401k Plan data: MINERALS HOURLY PENSION PLAN plan

MINERALS HOURLY PENSION PLAN 401k Plan overview

Plan Name	MINERALS HOURLY PENSION PLAN
Plan identification number	011

MINERALS HOURLY PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EP MANAGEMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: EP MANAGEMENT CORPORATION

Employer identification number (EIN): 204511764

NAIC Classification: 339900

Additional information about EP MANAGEMENT CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date: 2006-03-14

Company Identification Number: 4125491

Legal Registered Office Address: 200 Bellevue Parkway
Suite 210
Wilmington
United States of America (USA)
19809

More information about EP MANAGEMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MINERALS HOURLY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
011 2018-12-01
011 2017-12-01
011 2016-12-01 TAMMI SCOTT 2018-09-14
011 2015-12-01 TAMMI SCOTT 2017-09-14
011 2014-12-01 TAMMI SCOTT 2016-09-14
011 2013-12-01 TAMMI SCOTT 2015-09-15
011 2012-12-01 TAMMI SCOTT 2014-09-15
011 2011-12-01 TAMMI SCOTT 2013-09-13 TAMMI SCOTT 2013-09-13
011 2010-12-01 TAMMI SCOTT 2012-09-14
011 2008-12-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
011	2018-12-01
011	2017-12-01
011	2016-12-01	TAMMI SCOTT	2018-09-14
011	2015-12-01	TAMMI SCOTT	2017-09-14
011	2014-12-01	TAMMI SCOTT	2016-09-14
011	2013-12-01	TAMMI SCOTT	2015-09-15
011	2012-12-01	TAMMI SCOTT	2014-09-15
011	2011-12-01	TAMMI SCOTT	2013-09-13	TAMMI SCOTT	2013-09-13
011	2010-12-01	TAMMI SCOTT	2012-09-14
011	2008-12-01

