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DAVID WILSON DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameDAVID WILSON DEFINED BENEFIT PENSION PLAN
Plan identification number 001

DAVID WILSON DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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 WILSON has sponsored the creation of one or more 401k plans.

Company Name:DAVID WILSON
Employer identification number (EIN):954822397
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID WILSON DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-12-01
0012021-12-01
0012020-12-01

Plan Statistics for DAVID WILSON DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for DAVID WILSON DEFINED BENEFIT PENSION PLAN

Measure Date Value
2023: DAVID WILSON DEFINED BENEFIT PENSION PLAN 2023 401k membership
Market value of plan assets2023-11-301,238,379
Acturial value of plan assets2023-11-301,238,379
Funding target for retired participants and beneficiaries receiving payment2023-11-300
Number of terminated vested participants2023-11-301
Fundng target for terminated vested participants2023-11-301,175
Active participant vested funding target2023-11-301,323,841
Number of active participants2023-11-301
Total funding liabilities for active participants2023-11-301,323,841
Total participant count2023-11-302
Total funding target for all participants2023-11-301,325,016
Balance at beginning of prior year after applicable adjustments2023-11-300
Prefunding balance at beginning of prior year after applicable adjustments2023-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-11-300
Prefunding balanced used to offset prior years funding requirement2023-11-300
Amount remaining of carryover balance2023-11-300
Amount remaining of prefunding balance2023-11-300
Present value of excess contributions2023-11-3083,307
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-11-3083,307
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-11-300
Reductions in caryover balances due to elections or deemed elections2023-11-300
Reductions in prefunding balances due to elections or deemed elections2023-11-300
Balance of carryovers at beginning of current year2023-11-300
Balance of prefunding at beginning of current year2023-11-300
Total employer contributions2023-11-30300,000
Total employee contributions2023-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-11-300
Contributions made to avoid restrictions adjusted to valuation date2023-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-11-30276,729
Unpaid minimum required contributions for all prior years2023-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-11-300
Remaining amount of unpaid minimum required contributions2023-11-300
Minimum required contributions for current year target normal cost2023-11-30264,769
Net shortfall amortization installment of oustanding balance2023-11-3086,637
Waiver amortization installment2023-11-300
Total funding amount beforereflecting carryover/prefunding balances2023-11-30272,775
Carryover balance elected to use to offset funding requirement2023-11-300
Prefunding balance elected to use to offset funding requirement2023-11-300
Additional cash requirement2023-11-30272,775
Contributions allocatedtoward minimum required contributions for current year2023-11-30276,729
Unpaid minimum required contributions for current year2023-11-300
Unpaid minimum required contributions for all years2023-11-300
2022: DAVID WILSON DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-11-301,062,810
Acturial value of plan assets2022-11-301,062,810
Funding target for retired participants and beneficiaries receiving payment2022-11-300
Number of terminated vested participants2022-11-301
Fundng target for terminated vested participants2022-11-30985
Active participant vested funding target2022-11-30726,728
Number of active participants2022-11-301
Total funding liabilities for active participants2022-11-30908,410
Total participant count2022-11-302
Total funding target for all participants2022-11-30909,395
Balance at beginning of prior year after applicable adjustments2022-11-300
Prefunding balance at beginning of prior year after applicable adjustments2022-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-11-300
Prefunding balanced used to offset prior years funding requirement2022-11-300
Amount remaining of carryover balance2022-11-300
Amount remaining of prefunding balance2022-11-300
Present value of excess contributions2022-11-30165,556
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-11-30165,556
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-11-300
Reductions in caryover balances due to elections or deemed elections2022-11-300
Reductions in prefunding balances due to elections or deemed elections2022-11-300
Balance of carryovers at beginning of current year2022-11-300
Balance of prefunding at beginning of current year2022-11-300
Total employer contributions2022-11-30170,000
Total employee contributions2022-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-11-300
Contributions made to avoid restrictions adjusted to valuation date2022-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-11-30156,995
Unpaid minimum required contributions for all prior years2022-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-11-300
Remaining amount of unpaid minimum required contributions2022-11-300
Minimum required contributions for current year target normal cost2022-11-30227,103
Net shortfall amortization installment of oustanding balance2022-11-300
Total funding amount beforereflecting carryover/prefunding balances2022-11-3073,688
Carryover balance elected to use to offset funding requirement2022-11-300
Prefunding balance elected to use to offset funding requirement2022-11-300
Additional cash requirement2022-11-3073,688
Contributions allocatedtoward minimum required contributions for current year2022-11-30156,995
Unpaid minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for all years2022-11-300
2021: DAVID WILSON DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-11-30684,179
Acturial value of plan assets2021-11-30684,179
Funding target for retired participants and beneficiaries receiving payment2021-11-300
Number of terminated vested participants2021-11-300
Fundng target for terminated vested participants2021-11-300
Active participant vested funding target2021-11-30367,885
Number of active participants2021-11-302
Total funding liabilities for active participants2021-11-30613,141
Total participant count2021-11-302
Total funding target for all participants2021-11-30613,141
Balance at beginning of prior year after applicable adjustments2021-11-300
Prefunding balance at beginning of prior year after applicable adjustments2021-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-11-300
Prefunding balanced used to offset prior years funding requirement2021-11-300
Amount remaining of carryover balance2021-11-300
Amount remaining of prefunding balance2021-11-300
Present value of excess contributions2021-11-3055,778
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-11-3055,778
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-11-300
Reductions in caryover balances due to elections or deemed elections2021-11-300
Reductions in prefunding balances due to elections or deemed elections2021-11-300
Balance of carryovers at beginning of current year2021-11-300
Balance of prefunding at beginning of current year2021-11-300
Total employer contributions2021-11-30376,700
Total employee contributions2021-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-11-300
Contributions made to avoid restrictions adjusted to valuation date2021-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-11-30347,357
Unpaid minimum required contributions for all prior years2021-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-11-300
Remaining amount of unpaid minimum required contributions2021-11-300
Minimum required contributions for current year target normal cost2021-11-30252,839
Net shortfall amortization installment of oustanding balance2021-11-300
Waiver amortization installment2021-11-300
Total funding amount beforereflecting carryover/prefunding balances2021-11-30181,801
Carryover balance elected to use to offset funding requirement2021-11-300
Prefunding balance elected to use to offset funding requirement2021-11-300
Additional cash requirement2021-11-30181,801
Contributions allocatedtoward minimum required contributions for current year2021-11-30347,357
Unpaid minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for all years2021-11-300

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