401k Plan data: J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN plan

J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN
Plan identification number	001

J.M. MOLD SOUTH, INC. DEFINED BENEFIT 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).
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

JM MOLD SOUTH, INC. has sponsored the creation of one or more 401k plans.

Company Name: JM MOLD SOUTH, INC.

Employer identification number (EIN): 341486643

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-02 DAVID BOWERS II 2024-08-09
001 2021-10-02 DAVID BOWERS II 2023-04-26
001 2020-10-02 DAVID BOWERS II 2022-04-21
001 2019-10-02 DAVID BOWERS II 2021-05-26
001 2018-10-02 DAVID BOWERS II 2020-06-10
001 2017-10-02 DAVID BOWERS II 2019-06-19
001 2016-10-02 DAVID BOWERS II 2018-06-27
001 2015-10-02 DAVID BOWERS II 2017-07-13
001 2014-10-02 DAVID BOWERS II 2016-07-12
001 2013-10-02 DAVID BOWERS II 2015-07-06
001 2012-10-02 DAVID BOWERS II 2014-07-08
001 2011-10-02 DAVID BOWERS II 2013-06-17
001 2010-10-02 DAVID BOWERS II 2012-03-09
001 2008-10-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-10-02	DAVID BOWERS II	2024-08-09
001	2021-10-02	DAVID BOWERS II	2023-04-26
001	2020-10-02	DAVID BOWERS II	2022-04-21
001	2019-10-02	DAVID BOWERS II	2021-05-26
001	2018-10-02	DAVID BOWERS II	2020-06-10
001	2017-10-02	DAVID BOWERS II	2019-06-19
001	2016-10-02	DAVID BOWERS II	2018-06-27
001	2015-10-02	DAVID BOWERS II	2017-07-13
001	2014-10-02	DAVID BOWERS II	2016-07-12
001	2013-10-02	DAVID BOWERS II	2015-07-06
001	2012-10-02	DAVID BOWERS II	2014-07-08
001	2011-10-02	DAVID BOWERS II	2013-06-17
001	2010-10-02	DAVID BOWERS II	2012-03-09
001	2008-10-02

