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CAPITAL SHEET METAL DEFINED BENEFIT PLAN & TRUST 401k Plan overview

Plan NameCAPITAL SHEET METAL DEFINED BENEFIT PLAN & TRUST
Plan identification number 004

CAPITAL SHEET METAL DEFINED BENEFIT PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CAPITAL SHEET METAL has sponsored the creation of one or more 401k plans.

Company Name:CAPITAL SHEET METAL
Employer identification number (EIN):941172999
NAIC Classification:238100

Additional information about CAPITAL SHEET METAL

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 0000-00-00
Company Identification Number: C0249795
Legal Registered Office Address: 418 Pendegast StWoodlandCA95695


United States of America (USA)

More information about CAPITAL SHEET METAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITAL SHEET METAL DEFINED BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01KENNETH HAMMILL2023-05-01 KENNETH HAMMILL2023-05-01
0042022-01-01KENNETH HAMMILL2023-05-01 KENNETH HAMMILL2023-05-01
0042021-01-01KENNETH HAMMILL2022-08-26 KENNETH HAMMILL2022-08-26
0042020-01-01KENNETH HAMMILL2021-06-09 KENNETH HAMMILL2021-06-09
0042019-01-01KENNETH HAMMILL2020-06-01 KENNETH HAMMILL2020-06-01

Plan Statistics for CAPITAL SHEET METAL DEFINED BENEFIT PLAN & TRUST

401k plan membership statisitcs for CAPITAL SHEET METAL DEFINED BENEFIT PLAN & TRUST

Measure Date Value
2022: CAPITAL SHEET METAL DEFINED BENEFIT PLAN & TRUST 2022 401k membership
Market value of plan assets2022-06-30842,435
Acturial value of plan assets2022-06-30842,435
Funding target for retired participants and beneficiaries receiving payment2022-06-300
Number of terminated vested participants2022-06-300
Fundng target for terminated vested participants2022-06-300
Active participant vested funding target2022-06-30940,301
Number of active participants2022-06-305
Total funding liabilities for active participants2022-06-30940,301
Total participant count2022-06-305
Total funding target for all participants2022-06-30940,301
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-3033,592
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-3033,592
Present value of excess contributions2022-06-309,820
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-309,820
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-3035,554
Total employer contributions2022-06-30178,355
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30173,156
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-300
Net shortfall amortization installment of oustanding balance2022-06-30134,329
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-306,156
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-306,156
Contributions allocatedtoward minimum required contributions for current year2022-06-30173,156
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: CAPITAL SHEET METAL DEFINED BENEFIT PLAN & TRUST 2021 401k membership
Market value of plan assets2021-12-31655,970
Acturial value of plan assets2021-12-31655,970
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-31608,803
Number of active participants2021-12-314
Total funding liabilities for active participants2021-12-31609,303
Total participant count2021-12-314
Total funding target for all participants2021-12-31609,303
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3131,000
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3131,000
Present value of excess contributions2021-12-3123,499
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3123,499
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3133,592
Total employer contributions2021-12-31300,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31290,858
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31292,292
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31281,038
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31281,038
Contributions allocatedtoward minimum required contributions for current year2021-12-31290,858
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: CAPITAL SHEET METAL DEFINED BENEFIT PLAN & TRUST 2020 401k membership
Market value of plan assets2020-12-31327,615
Acturial value of plan assets2020-12-31327,615
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-31282,397
Number of active participants2020-12-315
Total funding liabilities for active participants2020-12-31282,952
Total participant count2020-12-315
Total funding target for all participants2020-12-31282,952
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3131,051
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3131,051
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3131,000
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3131,000
Total employer contributions2020-12-31310,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31306,835
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31295,269
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31283,336
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31283,336
Contributions allocatedtoward minimum required contributions for current year2020-12-31306,835
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: CAPITAL SHEET METAL DEFINED BENEFIT PLAN & TRUST 2019 401k membership
Market value of plan assets2019-12-310
Acturial value of plan assets2019-12-310
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-310
Number of active participants2019-12-315
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-315
Total funding target for all participants2019-12-310
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31313,416
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31307,903
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31276,852
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31276,852
Additional cash requirement2019-12-31276,852
Contributions allocatedtoward minimum required contributions for current year2019-12-31307,903
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310

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