Plan Statistics for MINERALS HOURLY PENSION PLAN

401k plan membership statisitcs for MINERALS HOURLY PENSION PLAN

Measure Date Value
2019: MINERALS HOURLY PENSION PLAN 2019 401k membership
Market value of plan assets 2019-11-30 1,197,900
Acturial value of plan assets 2019-11-30 1,285,630
Funding target for retired participants and beneficiaries receiving payment 2019-11-30 430,487
Number of terminated vested participants 2019-11-30 48
Fundng target for terminated vested participants 2019-11-30 684,606
Active participant vested funding target 2019-11-30 367,997
Number of active participants 2019-11-30 26
Total funding liabilities for active participants 2019-11-30 369,855
Total participant count 2019-11-30 88
Total funding target for all participants 2019-11-30 1,484,948
Balance at beginning of prior year after applicable adjustments 2019-11-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-11-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-11-30 0
Prefunding balanced used to offset prior years funding requirement 2019-11-30 0
Amount remaining of carryover balance 2019-11-30 0
Amount remaining of prefunding balance 2019-11-30 0
Present value of excess contributions 2019-11-30 1,770
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-11-30 1,875
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-11-30 0
Reductions in caryover balances due to elections or deemed elections 2019-11-30 0
Reductions in prefunding balances due to elections or deemed elections 2019-11-30 0
Balance of carryovers at beginning of current year 2019-11-30 0
Balance of prefunding at beginning of current year 2019-11-30 0
Total employer contributions 2019-11-30 130,000
Total employee contributions 2019-11-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-11-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-11-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-11-30 123,488
Liquidity shortfalls end of Q1 2019-11-30 0
Liquidity shortfalls end of Q2 2019-11-30 0
Liquidity shortfalls end of Q3 2019-11-30 0
Liquidity shortfalls end of Q4 2019-11-30 0
Unpaid minimum required contributions for all prior years 2019-11-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-11-30 0
Remaining amount of unpaid minimum required contributions 2019-11-30 0
Minimum required contributions for current year target normal cost 2019-11-30 84,657
Net shortfall amortization installment of oustanding balance 2019-11-30 199,318
Waiver amortization installment 2019-11-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-11-30 122,707
Carryover balance elected to use to offset funding requirement 2019-11-30 0
Prefunding balance elected to use to offset funding requirement 2019-11-30 0
Additional cash requirement 2019-11-30 122,707
Contributions allocatedtoward minimum required contributions for current year 2019-11-30 123,488
Unpaid minimum required contributions for current year 2019-11-30 0
Unpaid minimum required contributions for all years 2019-11-30 0
2018: MINERALS HOURLY PENSION PLAN 2018 401k membership
Market value of plan assets 2018-11-30 1,310,891
Acturial value of plan assets 2018-11-30 1,267,937
Funding target for retired participants and beneficiaries receiving payment 2018-11-30 417,967
Number of terminated vested participants 2018-11-30 48
Fundng target for terminated vested participants 2018-11-30 612,242
Active participant vested funding target 2018-11-30 342,657
Number of active participants 2018-11-30 27
Total funding liabilities for active participants 2018-11-30 349,721
Total participant count 2018-11-30 89
Total funding target for all participants 2018-11-30 1,379,930
Balance at beginning of prior year after applicable adjustments 2018-11-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-11-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-11-30 0
Prefunding balanced used to offset prior years funding requirement 2018-11-30 0
Amount remaining of carryover balance 2018-11-30 0
Amount remaining of prefunding balance 2018-11-30 0
Present value of excess contributions 2018-11-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-11-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-11-30 0
Reductions in caryover balances due to elections or deemed elections 2018-11-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-11-30 0
Balance of carryovers at beginning of current year 2018-11-30 0
Balance of prefunding at beginning of current year 2018-11-30 0
Total employer contributions 2018-11-30 101,290
Total employee contributions 2018-11-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-11-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-11-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-11-30 96,841
Liquidity shortfalls end of Q1 2018-11-30 0
Liquidity shortfalls end of Q2 2018-11-30 0
Liquidity shortfalls end of Q3 2018-11-30 0
Liquidity shortfalls end of Q4 2018-11-30 0
Unpaid minimum required contributions for all prior years 2018-11-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-11-30 0
Remaining amount of unpaid minimum required contributions 2018-11-30 0
Minimum required contributions for current year target normal cost 2018-11-30 73,916
Net shortfall amortization installment of oustanding balance 2018-11-30 111,993
Waiver amortization installment 2018-11-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-11-30 95,071
Carryover balance elected to use to offset funding requirement 2018-11-30 0
Prefunding balance elected to use to offset funding requirement 2018-11-30 0
Additional cash requirement 2018-11-30 95,071
Contributions allocatedtoward minimum required contributions for current year 2018-11-30 96,841
Unpaid minimum required contributions for current year 2018-11-30 0
Unpaid minimum required contributions for all years 2018-11-30 0
2017: MINERALS HOURLY PENSION PLAN 2017 401k membership
Market value of plan assets 2017-11-30 1,160,702
Acturial value of plan assets 2017-11-30 1,218,735
Funding target for retired participants and beneficiaries receiving payment 2017-11-30 445,106
Number of terminated vested participants 2017-11-30 46
Fundng target for terminated vested participants 2017-11-30 441,014
Active participant vested funding target 2017-11-30 400,174
Number of active participants 2017-11-30 29
Total funding liabilities for active participants 2017-11-30 407,227
Total participant count 2017-11-30 90
Total funding target for all participants 2017-11-30 1,293,347
Balance at beginning of prior year after applicable adjustments 2017-11-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-11-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-11-30 0
Prefunding balanced used to offset prior years funding requirement 2017-11-30 0
Amount remaining of carryover balance 2017-11-30 0
Amount remaining of prefunding balance 2017-11-30 0
Present value of excess contributions 2017-11-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-11-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-11-30 0
Reductions in caryover balances due to elections or deemed elections 2017-11-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-11-30 0
Balance of carryovers at beginning of current year 2017-11-30 0
Balance of prefunding at beginning of current year 2017-11-30 0
Total employer contributions 2017-11-30 93,346
Total employee contributions 2017-11-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-11-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-11-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-11-30 89,721
Liquidity shortfalls end of Q1 2017-11-30 0
Liquidity shortfalls end of Q2 2017-11-30 0
Liquidity shortfalls end of Q3 2017-11-30 0
Liquidity shortfalls end of Q4 2017-11-30 0
Unpaid minimum required contributions for all prior years 2017-11-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-11-30 0
Remaining amount of unpaid minimum required contributions 2017-11-30 0
Minimum required contributions for current year target normal cost 2017-11-30 76,279
Net shortfall amortization installment of oustanding balance 2017-11-30 74,612
Waiver amortization installment 2017-11-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-11-30 89,721
Carryover balance elected to use to offset funding requirement 2017-11-30 0
Prefunding balance elected to use to offset funding requirement 2017-11-30 0
Additional cash requirement 2017-11-30 89,721
Contributions allocatedtoward minimum required contributions for current year 2017-11-30 89,721
Unpaid minimum required contributions for current year 2017-11-30 0
Unpaid minimum required contributions for all years 2017-11-30 0

