0
Present value of excess contributions 2017-03-31 1,377
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-03-31 1,465
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-03-31 0
Reductions in caryover balances due to elections or deemed elections 2017-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-03-31 0
Balance of carryovers at beginning of current year 2017-03-31 0
Balance of prefunding at beginning of current year 2017-03-31 0
Total employer contributions 2017-03-31 4,000
Total employee contributions 2017-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-03-31 3,773
Unpaid minimum required contributions for all prior years 2017-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-03-31 0
Remaining amount of unpaid minimum required contributions 2017-03-31 0
Minimum required contributions for current year target normal cost 2017-03-31 0
Net shortfall amortization installment of oustanding balance 2017-03-31 22,001
Waiver amortization installment 2017-03-31 0
Waived amount of outstanding balance 2017-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-03-31 3,669
Carryover balance elected to use to offset funding requirement 2017-03-31 0
Prefunding balance elected to use to offset funding requirement 2017-03-31 0
Additional cash requirement 2017-03-31 3,669
Contributions allocatedtoward minimum required contributions for current year 2017-03-31 3,773
Unpaid minimum required contributions for current year 2017-03-31 0
Unpaid minimum required contributions for all years 2017-03-31 0

Measure	Date	Value
2023: JAMES WALKER MFG. CO. UNION PENSION PLAN 2023 401k membership
Market value of plan assets	2023-03-31	94,719
Acturial value of plan assets	2023-03-31	94,719
Funding target for retired participants and beneficiaries receiving payment	2023-03-31	0
Number of terminated vested participants	2023-03-31	3
Fundng target for terminated vested participants	2023-03-31	70,449
Active participant vested funding target	2023-03-31	77,236
Number of active participants	2023-03-31	3
Total funding liabilities for active participants	2023-03-31	77,236
Total participant count	2023-03-31	6
Total funding target for all participants	2023-03-31	147,685
Balance at beginning of prior year after applicable adjustments	2023-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-03-31	0
Prefunding balanced used to offset prior years funding requirement	2023-03-31	0
Amount remaining of carryover balance	2023-03-31	0
Amount remaining of prefunding balance	2023-03-31	0
Present value of excess contributions	2023-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-03-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-03-31	0
Reductions in caryover balances due to elections or deemed elections	2023-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-03-31	0
Balance of carryovers at beginning of current year	2023-03-31	0
Balance of prefunding at beginning of current year	2023-03-31	0
Total employer contributions	2023-03-31	20,000
Total employee contributions	2023-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-03-31	10,989
Contributions made to avoid restrictions adjusted to valuation date	2023-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-03-31	6,559
Unpaid minimum required contributions for all prior years	2023-03-31	10,989
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-03-31	10,989
Remaining amount of unpaid minimum required contributions	2023-03-31	0
Minimum required contributions for current year target normal cost	2023-03-31	0
Net shortfall amortization installment of oustanding balance	2023-03-31	52,966
Waiver amortization installment	2023-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-03-31	4,895
Additional cash requirement	2023-03-31	4,895
Contributions allocatedtoward minimum required contributions for current year	2023-03-31	6,559
Unpaid minimum required contributions for current year	2023-03-31	0
Unpaid minimum required contributions for all years	2023-03-31	0
2022: JAMES WALKER MFG. CO. UNION PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-04-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	1
Number of retired or separated participants receiving benefits	2022-04-01	0
Number of other retired or separated participants entitled to future benefits	2022-04-01	4
Total of all active and inactive participants	2022-04-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-04-01	1
Total participants	2022-04-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-04-01	0
Market value of plan assets	2022-03-31	83,427
Acturial value of plan assets	2022-03-31	83,427
Funding target for retired participants and beneficiaries receiving payment	2022-03-31	0
Number of terminated vested participants	2022-03-31	2
Fundng target for terminated vested participants	2022-03-31	24,879
Active participant vested funding target	2022-03-31	110,723
Number of active participants	2022-03-31	4
Total funding liabilities for active participants	2022-03-31	110,723
Total participant count	2022-03-31	6
Total funding target for all participants	2022-03-31	135,602
Balance at beginning of prior year after applicable adjustments	2022-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-03-31	0
Prefunding balanced used to offset prior years funding requirement	2022-03-31	0
Amount remaining of carryover balance	2022-03-31	0
Amount remaining of prefunding balance	2022-03-31	0
Present value of excess contributions	2022-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-03-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-03-31	0
