401k Plan data: DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN plan

DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	003

DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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

DAVID SIMPSON CONSTRUCTION CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: DAVID SIMPSON CONSTRUCTION CO., INC.

Employer identification number (EIN): 953339531

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2024-09-01
003 2023-09-01
003 2022-09-01
003 2021-09-01
003 2020-09-01
003 2019-09-01
003 2018-09-01
003 2017-09-01
003 2016-09-01
003 2015-09-01
003 2014-09-01 DAVID SCOTT SIMPSON 2015-11-06
003 2013-09-01 DAVID SCOTT SIMPSON 2014-12-01
003 2012-09-01 DAVID SCOTT SIMPSON 2013-11-20
003 2011-09-01 DAVID SIMPSON 2012-12-12

Plan Statistics for DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2023: DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN 2023 401k membership
Market value of plan assets 2023-08-31 1,928,009
Acturial value of plan assets 2023-08-31 1,928,009
Funding target for retired participants and beneficiaries receiving payment 2023-08-31 16,636
Number of terminated vested participants 2023-08-31 2
Fundng target for terminated vested participants 2023-08-31 9,734
Active participant vested funding target 2023-08-31 1,491,161
Number of active participants 2023-08-31 20
Total funding liabilities for active participants 2023-08-31 1,491,161
Total participant count 2023-08-31 23
Total funding target for all participants 2023-08-31 1,517,531
Balance at beginning of prior year after applicable adjustments 2023-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-08-31 0
Prefunding balanced used to offset prior years funding requirement 2023-08-31 0
Amount remaining of carryover balance 2023-08-31 0
Amount remaining of prefunding balance 2023-08-31 0
Present value of excess contributions 2023-08-31 195,349
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-08-31 195,349
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-08-31 0
Reductions in caryover balances due to elections or deemed elections 2023-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-08-31 0
Balance of carryovers at beginning of current year 2023-08-31 0
Balance of prefunding at beginning of current year 2023-08-31 0
Total employer contributions 2023-08-31 0
Total employee contributions 2023-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-08-31 0
Unpaid minimum required contributions for all prior years 2023-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-08-31 0
Remaining amount of unpaid minimum required contributions 2023-08-31 0
Minimum required contributions for current year target normal cost 2023-08-31 357,417
Net shortfall amortization installment of oustanding balance 2023-08-31 0
Waiver amortization installment 2023-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-08-31 0
Carryover balance elected to use to offset funding requirement 2023-08-31 0
Prefunding balance elected to use to offset funding requirement 2023-08-31 0
Additional cash requirement 2023-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2023-08-31 0
Unpaid minimum required contributions for current year 2023-08-31 0
Unpaid minimum required contributions for all years 2023-08-31 0
2022: DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-08-31 1,622,901
Acturial value of plan assets 2022-08-31 1,622,901
Funding target for retired participants and beneficiaries receiving payment 2022-08-31 0
Number of terminated vested participants 2022-08-31 2
Fundng target for terminated vested participants 2022-08-31 7,463
Active participant vested funding target 2022-08-31 1,187,024
Number of active participants 2022-08-31 19
Total funding liabilities for active participants 2022-08-31 1,189,742
Total participant count 2022-08-31 21
Total funding target for all participants 2022-08-31 1,197,205
Balance at beginning of prior year after applicable adjustments 2022-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-08-31 0
Prefunding balanced used to offset prior years funding requirement 2022-08-31 0
Amount remaining of carryover balance 2022-08-31 0
Amount remaining of prefunding balance 2022-08-31 0
Present value of excess contributions 2022-08-31 248,520
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-08-31 248,520
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-08-31 0
Reductions in caryover balances due to elections or deemed elections 2022-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-08-31 0
Balance of carryovers at beginning of current year 2022-08-31 0
Balance of prefunding at beginning of current year 2022-08-31 0
Total employer contributions 2022-08-31 200,000
Total employee contributions 2022-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-08-31 195,349
Unpaid minimum required contributions for all prior years 2022-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-08-31 0