Measure	Date	Value
2019: MINERALS HOURLY PENSION PLAN 2019 401k membership
Market value of plan assets	2019-11-30	1,197,900
Acturial value of plan assets	2019-11-30	1,285,630
Funding target for retired participants and beneficiaries receiving payment	2019-11-30	430,487
Number of terminated vested participants	2019-11-30	48
Fundng target for terminated vested participants	2019-11-30	684,606
Active participant vested funding target	2019-11-30	367,997
Number of active participants	2019-11-30	26
Total funding liabilities for active participants	2019-11-30	369,855
Total participant count	2019-11-30	88
Total funding target for all participants	2019-11-30	1,484,948
Balance at beginning of prior year after applicable adjustments	2019-11-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-11-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-11-30	0
Prefunding balanced used to offset prior years funding requirement	2019-11-30	0
Amount remaining of carryover balance	2019-11-30	0
Amount remaining of prefunding balance	2019-11-30	0
Present value of excess contributions	2019-11-30	1,770
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-11-30	1,875
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-11-30	0
Reductions in caryover balances due to elections or deemed elections	2019-11-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-11-30	0
Balance of carryovers at beginning of current year	2019-11-30	0
Balance of prefunding at beginning of current year	2019-11-30	0
Total employer contributions	2019-11-30	130,000
Total employee contributions	2019-11-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-11-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-11-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-11-30	123,488
Liquidity shortfalls end of Q1	2019-11-30	0
Liquidity shortfalls end of Q2	2019-11-30	0
Liquidity shortfalls end of Q3	2019-11-30	0
Liquidity shortfalls end of Q4	2019-11-30	0
Unpaid minimum required contributions for all prior years	2019-11-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-11-30	0
Remaining amount of unpaid minimum required contributions	2019-11-30	0
Minimum required contributions for current year target normal cost	2019-11-30	84,657
Net shortfall amortization installment of oustanding balance	2019-11-30	199,318
Waiver amortization installment	2019-11-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-11-30	122,707
Carryover balance elected to use to offset funding requirement	2019-11-30	0
Prefunding balance elected to use to offset funding requirement	2019-11-30	0
Additional cash requirement	2019-11-30	122,707
Contributions allocatedtoward minimum required contributions for current year	2019-11-30	123,488
Unpaid minimum required contributions for current year	2019-11-30	0
Unpaid minimum required contributions for all years	2019-11-30	0
2018: MINERALS HOURLY PENSION PLAN 2018 401k membership
Market value of plan assets	2018-11-30	1,310,891
Acturial value of plan assets	2018-11-30	1,267,937
Funding target for retired participants and beneficiaries receiving payment	2018-11-30	417,967
Number of terminated vested participants	2018-11-30	48
Fundng target for terminated vested participants	2018-11-30	612,242
Active participant vested funding target	2018-11-30	342,657
Number of active participants	2018-11-30	27
Total funding liabilities for active participants	2018-11-30	349,721
Total participant count	2018-11-30	89
Total funding target for all participants	2018-11-30	1,379,930
Balance at beginning of prior year after applicable adjustments	2018-11-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-11-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-11-30	0
Prefunding balanced used to offset prior years funding requirement	2018-11-30	0
Amount remaining of carryover balance	2018-11-30	0
Amount remaining of prefunding balance	2018-11-30	0
Present value of excess contributions	2018-11-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-11-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-11-30	0
Reductions in caryover balances due to elections or deemed elections	2018-11-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-11-30	0
Balance of carryovers at beginning of current year	2018-11-30	0
Balance of prefunding at beginning of current year	2018-11-30	0
Total employer contributions	2018-11-30	101,290
Total employee contributions	2018-11-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-11-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-11-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-11-30	96,841
Liquidity shortfalls end of Q1	2018-11-30	0