Plan Statistics for J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN

Measure Date Value
2023: J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN 2023 401k membership
Market value of plan assets 2023-10-01 886,421
Acturial value of plan assets 2023-10-01 886,421
Funding target for retired participants and beneficiaries receiving payment 2023-10-01 693,570
Number of terminated vested participants 2023-10-01 16
Fundng target for terminated vested participants 2023-10-01 145,677
Active participant vested funding target 2023-10-01 326,181
Number of active participants 2023-10-01 11
Total funding liabilities for active participants 2023-10-01 326,181
Total participant count 2023-10-01 36
Total funding target for all participants 2023-10-01 1,165,428
Balance at beginning of prior year after applicable adjustments 2023-10-01 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-10-01 22
Carryover balanced portion elected for use to offset prior years funding requirement 2023-10-01 0
Prefunding balanced used to offset prior years funding requirement 2023-10-01 0
Amount remaining of carryover balance 2023-10-01 0
Amount remaining of prefunding balance 2023-10-01 22
Present value of excess contributions 2023-10-01 5,975
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-10-01 6,305
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-10-01 6,305
Reductions in caryover balances due to elections or deemed elections 2023-10-01 0
Reductions in prefunding balances due to elections or deemed elections 2023-10-01 0
Balance of carryovers at beginning of current year 2023-10-01 0
Balance of prefunding at beginning of current year 2023-10-01 6,324
Total employer contributions 2023-10-01 290,904
Total employee contributions 2023-10-01 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-10-01 0
Contributions made to avoid restrictions adjusted to valuation date 2023-10-01 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-10-01 279,596
Unpaid minimum required contributions for all prior years 2023-10-01 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-10-01 0
Remaining amount of unpaid minimum required contributions 2023-10-01 0
Minimum required contributions for current year target normal cost 2023-10-01 0
Net shortfall amortization installment of oustanding balance 2023-10-01 285,331
Waiver amortization installment 2023-10-01 0
Total funding amount beforereflecting carryover/prefunding balances 2023-10-01 26,529
Carryover balance elected to use to offset funding requirement 2023-10-01 0
Prefunding balance elected to use to offset funding requirement 2023-10-01 0
Additional cash requirement 2023-10-01 26,529
Contributions allocatedtoward minimum required contributions for current year 2023-10-01 279,596
Unpaid minimum required contributions for current year 2023-10-01 0
Unpaid minimum required contributions for all years 2023-10-01 0
2022: J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-10-01 1,096,593
Acturial value of plan assets 2022-10-01 1,096,593
Funding target for retired participants and beneficiaries receiving payment 2022-10-01 671,876
Number of terminated vested participants 2022-10-01 17
Fundng target for terminated vested participants 2022-10-01 164,840
Active participant vested funding target 2022-10-01 297,895
Number of active participants 2022-10-01 11
Total funding liabilities for active participants 2022-10-01 297,895
Total participant count 2022-10-01 36
Total funding target for all participants 2022-10-01 1,134,611
Balance at beginning of prior year after applicable adjustments 2022-10-01 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-10-01 776
Carryover balanced portion elected for use to offset prior years funding requirement 2022-10-01 0
Prefunding balanced used to offset prior years funding requirement 2022-10-01 776
Amount remaining of carryover balance 2022-10-01 0
Amount remaining of prefunding balance 2022-10-01 0
Present value of excess contributions 2022-10-01 19
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-10-01 22
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-10-01 22
Reductions in caryover balances due to elections or deemed elections 2022-10-01 0
Reductions in prefunding balances due to elections or deemed elections 2022-10-01 0
Balance of carryovers at beginning of current year 2022-10-01 0
Balance of prefunding at beginning of current year 2022-10-01 22
Total employer contributions 2022-10-01 10,000
Total employee contributions 2022-10-01 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-10-01 0
Contributions made to avoid restrictions adjusted to valuation date 2022-10-01 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-10-01 9,520
Unpaid minimum required contributions for all prior years 2022-10-01 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-10-01 0
Remaining amount of unpaid minimum required contributions 2022-10-01 0
Minimum required contributions for current year target normal cost 2022-10-01 0
Net shortfall amortization installment of oustanding balance 2022-10-01 38,040
Waiver amortization installment 2022-10-01 0
Total funding amount beforereflecting carryover/prefunding balances 2022-10-01 3,545
Carryover balance elected to use to offset funding requirement 2022-10-01 0
Prefunding balance elected to use to offset funding requirement 2022-10-01 0
Additional cash requirement 2022-10-01 3,545
Contributions allocatedtoward minimum required contributions for current year 2022-10-01 9,520
Unpaid minimum required contributions for current year 2022-10-01 0
Unpaid minimum required contributions for all years 2022-10-01 0
2021: J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-10-01 953,197
Acturial value of plan assets 2021-10-01 953,197
Funding target for retired participants and beneficiaries receiving payment 2021-10-01 700,482
Number of terminated vested participants 2021-10-01 17
Fundng target for terminated vested participants 2021-10-01 158,949
Active participant vested funding target 2021-10-01 286,706
Number of active participants 2021-10-01 11
Total funding liabilities for active participants 2021-10-01 286,706
Total participant count 2021-10-01 36
Total funding target for all participants 2021-10-01 1,146,137
Balance at beginning of prior year after applicable adjustments 2021-10-01 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-01 346
Carryover balanced portion elected for use to offset prior years funding requirement 2021-10-01 0
Prefunding balanced used to offset prior years funding requirement 2021-10-01 0
Amount remaining of carryover balance 2021-10-01 0
Amount remaining of prefunding balance 2021-10-01 346
Present value of excess contributions 2021-10-01 391
