401k Plan data: CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN plan

CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN 401k Plan overview

Plan Name	CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN
Plan identification number	001

CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

CLEVELAND HARDWARE & FORGING COMPANY has sponsored the creation of one or more 401k plans.

Company Name: CLEVELAND HARDWARE & FORGING COMPANY

Employer identification number (EIN): 341028784

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-09-01 WILLIAM HOBAN 2023-10-25
001 2021-09-01 WILLIAM HOBAN 2023-05-10
001 2020-09-01 WILLIAM HOBAN 2022-05-05
001 2019-09-01 WILLIAM HOBAN 2021-05-12
001 2018-12-01 WILLIAM HOBAN 2020-05-20
001 2017-12-01 WILLIAM HOBAN 2019-07-10
001 2016-12-01
001 2015-12-01
001 2014-12-01
001 2013-12-01
001 2012-12-01 JAMES R SOCHA 2014-07-18 JAMES R SOCHA 2014-07-18
001 2011-12-01 JAMES R SOCHA 2013-08-13 JAMES R SOCHA 2013-08-13
001 2010-12-01 JAMES R SOCHA 2012-08-15 JAMES R SOCHA 2012-08-15
001 2008-12-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-09-01	WILLIAM HOBAN	2023-10-25
001	2021-09-01	WILLIAM HOBAN	2023-05-10
001	2020-09-01	WILLIAM HOBAN	2022-05-05
001	2019-09-01	WILLIAM HOBAN	2021-05-12
001	2018-12-01	WILLIAM HOBAN	2020-05-20
001	2017-12-01	WILLIAM HOBAN	2019-07-10
001	2016-12-01
001	2015-12-01
001	2014-12-01
001	2013-12-01
001	2012-12-01	JAMES R SOCHA	2014-07-18	JAMES R SOCHA	2014-07-18
001	2011-12-01	JAMES R SOCHA	2013-08-13	JAMES R SOCHA	2013-08-13
001	2010-12-01	JAMES R SOCHA	2012-08-15	JAMES R SOCHA	2012-08-15
001	2008-12-01

Plan Statistics for CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN

401k plan membership statisitcs for CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN

Measure Date Value
2023: CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN 2023 401k membership
Market value of plan assets 2023-08-31 1,509,627
Acturial value of plan assets 2023-08-31 1,509,627
Funding target for retired participants and beneficiaries receiving payment 2023-08-31 1,101,650
Number of terminated vested participants 2023-08-31 28
Fundng target for terminated vested participants 2023-08-31 300,911
Active participant vested funding target 2023-08-31 183,704
Number of active participants 2023-08-31 12
Total funding liabilities for active participants 2023-08-31 187,458
Total participant count 2023-08-31 73
Total funding target for all participants 2023-08-31 1,590,019
Balance at beginning of prior year after applicable adjustments 2023-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-08-31 100,603
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 2023-08-31 100,603
Present value of excess contributions 2023-08-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-08-31 0
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 88,219
Total employer contributions 2023-08-31 173,427
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 2023-08-31 164,930
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 24,722
Net shortfall amortization installment of oustanding balance 2023-08-31 168,611
Waiver amortization installment 2023-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-08-31 40,304
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 40,304
Contributions allocatedtoward minimum required contributions for current year 2023-08-31 164,930
Unpaid minimum required contributions for current year 2023-08-31 0
Unpaid minimum required contributions for all years 2023-08-31 0
2022: CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN 2022 401k membership
Market value of plan assets 2022-08-31 1,883,831
Acturial value of plan assets 2022-08-31 1,883,831
Funding target for retired participants and beneficiaries receiving payment 2022-08-31 159,229
Number of terminated vested participants 2022-08-31 30
Fundng target for terminated vested participants 2022-08-31 278,152
Active participant vested funding target 2022-08-31 1,165,872
Number of active participants 2022-08-31 33
Total funding liabilities for active participants 2022-08-31 1,165,872
Total participant count 2022-08-31 78
Total funding target for all participants 2022-08-31 1,603,253
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 85,753
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 14,271
Amount remaining of carryover balance 2022-08-31 0
Amount remaining of prefunding balance 2022-08-31 71,482
Present value of excess contributions 2022-08-31 13,372
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-08-31 15,854
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-08-31 15,854
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 2022-08-31 100,603
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 0
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 25,425
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 0
Unpaid minimum required contributions for current year 2022-08-31 0
Unpaid minimum required contributions for all years 2022-08-31 0
2021: CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN 2021 401k membership
Market value of plan assets 2021-08-31 1,686,822
Acturial value of plan assets 2021-08-31 1,686,822
Funding target for retired participants and beneficiaries receiving payment 2021-08-31 1,035,467
Number of terminated vested participants 2021-08-31 34
Fundng target for terminated vested participants 2021-08-31 391,813
Active participant vested funding target 2021-08-31 172,569
Number of active participants 2021-08-31 17
Total funding liabilities for active participants 2021-08-31 173,789
Total participant count 2021-08-31 79
Total funding target for all participants 2021-08-31 1,601,069
Balance at beginning of prior year after applicable adjustments 2021-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-08-31 274,452
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 2021-08-31 274,452
Present value of excess contributions 2021-08-31 8,649
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-08-31 9,124
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-08-31 9,124
Reductions in caryover balances due to elections or deemed elections 2021-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-08-31 225,680
Balance of carryovers at beginning of current year 2021-08-31 0
Balance of prefunding at beginning of current year 2021-08-31 85,753
Total employer contributions 2021-08-31 21,743
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 20,844
Liquidity shortfalls end of Q1 2021-08-31 0
Liquidity shortfalls end of Q2 2021-08-31 0
Liquidity shortfalls end of Q3 2021-08-31 0
Liquidity shortfalls end of Q4 2021-08-31 0
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 21,743
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 21,743
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 14,271
Additional cash requirement 2021-08-31 7,472
Contributions allocatedtoward minimum required contributions for current year 2021-08-31 20,844
Unpaid minimum required contributions for current year 2021-08-31 0
Unpaid minimum required contributions for all years 2021-08-31 0
2020: CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN 2020 401k membership
Market value of plan assets 2020-08-31 1,609,343
Acturial value of plan assets 2020-08-31 1,609,343
Funding target for retired participants and beneficiaries receiving payment 2020-08-31 957,373
Number of terminated vested participants 2020-08-31 33
Fundng target for terminated vested participants 2020-08-31 361,246
Active participant vested funding target 2020-08-31 16,228
Number of active participants 2020-08-31 14
Total funding liabilities for active participants 2020-08-31 16,272
Total participant count 2020-08-31 76
Total funding target for all participants 2020-08-31 1,334,891
Balance at beginning of prior year after applicable adjustments 2020-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-08-31 287,100
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 2020-08-31 287,100
Present value of excess contributions 2020-08-31 8,039