Reductions in caryover balances due to elections or deemed elections	2022-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-03-31	0
Balance of carryovers at beginning of current year	2022-03-31	0
Balance of prefunding at beginning of current year	2022-03-31	0
Total employer contributions	2022-03-31	12,000
Total employee contributions	2022-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-03-31	8,169
Contributions made to avoid restrictions adjusted to valuation date	2022-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-03-31	2,211
Unpaid minimum required contributions for all prior years	2022-03-31	8,169
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-03-31	8,169
Remaining amount of unpaid minimum required contributions	2022-03-31	0
Minimum required contributions for current year target normal cost	2022-03-31	0
Net shortfall amortization installment of oustanding balance	2022-03-31	52,175
Waiver amortization installment	2022-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-03-31	13,200
Carryover balance elected to use to offset funding requirement	2022-03-31	0
Prefunding balance elected to use to offset funding requirement	2022-03-31	0
Additional cash requirement	2022-03-31	13,200
Contributions allocatedtoward minimum required contributions for current year	2022-03-31	2,211
Unpaid minimum required contributions for current year	2022-03-31	10,989
Unpaid minimum required contributions for all years	2022-03-31	10,989
2020: JAMES WALKER MFG. CO. UNION PENSION PLAN 2020 401k membership
Market value of plan assets	2020-03-31	96,969
Acturial value of plan assets	2020-03-31	96,969
Funding target for retired participants and beneficiaries receiving payment	2020-03-31	0
Number of terminated vested participants	2020-03-31	2
Fundng target for terminated vested participants	2020-03-31	22,146
Active participant vested funding target	2020-03-31	123,589
Number of active participants	2020-03-31	5
Total funding liabilities for active participants	2020-03-31	123,589
Total participant count	2020-03-31	7
Total funding target for all participants	2020-03-31	145,735
Balance at beginning of prior year after applicable adjustments	2020-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-03-31	0
Prefunding balanced used to offset prior years funding requirement	2020-03-31	0
Amount remaining of carryover balance	2020-03-31	0
Amount remaining of prefunding balance	2020-03-31	0
Present value of excess contributions	2020-03-31	665
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-03-31	702
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-03-31	0
Reductions in caryover balances due to elections or deemed elections	2020-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-03-31	0
Balance of carryovers at beginning of current year	2020-03-31	0
Balance of prefunding at beginning of current year	2020-03-31	0
Total employer contributions	2020-03-31	29,000
Total employee contributions	2020-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-03-31	26,363
Unpaid minimum required contributions for all prior years	2020-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-03-31	0
Remaining amount of unpaid minimum required contributions	2020-03-31	0
Minimum required contributions for current year target normal cost	2020-03-31	0
Net shortfall amortization installment of oustanding balance	2020-03-31	48,766
Waiver amortization installment	2020-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-03-31	10,004
Additional cash requirement	2020-03-31	10,004
Contributions allocatedtoward minimum required contributions for current year	2020-03-31	26,363
Unpaid minimum required contributions for current year	2020-03-31	0
Unpaid minimum required contributions for all years	2020-03-31	0
2019: JAMES WALKER MFG. CO. UNION PENSION PLAN 2019 401k membership
Market value of plan assets	2019-03-31	113,355
Acturial value of plan assets	2019-03-31	113,355
Funding target for retired participants and beneficiaries receiving payment	2019-03-31	0
Number of terminated vested participants	2019-03-31	3
Fundng target for terminated vested participants	2019-03-31	39,794
Active participant vested funding target	2019-03-31	113,721
Number of active participants	2019-03-31	5
Total funding liabilities for active participants	2019-03-31	113,721
Total participant count	2019-03-31	8
Total funding target for all participants	2019-03-31	153,515
Balance at beginning of prior year after applicable adjustments	2019-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-03-31	0
Prefunding balanced used to offset prior years funding requirement	2019-03-31	0
Amount remaining of carryover balance	2019-03-31	0
Amount remaining of prefunding balance	2019-03-31	0
Present value of excess contributions	2019-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-03-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-03-31	0
Reductions in caryover balances due to elections or deemed elections	2019-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-03-31	0
Balance of carryovers at beginning of current year	2019-03-31	0
Balance of prefunding at beginning of current year	2019-03-31	0
Total employer contributions	2019-03-31	9,000
Total employee contributions	2019-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-03-31	8,316
Unpaid minimum required contributions for all prior years	2019-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-03-31	0
Remaining amount of unpaid minimum required contributions	2019-03-31	0
