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| Plan Name | WALZ & KRENZER, INC. DEFINED BENEFIT PENSION PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | WALZ & KRENZER, INC. |
| Employer identification number (EIN): | 132746646 |
| NAIC Classification: | 339900 |
Additional information about WALZ & KRENZER, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1973-04-03 |
| Company Identification Number: | 257976 |
| Legal Registered Office Address: |
91 Willenbrock Road, Unit # B4 New York Oxford United States of America (USA) 06478 |
More information about WALZ & KRENZER, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2018-01-01 | TOMISLAV THEMEL | 2018-11-02 | ||
| 002 | 2018-01-01 | TOMISLAV THEMEL | 2018-11-01 | ||
| 002 | 2017-01-01 | TOMISLAV THEMEL | 2018-03-17 | ||
| 002 | 2016-01-01 | TOMISLAV THEMEL | 2017-04-10 | ||
| 002 | 2015-01-01 | TOMISLAV THEMEL | 2016-05-05 | ||
| 002 | 2014-01-01 | TOMISLAV THEMEL | 2015-06-18 | TOMISLAV THEMEL | 2015-06-18 |
| 002 | 2013-01-01 | TOMISLAV THEMEL | 2014-03-26 | ||
| 002 | 2012-01-01 | MELISSA SHEPSTONE | 2013-04-15 | ||
| 002 | 2011-01-01 | MELISSA SHEPSTONE | 2012-04-13 | ||
| 002 | 2010-01-01 | MELISSA SHEPSTONE | 2011-05-23 |
| Measure | Date | Value |
|---|---|---|
| 2017: WALZ & KRENZER, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership | ||
| Market value of plan assets | 2017-12-31 | 4,130,299 |
| Acturial value of plan assets | 2017-12-31 | 4,130,299 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
| Number of terminated vested participants | 2017-12-31 | 2 |
| Fundng target for terminated vested participants | 2017-12-31 | 3,504,770 |
| Active participant vested funding target | 2017-12-31 | 1,738,508 |
| Number of active participants | 2017-12-31 | 2 |
| Total funding liabilities for active participants | 2017-12-31 | 1,738,508 |
| Total participant count | 2017-12-31 | 4 |
| Total funding target for all participants | 2017-12-31 | 5,243,278 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,938 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 161,416 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 41,998 |
| Amount remaining of carryover balance | 2017-12-31 | 1,938 |
| Amount remaining of prefunding balance | 2017-12-31 | 119,418 |
| Present value of excess contributions | 2017-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 2,047 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 126,117 |
| Total employer contributions | 2017-12-31 | 330,000 |
| Total employee contributions | 2017-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 315,038 |
| Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 89,088 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 1,112,997 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 310,669 |
| Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Additional cash requirement | 2017-12-31 | 310,669 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 315,038 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| 2016: WALZ & KRENZER, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership | ||
| Market value of plan assets | 2016-12-31 | 3,628,452 |
| Acturial value of plan assets | 2016-12-31 | 3,628,452 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
| Number of terminated vested participants | 2016-12-31 | 1 |
| Fundng target for terminated vested participants | 2016-12-31 | 889,560 |
| Active participant vested funding target | 2016-12-31 | 3,280,875 |
| Number of active participants | 2016-12-31 | 3 |
| Total funding liabilities for active participants | 2016-12-31 | 3,280,875 |
| Total participant count | 2016-12-31 | 4 |
| Total funding target for all participants | 2016-12-31 | 4,170,435 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,982 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 165,098 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Amount remaining of carryover balance | 2016-12-31 | 1,982 |
| Amount remaining of prefunding balance | 2016-12-31 | 165,098 |
| Present value of excess contributions | 2016-12-31 | 18,041 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 19,197 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 1,938 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 161,416 |
| Total employer contributions | 2016-12-31 | 290,000 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 277,365 |
| Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 134,760 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 1,019,840 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Waived amount of outstanding balance | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 319,363 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 41,998 |
| Additional cash requirement | 2016-12-31 | 277,365 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 277,365 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
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