Remaining amount of unpaid minimum required contributions 2022-08-31 0
Minimum required contributions for current year target normal cost 2022-08-31 220,465
Net shortfall amortization installment of oustanding balance 2022-08-31 0
Waiver amortization installment 2022-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-08-31 0
Carryover balance elected to use to offset funding requirement 2022-08-31 0
Prefunding balance elected to use to offset funding requirement 2022-08-31 0
Additional cash requirement 2022-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-08-31 195,349
Unpaid minimum required contributions for current year 2022-08-31 0
Unpaid minimum required contributions for all years 2022-08-31 0
2021: DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-08-31 1,509,607
Acturial value of plan assets 2021-08-31 1,509,607
Funding target for retired participants and beneficiaries receiving payment 2021-08-31 0
Number of terminated vested participants 2021-08-31 1
Fundng target for terminated vested participants 2021-08-31 5,593
Active participant vested funding target 2021-08-31 904,430
Number of active participants 2021-08-31 20
Total funding liabilities for active participants 2021-08-31 914,787
Total participant count 2021-08-31 21
Total funding target for all participants 2021-08-31 920,380
Balance at beginning of prior year after applicable adjustments 2021-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-08-31 0
Prefunding balanced used to offset prior years funding requirement 2021-08-31 0
Amount remaining of carryover balance 2021-08-31 0
Amount remaining of prefunding balance 2021-08-31 0
Present value of excess contributions 2021-08-31 241,781
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-08-31 241,781
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-08-31 0
Reductions in caryover balances due to elections or deemed elections 2021-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-08-31 0
Balance of carryovers at beginning of current year 2021-08-31 0
Balance of prefunding at beginning of current year 2021-08-31 0
Total employer contributions 2021-08-31 256,738
Total employee contributions 2021-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-08-31 248,520
Unpaid minimum required contributions for all prior years 2021-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-08-31 0
Remaining amount of unpaid minimum required contributions 2021-08-31 0
Minimum required contributions for current year target normal cost 2021-08-31 204,057
Net shortfall amortization installment of oustanding balance 2021-08-31 0
Waiver amortization installment 2021-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-08-31 0
Carryover balance elected to use to offset funding requirement 2021-08-31 0
Prefunding balance elected to use to offset funding requirement 2021-08-31 0
Additional cash requirement 2021-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-08-31 248,520
Unpaid minimum required contributions for current year 2021-08-31 0
Unpaid minimum required contributions for all years 2021-08-31 0
2020: DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-08-31 1,072,660
Acturial value of plan assets 2020-08-31 1,072,660
Funding target for retired participants and beneficiaries receiving payment 2020-08-31 0
Number of terminated vested participants 2020-08-31 2
Fundng target for terminated vested participants 2020-08-31 6,540
Active participant vested funding target 2020-08-31 658,916
Number of active participants 2020-08-31 20
Total funding liabilities for active participants 2020-08-31 669,106
Total participant count 2020-08-31 22
Total funding target for all participants 2020-08-31 675,646
Balance at beginning of prior year after applicable adjustments 2020-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-08-31 0
Prefunding balanced used to offset prior years funding requirement 2020-08-31 0
Amount remaining of carryover balance 2020-08-31 0
Amount remaining of prefunding balance 2020-08-31 0
Present value of excess contributions 2020-08-31 197,005
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-08-31 197,005
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-08-31 0
Reductions in caryover balances due to elections or deemed elections 2020-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-08-31 0
Balance of carryovers at beginning of current year 2020-08-31 0
Balance of prefunding at beginning of current year 2020-08-31 0
Total employer contributions 2020-08-31 245,100
Total employee contributions 2020-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-08-31 241,781
Unpaid minimum required contributions for all prior years 2020-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-08-31 0
Remaining amount of unpaid minimum required contributions 2020-08-31 0
Minimum required contributions for current year target normal cost 2020-08-31 213,609
Net shortfall amortization installment of oustanding balance 2020-08-31 0