Liquidity shortfalls end of Q2	2018-11-30	0
Liquidity shortfalls end of Q3	2018-11-30	0
Liquidity shortfalls end of Q4	2018-11-30	0
Unpaid minimum required contributions for all prior years	2018-11-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-11-30	0
Remaining amount of unpaid minimum required contributions	2018-11-30	0
Minimum required contributions for current year target normal cost	2018-11-30	73,916
Net shortfall amortization installment of oustanding balance	2018-11-30	111,993
Waiver amortization installment	2018-11-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-11-30	95,071
Carryover balance elected to use to offset funding requirement	2018-11-30	0
Prefunding balance elected to use to offset funding requirement	2018-11-30	0
Additional cash requirement	2018-11-30	95,071
Contributions allocatedtoward minimum required contributions for current year	2018-11-30	96,841
Unpaid minimum required contributions for current year	2018-11-30	0
Unpaid minimum required contributions for all years	2018-11-30	0
2017: MINERALS HOURLY PENSION PLAN 2017 401k membership
Market value of plan assets	2017-11-30	1,160,702
Acturial value of plan assets	2017-11-30	1,218,735
Funding target for retired participants and beneficiaries receiving payment	2017-11-30	445,106
Number of terminated vested participants	2017-11-30	46
Fundng target for terminated vested participants	2017-11-30	441,014
Active participant vested funding target	2017-11-30	400,174
Number of active participants	2017-11-30	29
Total funding liabilities for active participants	2017-11-30	407,227
Total participant count	2017-11-30	90
Total funding target for all participants	2017-11-30	1,293,347
Balance at beginning of prior year after applicable adjustments	2017-11-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-11-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-11-30	0
Prefunding balanced used to offset prior years funding requirement	2017-11-30	0
Amount remaining of carryover balance	2017-11-30	0
Amount remaining of prefunding balance	2017-11-30	0
Present value of excess contributions	2017-11-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-11-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-11-30	0
Reductions in caryover balances due to elections or deemed elections	2017-11-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-11-30	0
Balance of carryovers at beginning of current year	2017-11-30	0
Balance of prefunding at beginning of current year	2017-11-30	0
Total employer contributions	2017-11-30	93,346
Total employee contributions	2017-11-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-11-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-11-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-11-30	89,721
Liquidity shortfalls end of Q1	2017-11-30	0
Liquidity shortfalls end of Q2	2017-11-30	0
Liquidity shortfalls end of Q3	2017-11-30	0
Liquidity shortfalls end of Q4	2017-11-30	0
Unpaid minimum required contributions for all prior years	2017-11-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-11-30	0
Remaining amount of unpaid minimum required contributions	2017-11-30	0
Minimum required contributions for current year target normal cost	2017-11-30	76,279
Net shortfall amortization installment of oustanding balance	2017-11-30	74,612
Waiver amortization installment	2017-11-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-11-30	89,721
Carryover balance elected to use to offset funding requirement	2017-11-30	0
Prefunding balance elected to use to offset funding requirement	2017-11-30	0
Additional cash requirement	2017-11-30	89,721
Contributions allocatedtoward minimum required contributions for current year	2017-11-30	89,721
Unpaid minimum required contributions for current year	2017-11-30	0
Unpaid minimum required contributions for all years	2017-11-30	0

Form 5500 Responses for MINERALS HOURLY PENSION PLAN

2008: MINERALS HOURLY PENSION PLAN 2008 form 5500 responses
2008-12-01	Type of plan entity	Single employer plan
2008-12-01	Submission has been amended	No
2008-12-01	This submission is the final filing	No
2008-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-01	Plan is a collectively bargained plan	No

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	EP MANAGEMENT CORPORATION
Employer identification number (EIN):	204511764
NAIC Classification:	339900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:	2006-03-14
Company Identification Number:	4125491
Legal Registered Office Address:	200 Bellevue Parkway Suite 210 Wilmington United States of America (USA) 19809