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-08-31 8,381
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-08-31 8,381
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 46,093
Balance of carryovers at beginning of current year 2020-08-31 0
Balance of prefunding at beginning of current year 2020-08-31 274,452
Total employer contributions 2020-08-31 47,946
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 45,951
Liquidity shortfalls end of Q1 2020-08-31 0
Liquidity shortfalls end of Q2 2020-08-31 0
Liquidity shortfalls end of Q3 2020-08-31 0
Liquidity shortfalls end of Q4 2020-08-31 0
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 37,302
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 37,302
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 37,302
Contributions allocatedtoward minimum required contributions for current year 2020-08-31 45,951
Unpaid minimum required contributions for current year 2020-08-31 0
Unpaid minimum required contributions for all years 2020-08-31 0
2019: CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN 2019 401k membership
Market value of plan assets 2019-08-31 1,497,222
Acturial value of plan assets 2019-08-31 1,497,222
Funding target for retired participants and beneficiaries receiving payment 2019-08-31 853,129
Number of terminated vested participants 2019-08-31 24
Fundng target for terminated vested participants 2019-08-31 191,013
Active participant vested funding target 2019-08-31 455,141
Number of active participants 2019-08-31 24
Total funding liabilities for active participants 2019-08-31 457,657
Total participant count 2019-08-31 75
Total funding target for all participants 2019-08-31 1,501,799
Balance at beginning of prior year after applicable adjustments 2019-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-08-31 241,096
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 2019-08-31 241,096
Present value of excess contributions 2019-08-31 45,440
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-08-31 48,126
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-08-31 48,126
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 2019-08-31 287,100
Total employer contributions 2019-08-31 87,341
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 83,992
Liquidity shortfalls end of Q1 2019-08-31 0
Liquidity shortfalls end of Q2 2019-08-31 0
Liquidity shortfalls end of Q3 2019-08-31 0
Liquidity shortfalls end of Q4 2019-08-31 0
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 57,592
Net shortfall amortization installment of oustanding balance 2019-08-31 261,677
Waiver amortization installment 2019-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-08-31 75,953
Additional cash requirement 2019-08-31 75,953
Contributions allocatedtoward minimum required contributions for current year 2019-08-31 83,992
Unpaid minimum required contributions for current year 2019-08-31 0
Unpaid minimum required contributions for all years 2019-08-31 0
2018: CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN 2018 401k membership
Market value of plan assets 2018-11-30 1,550,613
Acturial value of plan assets 2018-11-30 1,550,613
Funding target for retired participants and beneficiaries receiving payment 2018-11-30 732,717
Number of terminated vested participants 2018-11-30 26
Fundng target for terminated vested participants 2018-11-30 257,807
Active participant vested funding target 2018-11-30 415,907
Number of active participants 2018-11-30 25
Total funding liabilities for active participants 2018-11-30 421,745
Total participant count 2018-11-30 76
Total funding target for all participants 2018-11-30 1,412,269
Balance at beginning of prior year after applicable adjustments 2018-11-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-11-30 194,713
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 2018-11-30 194,713
Present value of excess contributions 2018-11-30 17,767
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-11-30 18,851
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-11-30 18,851
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 2018-11-30 241,096
Total employer contributions 2018-11-30 80,000
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 78,689
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 33,249
Net shortfall amortization installment of oustanding balance 2018-11-30 102,752
Waiver amortization installment 2018-11-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-11-30 33,249
Additional cash requirement 2018-11-30 33,249
Contributions allocatedtoward minimum required contributions for current year 2018-11-30 78,689
Unpaid minimum required contributions for current year 2018-11-30 0
Unpaid minimum required contributions for all years 2018-11-30 0
2017: CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets 2017-11-30 1,383,031
Acturial value of plan assets 2017-11-30 1,383,031
Funding target for retired participants and beneficiaries receiving payment 2017-11-30 713,347
Number of terminated vested participants 2017-11-30 27
Fundng target for terminated vested participants 2017-11-30 251,470
Active participant vested funding target 2017-11-30 435,037
Number of active participants 2017-11-30 24
Total funding liabilities for active participants 2017-11-30 439,158
Total participant count 2017-11-30 76
Total funding target for all participants 2017-11-30 1,403,975
Balance at beginning of prior year after applicable adjustments 2017-11-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-11-30 113,817
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 2017-11-30 113,817
Present value of excess contributions 2017-11-30 73,753
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-11-30 78,392
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-11-30 78,392
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 2017-11-30 194,713
Total employer contributions 2017-11-30 67,000
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 66,043
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 32,347
Net shortfall amortization installment of oustanding balance 2017-11-30 215,657
Waiver amortization installment 2017-11-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-11-30 48,276