Waiver amortization installment 2020-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-08-31 0
Carryover balance elected to use to offset funding requirement 2020-08-31 0
Prefunding balance elected to use to offset funding requirement 2020-08-31 0
Additional cash requirement 2020-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-08-31 241,781
Unpaid minimum required contributions for current year 2020-08-31 0
Unpaid minimum required contributions for all years 2020-08-31 0
2019: DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-08-31 806,896
Acturial value of plan assets 2019-08-31 806,896
Funding target for retired participants and beneficiaries receiving payment 2019-08-31 0
Number of terminated vested participants 2019-08-31 2
Fundng target for terminated vested participants 2019-08-31 5,943
Active participant vested funding target 2019-08-31 425,732
Number of active participants 2019-08-31 19
Total funding liabilities for active participants 2019-08-31 432,378
Total participant count 2019-08-31 21
Total funding target for all participants 2019-08-31 438,321
Balance at beginning of prior year after applicable adjustments 2019-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-08-31 0
Prefunding balanced used to offset prior years funding requirement 2019-08-31 0
Amount remaining of carryover balance 2019-08-31 0
Amount remaining of prefunding balance 2019-08-31 0
Present value of excess contributions 2019-08-31 227,919
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-08-31 227,919
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-08-31 0
Reductions in caryover balances due to elections or deemed elections 2019-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-08-31 0
Balance of carryovers at beginning of current year 2019-08-31 0
Balance of prefunding at beginning of current year 2019-08-31 0
Total employer contributions 2019-08-31 200,000
Total employee contributions 2019-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-08-31 197,005
Unpaid minimum required contributions for all prior years 2019-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-08-31 0
Remaining amount of unpaid minimum required contributions 2019-08-31 0
Minimum required contributions for current year target normal cost 2019-08-31 183,872
Net shortfall amortization installment of oustanding balance 2019-08-31 0
Waiver amortization installment 2019-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-08-31 0
Carryover balance elected to use to offset funding requirement 2019-08-31 0
Prefunding balance elected to use to offset funding requirement 2019-08-31 0
Additional cash requirement 2019-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-08-31 197,005
Unpaid minimum required contributions for current year 2019-08-31 0
Unpaid minimum required contributions for all years 2019-08-31 0
2018: DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-08-31 563,839
Acturial value of plan assets 2018-08-31 563,839
Funding target for retired participants and beneficiaries receiving payment 2018-08-31 0
Number of terminated vested participants 2018-08-31 2
Fundng target for terminated vested participants 2018-08-31 10,235
Active participant vested funding target 2018-08-31 399,737
Number of active participants 2018-08-31 15
Total funding liabilities for active participants 2018-08-31 402,156
Total participant count 2018-08-31 17
Total funding target for all participants 2018-08-31 412,391
Balance at beginning of prior year after applicable adjustments 2018-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-08-31 0
Prefunding balanced used to offset prior years funding requirement 2018-08-31 0
Amount remaining of carryover balance 2018-08-31 0
Amount remaining of prefunding balance 2018-08-31 0
Present value of excess contributions 2018-08-31 88,796
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-08-31 88,796
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-08-31 0
Reductions in caryover balances due to elections or deemed elections 2018-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-08-31 0
Balance of carryovers at beginning of current year 2018-08-31 0
Balance of prefunding at beginning of current year 2018-08-31 0
Total employer contributions 2018-08-31 230,743
Total employee contributions 2018-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-08-31 227,919
Unpaid minimum required contributions for all prior years 2018-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-08-31 0
Remaining amount of unpaid minimum required contributions 2018-08-31 0
Minimum required contributions for current year target normal cost 2018-08-31 24,551
Net shortfall amortization installment of oustanding balance 2018-08-31 0
Waiver amortization installment 2018-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-08-31 0
Carryover balance elected to use to offset funding requirement 2018-08-31 0
Prefunding balance elected to use to offset funding requirement 2018-08-31 0