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-01 413
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-10-01 413
Reductions in caryover balances due to elections or deemed elections 2021-10-01 0
Reductions in prefunding balances due to elections or deemed elections 2021-10-01 0
Balance of carryovers at beginning of current year 2021-10-01 0
Balance of prefunding at beginning of current year 2021-10-01 776
Total employer contributions 2021-10-01 55,948
Total employee contributions 2021-10-01 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-10-01 0
Contributions made to avoid restrictions adjusted to valuation date 2021-10-01 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-10-01 52,119
Unpaid minimum required contributions for all prior years 2021-10-01 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-10-01 0
Remaining amount of unpaid minimum required contributions 2021-10-01 0
Minimum required contributions for current year target normal cost 2021-10-01 0
Net shortfall amortization installment of oustanding balance 2021-10-01 193,716
Waiver amortization installment 2021-10-01 0
Total funding amount beforereflecting carryover/prefunding balances 2021-10-01 52,876
Carryover balance elected to use to offset funding requirement 2021-10-01 0
Prefunding balance elected to use to offset funding requirement 2021-10-01 776
Additional cash requirement 2021-10-01 52,100
Contributions allocatedtoward minimum required contributions for current year 2021-10-01 52,119
Unpaid minimum required contributions for current year 2021-10-01 0
Unpaid minimum required contributions for all years 2021-10-01 0
2020: J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-10-01 926,935
Acturial value of plan assets 2020-10-01 926,935
Funding target for retired participants and beneficiaries receiving payment 2020-10-01 708,608
Number of terminated vested participants 2020-10-01 17
Fundng target for terminated vested participants 2020-10-01 145,859
Active participant vested funding target 2020-10-01 266,252
Number of active participants 2020-10-01 11
Total funding liabilities for active participants 2020-10-01 266,252
Total participant count 2020-10-01 36
Total funding target for all participants 2020-10-01 1,120,719
Balance at beginning of prior year after applicable adjustments 2020-10-01 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-10-01 337
Carryover balanced portion elected for use to offset prior years funding requirement 2020-10-01 0
Prefunding balanced used to offset prior years funding requirement 2020-10-01 0
Amount remaining of carryover balance 2020-10-01 0
Amount remaining of prefunding balance 2020-10-01 337
Present value of excess contributions 2020-10-01 3
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-10-01 3
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-10-01 3
Reductions in caryover balances due to elections or deemed elections 2020-10-01 0
Reductions in prefunding balances due to elections or deemed elections 2020-10-01 0
Balance of carryovers at beginning of current year 2020-10-01 0
Balance of prefunding at beginning of current year 2020-10-01 346
Total employer contributions 2020-10-01 59,395
Total employee contributions 2020-10-01 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-10-01 0
Contributions made to avoid restrictions adjusted to valuation date 2020-10-01 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-10-01 55,518
Unpaid minimum required contributions for all prior years 2020-10-01 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-10-01 0
Remaining amount of unpaid minimum required contributions 2020-10-01 0
Minimum required contributions for current year target normal cost 2020-10-01 0
Net shortfall amortization installment of oustanding balance 2020-10-01 194,130
Waiver amortization installment 2020-10-01 0
Total funding amount beforereflecting carryover/prefunding balances 2020-10-01 55,127
Carryover balance elected to use to offset funding requirement 2020-10-01 0
Prefunding balance elected to use to offset funding requirement 2020-10-01 0
Additional cash requirement 2020-10-01 55,127
Contributions allocatedtoward minimum required contributions for current year 2020-10-01 55,518
Unpaid minimum required contributions for current year 2020-10-01 0
Unpaid minimum required contributions for all years 2020-10-01 0
2019: J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-10-01 958,910
Acturial value of plan assets 2019-10-01 958,910
Funding target for retired participants and beneficiaries receiving payment 2019-10-01 716,865
Number of terminated vested participants 2019-10-01 17
Fundng target for terminated vested participants 2019-10-01 133,413
Active participant vested funding target 2019-10-01 242,867
Number of active participants 2019-10-01 11
Total funding liabilities for active participants 2019-10-01 242,867
Total participant count 2019-10-01 36
Total funding target for all participants 2019-10-01 1,093,145
Balance at beginning of prior year after applicable adjustments 2019-10-01 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-10-01 17
Carryover balanced portion elected for use to offset prior years funding requirement 2019-10-01 0
Prefunding balanced used to offset prior years funding requirement 2019-10-01 0
Amount remaining of carryover balance 2019-10-01 0
Amount remaining of prefunding balance 2019-10-01 17
Present value of excess contributions 2019-10-01 301
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-10-01 319
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-10-01 319
Reductions in caryover balances due to elections or deemed elections 2019-10-01 0
Reductions in prefunding balances due to elections or deemed elections 2019-10-01 0
Balance of carryovers at beginning of current year 2019-10-01 0
Balance of prefunding at beginning of current year 2019-10-01 337
Total employer contributions 2019-10-01 25,366
Total employee contributions 2019-10-01 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-10-01 0
Contributions made to avoid restrictions adjusted to valuation date 2019-10-01 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-10-01 22,964
Unpaid minimum required contributions for all prior years 2019-10-01 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-10-01 0
Remaining amount of unpaid minimum required contributions 2019-10-01 0
Minimum required contributions for current year target normal cost 2019-10-01 0
Net shortfall amortization installment of oustanding balance 2019-10-01 134,572
Waiver amortization installment 2019-10-01 0
Total funding amount beforereflecting carryover/prefunding balances 2019-10-01 22,961
Additional cash requirement 2019-10-01 22,961