Additional cash requirement 2017-11-30 48,276
Contributions allocatedtoward minimum required contributions for current year 2017-11-30 66,043
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
2023: CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN 2023 401k membership
Market value of plan assets	2023-08-31	1,509,627
Acturial value of plan assets	2023-08-31	1,509,627
Funding target for retired participants and beneficiaries receiving payment	2023-08-31	1,101,650
Number of terminated vested participants	2023-08-31	28
Fundng target for terminated vested participants	2023-08-31	300,911
Active participant vested funding target	2023-08-31	183,704
Number of active participants	2023-08-31	12
Total funding liabilities for active participants	2023-08-31	187,458
Total participant count	2023-08-31	73
Total funding target for all participants	2023-08-31	1,590,019
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	100,603
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	100,603
Present value of excess contributions	2023-08-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-08-31	0
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	88,219
Total employer contributions	2023-08-31	173,427
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	164,930
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	24,722
Net shortfall amortization installment of oustanding balance	2023-08-31	168,611
Waiver amortization installment	2023-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-08-31	40,304
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	40,304
Contributions allocatedtoward minimum required contributions for current year	2023-08-31	164,930
Unpaid minimum required contributions for current year	2023-08-31	0
Unpaid minimum required contributions for all years	2023-08-31	0
2022: CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN 2022 401k membership
Market value of plan assets	2022-08-31	1,883,831
Acturial value of plan assets	2022-08-31	1,883,831
Funding target for retired participants and beneficiaries receiving payment	2022-08-31	159,229
Number of terminated vested participants	2022-08-31	30
Fundng target for terminated vested participants	2022-08-31	278,152
Active participant vested funding target	2022-08-31	1,165,872
Number of active participants	2022-08-31	33
Total funding liabilities for active participants	2022-08-31	1,165,872
Total participant count	2022-08-31	78
Total funding target for all participants	2022-08-31	1,603,253
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	85,753
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	14,271
Amount remaining of carryover balance	2022-08-31	0
Amount remaining of prefunding balance	2022-08-31	71,482
Present value of excess contributions	2022-08-31	13,372
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-08-31	15,854
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-08-31	15,854
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	100,603
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	0
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	25,425
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	0
Unpaid minimum required contributions for current year	2022-08-31	0
Unpaid minimum required contributions for all years	2022-08-31	0
2021: CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN 2021 401k membership
Market value of plan assets	2021-08-31	1,686,822
Acturial value of plan assets	2021-08-31	1,686,822
Funding target for retired participants and beneficiaries receiving payment	2021-08-31	1,035,467
Number of terminated vested participants	2021-08-31	34
Fundng target for terminated vested participants	2021-08-31	391,813
Active participant vested funding target	2021-08-31	172,569
Number of active participants	2021-08-31	17
Total funding liabilities for active participants	2021-08-31	173,789
Total participant count	2021-08-31	79
Total funding target for all participants	2021-08-31	1,601,069
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	274,452
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	274,452
Present value of excess contributions	2021-08-31	8,649
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-08-31	9,124
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-08-31	9,124
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	225,680
Balance of carryovers at beginning of current year	2021-08-31	0
Balance of prefunding at beginning of current year	2021-08-31	85,753
Total employer contributions	2021-08-31	21,743
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	20,844
Liquidity shortfalls end of Q1	2021-08-31	0
Liquidity shortfalls end of Q2	2021-08-31	0
Liquidity shortfalls end of Q3	2021-08-31	0
Liquidity shortfalls end of Q4	2021-08-31	0
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	21,743
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	21,743
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	14,271
Additional cash requirement	2021-08-31	7,472
Contributions allocatedtoward minimum required contributions for current year	2021-08-31	20,844
Unpaid minimum required contributions for current year	2021-08-31	0
Unpaid minimum required contributions for all years	2021-08-31	0
2020: CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN 2020 401k membership
Market value of plan assets	2020-08-31	1,609,343
Acturial value of plan assets	2020-08-31	1,609,343
Funding target for retired participants and beneficiaries receiving payment	2020-08-31	957,373
Number of terminated vested participants	2020-08-31	33
Fundng target for terminated vested participants	2020-08-31	361,246
Active participant vested funding target	2020-08-31	16,228
Number of active participants	2020-08-31	14
Total funding liabilities for active participants	2020-08-31	16,272
Total participant count	2020-08-31	76
Total funding target for all participants	2020-08-31	1,334,891
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	287,100
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	287,100
Present value of excess contributions	2020-08-31	8,039
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-08-31	8,381
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-08-31	8,381
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	46,093