Additional cash requirement 2018-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-08-31 227,919
Unpaid minimum required contributions for current year 2018-08-31 0
Unpaid minimum required contributions for all years 2018-08-31 0
2017: DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-08-31 440,537
Acturial value of plan assets 2017-08-31 440,537
Funding target for retired participants and beneficiaries receiving payment 2017-08-31 0
Number of terminated vested participants 2017-08-31 3
Fundng target for terminated vested participants 2017-08-31 11,071
Active participant vested funding target 2017-08-31 354,063
Number of active participants 2017-08-31 11
Total funding liabilities for active participants 2017-08-31 359,483
Total participant count 2017-08-31 14
Total funding target for all participants 2017-08-31 370,554
Balance at beginning of prior year after applicable adjustments 2017-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-08-31 0
Prefunding balanced used to offset prior years funding requirement 2017-08-31 0
Amount remaining of carryover balance 2017-08-31 0
Amount remaining of prefunding balance 2017-08-31 0
Present value of excess contributions 2017-08-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-08-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-08-31 0
Reductions in caryover balances due to elections or deemed elections 2017-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-08-31 0
Balance of carryovers at beginning of current year 2017-08-31 0
Balance of prefunding at beginning of current year 2017-08-31 0
Total employer contributions 2017-08-31 89,743
Total employee contributions 2017-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-08-31 88,796
Unpaid minimum required contributions for all prior years 2017-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-08-31 0
Remaining amount of unpaid minimum required contributions 2017-08-31 0
Minimum required contributions for current year target normal cost 2017-08-31 13,818
Net shortfall amortization installment of oustanding balance 2017-08-31 0
Waiver amortization installment 2017-08-31 0
Waived amount of outstanding balance 2017-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-08-31 0
Carryover balance elected to use to offset funding requirement 2017-08-31 0
Prefunding balance elected to use to offset funding requirement 2017-08-31 0
Additional cash requirement 2017-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-08-31 88,796
Unpaid minimum required contributions for current year 2017-08-31 0
Unpaid minimum required contributions for all years 2017-08-31 0

Measure	Date	Value
2023: DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN 2023 401k membership
Market value of plan assets	2023-08-31	1,928,009
Acturial value of plan assets	2023-08-31	1,928,009
Funding target for retired participants and beneficiaries receiving payment	2023-08-31	16,636
Number of terminated vested participants	2023-08-31	2
Fundng target for terminated vested participants	2023-08-31	9,734
Active participant vested funding target	2023-08-31	1,491,161
Number of active participants	2023-08-31	20
Total funding liabilities for active participants	2023-08-31	1,491,161
Total participant count	2023-08-31	23
Total funding target for all participants	2023-08-31	1,517,531
Balance at beginning of prior year after applicable adjustments	2023-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-08-31	0
Prefunding balanced used to offset prior years funding requirement	2023-08-31	0
Amount remaining of carryover balance	2023-08-31	0
Amount remaining of prefunding balance	2023-08-31	0
Present value of excess contributions	2023-08-31	195,349
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-08-31	195,349
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-08-31	0
Reductions in caryover balances due to elections or deemed elections	2023-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-08-31	0
Balance of carryovers at beginning of current year	2023-08-31	0
Balance of prefunding at beginning of current year	2023-08-31	0
Total employer contributions	2023-08-31	0
Total employee contributions	2023-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-08-31	0
Unpaid minimum required contributions for all prior years	2023-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-08-31	0
Remaining amount of unpaid minimum required contributions	2023-08-31	0
Minimum required contributions for current year target normal cost	2023-08-31	357,417
Net shortfall amortization installment of oustanding balance	2023-08-31	0
Waiver amortization installment	2023-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-08-31	0
Carryover balance elected to use to offset funding requirement	2023-08-31	0
Prefunding balance elected to use to offset funding requirement	2023-08-31	0
Additional cash requirement	2023-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2023-08-31	0