Minimum required contributions for current year target normal cost	2019-03-31	0
Net shortfall amortization installment of oustanding balance	2019-03-31	40,160
Waiver amortization installment	2019-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-03-31	7,651
Additional cash requirement	2019-03-31	7,651
Contributions allocatedtoward minimum required contributions for current year	2019-03-31	8,316
Unpaid minimum required contributions for current year	2019-03-31	0
Unpaid minimum required contributions for all years	2019-03-31	0
2018: JAMES WALKER MFG. CO. UNION PENSION PLAN 2018 401k membership
Market value of plan assets	2018-03-31	140,915
Acturial value of plan assets	2018-03-31	140,915
Funding target for retired participants and beneficiaries receiving payment	2018-03-31	0
Number of terminated vested participants	2018-03-31	3
Fundng target for terminated vested participants	2018-03-31	54,411
Active participant vested funding target	2018-03-31	113,548
Number of active participants	2018-03-31	6
Total funding liabilities for active participants	2018-03-31	113,548
Total participant count	2018-03-31	9
Total funding target for all participants	2018-03-31	167,959
Balance at beginning of prior year after applicable adjustments	2018-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-03-31	0
Prefunding balanced used to offset prior years funding requirement	2018-03-31	0
Amount remaining of carryover balance	2018-03-31	0
Amount remaining of prefunding balance	2018-03-31	0
Present value of excess contributions	2018-03-31	104
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-03-31	110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-03-31	0
Reductions in caryover balances due to elections or deemed elections	2018-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-03-31	0
Balance of carryovers at beginning of current year	2018-03-31	0
Balance of prefunding at beginning of current year	2018-03-31	0
Total employer contributions	2018-03-31	9,000
Total employee contributions	2018-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-03-31	8,645
Unpaid minimum required contributions for all prior years	2018-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-03-31	0
Remaining amount of unpaid minimum required contributions	2018-03-31	0
Minimum required contributions for current year target normal cost	2018-03-31	3,001
Net shortfall amortization installment of oustanding balance	2018-03-31	27,044
Waiver amortization installment	2018-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-03-31	7,909
Carryover balance elected to use to offset funding requirement	2018-03-31	0
Prefunding balance elected to use to offset funding requirement	2018-03-31	0
Additional cash requirement	2018-03-31	7,909
Contributions allocatedtoward minimum required contributions for current year	2018-03-31	8,645
Unpaid minimum required contributions for current year	2018-03-31	0
Unpaid minimum required contributions for all years	2018-03-31	0
2017: JAMES WALKER MFG. CO. UNION PENSION PLAN 2017 401k membership
Market value of plan assets	2017-03-31	131,698
Acturial value of plan assets	2017-03-31	131,698
Funding target for retired participants and beneficiaries receiving payment	2017-03-31	0
Number of terminated vested participants	2017-03-31	3
Fundng target for terminated vested participants	2017-03-31	49,925
Active participant vested funding target	2017-03-31	103,774
Number of active participants	2017-03-31	6
Total funding liabilities for active participants	2017-03-31	103,774
Total participant count	2017-03-31	9
Total funding target for all participants	2017-03-31	153,699
Balance at beginning of prior year after applicable adjustments	2017-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-03-31	0
Prefunding balanced used to offset prior years funding requirement	2017-03-31	0
Amount remaining of carryover balance	2017-03-31	0
Amount remaining of prefunding balance	2017-03-31	0
Present value of excess contributions	2017-03-31	1,377
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-03-31	1,465
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-03-31	0
Reductions in caryover balances due to elections or deemed elections	2017-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-03-31	0
Balance of carryovers at beginning of current year	2017-03-31	0
Balance of prefunding at beginning of current year	2017-03-31	0
Total employer contributions	2017-03-31	4,000
Total employee contributions	2017-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-03-31	3,773
Unpaid minimum required contributions for all prior years	2017-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-03-31	0
Remaining amount of unpaid minimum required contributions	2017-03-31	0
Minimum required contributions for current year target normal cost	2017-03-31	0
Net shortfall amortization installment of oustanding balance	2017-03-31	22,001
Waiver amortization installment	2017-03-31	0
Waived amount of outstanding balance	2017-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-03-31	3,669
Carryover balance elected to use to offset funding requirement	2017-03-31	0
Prefunding balance elected to use to offset funding requirement	2017-03-31	0
Additional cash requirement	2017-03-31	3,669
Contributions allocatedtoward minimum required contributions for current year	2017-03-31	3,773
Unpaid minimum required contributions for current year	2017-03-31	0
Unpaid minimum required contributions for all years	2017-03-31	0