Balance of carryovers at beginning of current year	2020-08-31	0
Balance of prefunding at beginning of current year	2020-08-31	274,452
Total employer contributions	2020-08-31	47,946
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	45,951
Liquidity shortfalls end of Q1	2020-08-31	0
Liquidity shortfalls end of Q2	2020-08-31	0
Liquidity shortfalls end of Q3	2020-08-31	0
Liquidity shortfalls end of Q4	2020-08-31	0
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	37,302
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	37,302
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	37,302
Contributions allocatedtoward minimum required contributions for current year	2020-08-31	45,951
Unpaid minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for all years	2020-08-31	0
2019: CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN 2019 401k membership
Market value of plan assets	2019-08-31	1,497,222
Acturial value of plan assets	2019-08-31	1,497,222
Funding target for retired participants and beneficiaries receiving payment	2019-08-31	853,129
Number of terminated vested participants	2019-08-31	24
Fundng target for terminated vested participants	2019-08-31	191,013
Active participant vested funding target	2019-08-31	455,141
Number of active participants	2019-08-31	24
Total funding liabilities for active participants	2019-08-31	457,657
Total participant count	2019-08-31	75
Total funding target for all participants	2019-08-31	1,501,799
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	241,096
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	241,096
Present value of excess contributions	2019-08-31	45,440
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-08-31	48,126
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-08-31	48,126
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	287,100
Total employer contributions	2019-08-31	87,341
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	83,992
Liquidity shortfalls end of Q1	2019-08-31	0
Liquidity shortfalls end of Q2	2019-08-31	0
Liquidity shortfalls end of Q3	2019-08-31	0
Liquidity shortfalls end of Q4	2019-08-31	0
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	57,592
Net shortfall amortization installment of oustanding balance	2019-08-31	261,677
Waiver amortization installment	2019-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-08-31	75,953
Additional cash requirement	2019-08-31	75,953
Contributions allocatedtoward minimum required contributions for current year	2019-08-31	83,992
Unpaid minimum required contributions for current year	2019-08-31	0
Unpaid minimum required contributions for all years	2019-08-31	0
2018: CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN 2018 401k membership
Market value of plan assets	2018-11-30	1,550,613
Acturial value of plan assets	2018-11-30	1,550,613
Funding target for retired participants and beneficiaries receiving payment	2018-11-30	732,717
Number of terminated vested participants	2018-11-30	26
Fundng target for terminated vested participants	2018-11-30	257,807
Active participant vested funding target	2018-11-30	415,907
Number of active participants	2018-11-30	25
Total funding liabilities for active participants	2018-11-30	421,745
Total participant count	2018-11-30	76
Total funding target for all participants	2018-11-30	1,412,269
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	194,713
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	194,713
Present value of excess contributions	2018-11-30	17,767
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-11-30	18,851
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-11-30	18,851
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	241,096
Total employer contributions	2018-11-30	80,000
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	78,689
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	33,249
Net shortfall amortization installment of oustanding balance	2018-11-30	102,752
Waiver amortization installment	2018-11-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-11-30	33,249
Additional cash requirement	2018-11-30	33,249
Contributions allocatedtoward minimum required contributions for current year	2018-11-30	78,689
Unpaid minimum required contributions for current year	2018-11-30	0
Unpaid minimum required contributions for all years	2018-11-30	0
2017: CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets	2017-11-30	1,383,031
Acturial value of plan assets	2017-11-30	1,383,031
Funding target for retired participants and beneficiaries receiving payment	2017-11-30	713,347
Number of terminated vested participants	2017-11-30	27
Fundng target for terminated vested participants	2017-11-30	251,470
Active participant vested funding target	2017-11-30	435,037
Number of active participants	2017-11-30	24
Total funding liabilities for active participants	2017-11-30	439,158
Total participant count	2017-11-30	76
Total funding target for all participants	2017-11-30	1,403,975
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	113,817
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	113,817
Present value of excess contributions	2017-11-30	73,753
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-11-30	78,392
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-11-30	78,392
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	194,713
Total employer contributions	2017-11-30	67,000
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	66,043
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	32,347
Net shortfall amortization installment of oustanding balance	2017-11-30	215,657
Waiver amortization installment	2017-11-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-11-30	48,276
Additional cash requirement	2017-11-30	48,276
Contributions allocatedtoward minimum required contributions for current year	2017-11-30	66,043
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 CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES PENSION PLAN

2008: CLEVELAND HARDWARE AND FORGING COMPANY HOURLY RATED EMPLOYEES 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

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Company Name:	CLEVELAND HARDWARE & FORGING COMPANY
Employer identification number (EIN):	341028784
NAIC Classification:	332900