Unpaid minimum required contributions for current year	2023-08-31	0
Unpaid minimum required contributions for all years	2023-08-31	0
2022: DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-08-31	1,622,901
Acturial value of plan assets	2022-08-31	1,622,901
Funding target for retired participants and beneficiaries receiving payment	2022-08-31	0
Number of terminated vested participants	2022-08-31	2
Fundng target for terminated vested participants	2022-08-31	7,463
Active participant vested funding target	2022-08-31	1,187,024
Number of active participants	2022-08-31	19
Total funding liabilities for active participants	2022-08-31	1,189,742
Total participant count	2022-08-31	21
Total funding target for all participants	2022-08-31	1,197,205
Balance at beginning of prior year after applicable adjustments	2022-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-08-31	0
Prefunding balanced used to offset prior years funding requirement	2022-08-31	0
Amount remaining of carryover balance	2022-08-31	0
Amount remaining of prefunding balance	2022-08-31	0
Present value of excess contributions	2022-08-31	248,520
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-08-31	248,520
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-08-31	0
Reductions in caryover balances due to elections or deemed elections	2022-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-08-31	0
Balance of carryovers at beginning of current year	2022-08-31	0
Balance of prefunding at beginning of current year	2022-08-31	0
Total employer contributions	2022-08-31	200,000
Total employee contributions	2022-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-08-31	195,349
Unpaid minimum required contributions for all prior years	2022-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-08-31	0
Remaining amount of unpaid minimum required contributions	2022-08-31	0
Minimum required contributions for current year target normal cost	2022-08-31	220,465
Net shortfall amortization installment of oustanding balance	2022-08-31	0
Waiver amortization installment	2022-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-08-31	0
Carryover balance elected to use to offset funding requirement	2022-08-31	0
Prefunding balance elected to use to offset funding requirement	2022-08-31	0
Additional cash requirement	2022-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-08-31	195,349
Unpaid minimum required contributions for current year	2022-08-31	0
Unpaid minimum required contributions for all years	2022-08-31	0
2021: DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-08-31	1,509,607
Acturial value of plan assets	2021-08-31	1,509,607
Funding target for retired participants and beneficiaries receiving payment	2021-08-31	0
Number of terminated vested participants	2021-08-31	1
Fundng target for terminated vested participants	2021-08-31	5,593
Active participant vested funding target	2021-08-31	904,430
Number of active participants	2021-08-31	20
Total funding liabilities for active participants	2021-08-31	914,787
Total participant count	2021-08-31	21
Total funding target for all participants	2021-08-31	920,380
Balance at beginning of prior year after applicable adjustments	2021-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-08-31	0
Prefunding balanced used to offset prior years funding requirement	2021-08-31	0
Amount remaining of carryover balance	2021-08-31	0
Amount remaining of prefunding balance	2021-08-31	0
Present value of excess contributions	2021-08-31	241,781
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-08-31	241,781
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-08-31	0
Reductions in caryover balances due to elections or deemed elections	2021-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-08-31	0
Balance of carryovers at beginning of current year	2021-08-31	0
Balance of prefunding at beginning of current year	2021-08-31	0
Total employer contributions	2021-08-31	256,738
Total employee contributions	2021-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-08-31	248,520
Unpaid minimum required contributions for all prior years	2021-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-08-31	0
Remaining amount of unpaid minimum required contributions	2021-08-31	0
Minimum required contributions for current year target normal cost	2021-08-31	204,057
Net shortfall amortization installment of oustanding balance	2021-08-31	0
Waiver amortization installment	2021-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-08-31	0
Carryover balance elected to use to offset funding requirement	2021-08-31	0
Prefunding balance elected to use to offset funding requirement	2021-08-31	0
Additional cash requirement	2021-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-08-31	248,520
Unpaid minimum required contributions for current year	2021-08-31	0
Unpaid minimum required contributions for all years	2021-08-31	0
2020: DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-08-31	1,072,660
Acturial value of plan assets	2020-08-31	1,072,660