Financial Data on JAMES WALKER MFG. CO. UNION PENSION PLAN

Measure	Date	Value
2023 : JAMES WALKER MFG. CO. UNION PENSION PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-03-31	$0
Total income from all sources	2023-03-31	$20,001
Expenses. Total of all expenses incurred	2023-03-31	$550
Benefits paid (including direct rollovers)	2023-03-31	$550
Total plan assets at end of year	2023-03-31	$123,402
Total plan assets at beginning of year	2023-03-31	$103,951
Value of fidelity bond covering the plan	2023-03-31	$2,000,000
Total contributions received or receivable from participants	2023-03-31	$0
Expenses. Other expenses not covered elsewhere	2023-03-31	$0
Contributions received from other sources (not participants or employers)	2023-03-31	$0
Other income received	2023-03-31	$1
Noncash contributions received	2023-03-31	$0
Net income (gross income less expenses)	2023-03-31	$19,451
Net plan assets at end of year (total assets less liabilities)	2023-03-31	$123,402
Net plan assets at beginning of year (total assets less liabilities)	2023-03-31	$103,951
Total contributions received or receivable from employer(s)	2023-03-31	$20,000
Value of certain deemed distributions of participant loans	2023-03-31	$0
Value of corrective distributions	2023-03-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-03-31	$0

Form 5500 Responses for JAMES WALKER MFG. CO. UNION PENSION PLAN

2022: JAMES WALKER MFG. CO. UNION PENSION PLAN 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	Submission has been amended	No
2022-04-01	This submission is the final filing	No
2022-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-04-01	Plan is a collectively bargained plan	No
2022-04-01	Plan funding arrangement – Insurance	Yes
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement – Insurance	Yes
2022-04-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )

Policy contract number

U000604000

Policy instance

Insurance contract or identification number	U000604000
Number of Individuals Covered	6
Insurance policy start date	2022-04-01
Insurance policy end date	2023-03-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	JAMES WALKER MFG. CO.
Employer identification number (EIN):	362267938
NAIC Classification:	332900