Funding target for retired participants and beneficiaries receiving payment	2020-08-31	0
Number of terminated vested participants	2020-08-31	2
Fundng target for terminated vested participants	2020-08-31	6,540
Active participant vested funding target	2020-08-31	658,916
Number of active participants	2020-08-31	20
Total funding liabilities for active participants	2020-08-31	669,106
Total participant count	2020-08-31	22
Total funding target for all participants	2020-08-31	675,646
Balance at beginning of prior year after applicable adjustments	2020-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-08-31	0
Prefunding balanced used to offset prior years funding requirement	2020-08-31	0
Amount remaining of carryover balance	2020-08-31	0
Amount remaining of prefunding balance	2020-08-31	0
Present value of excess contributions	2020-08-31	197,005
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-08-31	197,005
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-08-31	0
Reductions in caryover balances due to elections or deemed elections	2020-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-08-31	0
Balance of carryovers at beginning of current year	2020-08-31	0
Balance of prefunding at beginning of current year	2020-08-31	0
Total employer contributions	2020-08-31	245,100
Total employee contributions	2020-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-08-31	241,781
Unpaid minimum required contributions for all prior years	2020-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-08-31	0
Remaining amount of unpaid minimum required contributions	2020-08-31	0
Minimum required contributions for current year target normal cost	2020-08-31	213,609
Net shortfall amortization installment of oustanding balance	2020-08-31	0
Waiver amortization installment	2020-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-08-31	0
Carryover balance elected to use to offset funding requirement	2020-08-31	0
Prefunding balance elected to use to offset funding requirement	2020-08-31	0
Additional cash requirement	2020-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-08-31	241,781
Unpaid minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for all years	2020-08-31	0
2019: DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-08-31	806,896
Acturial value of plan assets	2019-08-31	806,896
Funding target for retired participants and beneficiaries receiving payment	2019-08-31	0
Number of terminated vested participants	2019-08-31	2
Fundng target for terminated vested participants	2019-08-31	5,943
Active participant vested funding target	2019-08-31	425,732
Number of active participants	2019-08-31	19
Total funding liabilities for active participants	2019-08-31	432,378
Total participant count	2019-08-31	21
Total funding target for all participants	2019-08-31	438,321
Balance at beginning of prior year after applicable adjustments	2019-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-08-31	0
Prefunding balanced used to offset prior years funding requirement	2019-08-31	0
Amount remaining of carryover balance	2019-08-31	0
Amount remaining of prefunding balance	2019-08-31	0
Present value of excess contributions	2019-08-31	227,919
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-08-31	227,919
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-08-31	0
Reductions in caryover balances due to elections or deemed elections	2019-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-08-31	0
Balance of carryovers at beginning of current year	2019-08-31	0
Balance of prefunding at beginning of current year	2019-08-31	0
Total employer contributions	2019-08-31	200,000
Total employee contributions	2019-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-08-31	197,005
Unpaid minimum required contributions for all prior years	2019-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-08-31	0
Remaining amount of unpaid minimum required contributions	2019-08-31	0
Minimum required contributions for current year target normal cost	2019-08-31	183,872
Net shortfall amortization installment of oustanding balance	2019-08-31	0
Waiver amortization installment	2019-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-08-31	0
Carryover balance elected to use to offset funding requirement	2019-08-31	0
Prefunding balance elected to use to offset funding requirement	2019-08-31	0
Additional cash requirement	2019-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-08-31	197,005
Unpaid minimum required contributions for current year	2019-08-31	0
Unpaid minimum required contributions for all years	2019-08-31	0
2018: DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-08-31	563,839
Acturial value of plan assets	2018-08-31	563,839
Funding target for retired participants and beneficiaries receiving payment	2018-08-31	0
Number of terminated vested participants	2018-08-31	2
Fundng target for terminated vested participants	2018-08-31	10,235
Active participant vested funding target	2018-08-31	399,737
Number of active participants	2018-08-31	15
Total funding liabilities for active participants	2018-08-31	402,156
Total participant count	2018-08-31	17
Total funding target for all participants	2018-08-31	412,391
Balance at beginning of prior year after applicable adjustments	2018-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-08-31	0
Prefunding balanced used to offset prior years funding requirement	2018-08-31	0
Amount remaining of carryover balance	2018-08-31	0
Amount remaining of prefunding balance	2018-08-31	0
Present value of excess contributions	2018-08-31	88,796
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-08-31	88,796
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-08-31	0
Reductions in caryover balances due to elections or deemed elections	2018-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-08-31	0
Balance of carryovers at beginning of current year	2018-08-31	0
Balance of prefunding at beginning of current year	2018-08-31	0
Total employer contributions	2018-08-31	230,743
Total employee contributions	2018-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-08-31	227,919
Unpaid minimum required contributions for all prior years	2018-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-08-31	0
Remaining amount of unpaid minimum required contributions	2018-08-31	0
Minimum required contributions for current year target normal cost	2018-08-31	24,551
Net shortfall amortization installment of oustanding balance	2018-08-31	0
Waiver amortization installment	2018-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-08-31	0
Carryover balance elected to use to offset funding requirement	2018-08-31	0
Prefunding balance elected to use to offset funding requirement	2018-08-31	0
Additional cash requirement	2018-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-08-31	227,919
Unpaid minimum required contributions for current year	2018-08-31	0
Unpaid minimum required contributions for all years	2018-08-31	0
2017: DAVID SIMPSON CONSTRUCTION CO., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-08-31	440,537
Acturial value of plan assets	2017-08-31	440,537
Funding target for retired participants and beneficiaries receiving payment	2017-08-31	0
Number of terminated vested participants	2017-08-31	3
Fundng target for terminated vested participants	2017-08-31	11,071
Active participant vested funding target	2017-08-31	354,063
Number of active participants	2017-08-31	11
Total funding liabilities for active participants	2017-08-31	359,483
Total participant count	2017-08-31	14
Total funding target for all participants	2017-08-31	370,554
Balance at beginning of prior year after applicable adjustments	2017-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-08-31	0
Prefunding balanced used to offset prior years funding requirement	2017-08-31	0
Amount remaining of carryover balance	2017-08-31	0
Amount remaining of prefunding balance	2017-08-31	0
Present value of excess contributions	2017-08-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-08-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-08-31	0
Reductions in caryover balances due to elections or deemed elections	2017-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-08-31	0
Balance of carryovers at beginning of current year	2017-08-31	0
Balance of prefunding at beginning of current year	2017-08-31	0
Total employer contributions	2017-08-31	89,743
Total employee contributions	2017-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-08-31	88,796
Unpaid minimum required contributions for all prior years	2017-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-08-31	0
Remaining amount of unpaid minimum required contributions	2017-08-31	0
Minimum required contributions for current year target normal cost	2017-08-31	13,818
Net shortfall amortization installment of oustanding balance	2017-08-31	0
Waiver amortization installment	2017-08-31	0
Waived amount of outstanding balance	2017-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-08-31	0
Carryover balance elected to use to offset funding requirement	2017-08-31	0
Prefunding balance elected to use to offset funding requirement	2017-08-31	0
Additional cash requirement	2017-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-08-31	88,796
Unpaid minimum required contributions for current year	2017-08-31	0
Unpaid minimum required contributions for all years	2017-08-31	0

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Company Name:	DAVID SIMPSON CONSTRUCTION CO., INC.
Employer identification number (EIN):	953339531
NAIC Classification:	236200

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2024-09-01
003	2023-09-01
003	2022-09-01
003	2021-09-01
003	2020-09-01
003	2019-09-01
003	2018-09-01
003	2017-09-01
003	2016-09-01
003	2015-09-01
003	2014-09-01	DAVID SCOTT SIMPSON	2015-11-06
003	2013-09-01	DAVID SCOTT SIMPSON	2014-12-01
003	2012-09-01	DAVID SCOTT SIMPSON	2013-11-20
003	2011-09-01	DAVID SIMPSON	2012-12-12