Contributions allocatedtoward minimum required contributions for current year 2019-10-01 22,964
Unpaid minimum required contributions for current year 2019-10-01 0
Unpaid minimum required contributions for all years 2019-10-01 0
2018: J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-10-01 926,759
Acturial value of plan assets 2018-10-01 926,759
Funding target for retired participants and beneficiaries receiving payment 2018-10-01 698,219
Number of terminated vested participants 2018-10-01 17
Fundng target for terminated vested participants 2018-10-01 118,566
Active participant vested funding target 2018-10-01 216,882
Number of active participants 2018-10-01 11
Total funding liabilities for active participants 2018-10-01 216,882
Total participant count 2018-10-01 36
Total funding target for all participants 2018-10-01 1,033,667
Balance at beginning of prior year after applicable adjustments 2018-10-01 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-10-01 0
Amount remaining of carryover balance 2018-10-01 0
Amount remaining of prefunding balance 2018-10-01 0
Present value of excess contributions 2018-10-01 16
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-01 17
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-10-01 17
Reductions in caryover balances due to elections or deemed elections 2018-10-01 0
Reductions in prefunding balances due to elections or deemed elections 2018-10-01 0
Balance of carryovers at beginning of current year 2018-10-01 0
Balance of prefunding at beginning of current year 2018-10-01 17
Total employer contributions 2018-10-01 32,423
Total employee contributions 2018-10-01 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-10-01 0
Contributions made to avoid restrictions adjusted to valuation date 2018-10-01 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-10-01 28,943
Unpaid minimum required contributions for all prior years 2018-10-01 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-10-01 0
Remaining amount of unpaid minimum required contributions 2018-10-01 0
Minimum required contributions for current year target normal cost 2018-10-01 0
Net shortfall amortization installment of oustanding balance 2018-10-01 106,925
Waiver amortization installment 2018-10-01 0
Total funding amount beforereflecting carryover/prefunding balances 2018-10-01 28,642
Carryover balance elected to use to offset funding requirement 2018-10-01 0
Prefunding balance elected to use to offset funding requirement 2018-10-01 0
Additional cash requirement 2018-10-01 28,642
Contributions allocatedtoward minimum required contributions for current year 2018-10-01 28,943
Unpaid minimum required contributions for current year 2018-10-01 0
Unpaid minimum required contributions for all years 2018-10-01 0
2017: J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-10-01 877,971
Acturial value of plan assets 2017-10-01 877,971
Funding target for retired participants and beneficiaries receiving payment 2017-10-01 701,488
Number of terminated vested participants 2017-10-01 17
Fundng target for terminated vested participants 2017-10-01 107,427
Active participant vested funding target 2017-10-01 198,020
Number of active participants 2017-10-01 11
Total funding liabilities for active participants 2017-10-01 198,020
Total participant count 2017-10-01 36
Total funding target for all participants 2017-10-01 1,006,935
Balance at beginning of prior year after applicable adjustments 2017-10-01 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-10-01 0
Amount remaining of carryover balance 2017-10-01 0
Amount remaining of prefunding balance 2017-10-01 0
Present value of excess contributions 2017-10-01 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-01 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-10-01 0
Reductions in caryover balances due to elections or deemed elections 2017-10-01 0
Reductions in prefunding balances due to elections or deemed elections 2017-10-01 0
Balance of carryovers at beginning of current year 2017-10-01 0
Balance of prefunding at beginning of current year 2017-10-01 0
Total employer contributions 2017-10-01 33,671
Total employee contributions 2017-10-01 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-10-01 0
Contributions made to avoid restrictions adjusted to valuation date 2017-10-01 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-10-01 29,955
Unpaid minimum required contributions for all prior years 2017-10-01 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-10-01 0
Remaining amount of unpaid minimum required contributions 2017-10-01 0
Minimum required contributions for current year target normal cost 2017-10-01 0
Net shortfall amortization installment of oustanding balance 2017-10-01 128,963
Waiver amortization installment 2017-10-01 0
Total funding amount beforereflecting carryover/prefunding balances 2017-10-01 29,939
Carryover balance elected to use to offset funding requirement 2017-10-01 0
Prefunding balance elected to use to offset funding requirement 2017-10-01 0
Additional cash requirement 2017-10-01 29,939
Contributions allocatedtoward minimum required contributions for current year 2017-10-01 29,955
Unpaid minimum required contributions for current year 2017-10-01 0
Unpaid minimum required contributions for all years 2017-10-01 0

Measure	Date	Value
2023: J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN 2023 401k membership
Market value of plan assets	2023-10-01	886,421
Acturial value of plan assets	2023-10-01	886,421
Funding target for retired participants and beneficiaries receiving payment	2023-10-01	693,570
Number of terminated vested participants	2023-10-01	16
Fundng target for terminated vested participants	2023-10-01	145,677
Active participant vested funding target	2023-10-01	326,181
Number of active participants	2023-10-01	11
Total funding liabilities for active participants	2023-10-01	326,181
Total participant count	2023-10-01	36
Total funding target for all participants	2023-10-01	1,165,428
Balance at beginning of prior year after applicable adjustments	2023-10-01	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-10-01	22
Carryover balanced portion elected for use to offset prior years funding requirement	2023-10-01	0
Prefunding balanced used to offset prior years funding requirement	2023-10-01	0
Amount remaining of carryover balance	2023-10-01	0
Amount remaining of prefunding balance	2023-10-01	22
Present value of excess contributions	2023-10-01	5,975
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-10-01	6,305
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-10-01	6,305
Reductions in caryover balances due to elections or deemed elections	2023-10-01	0
Reductions in prefunding balances due to elections or deemed elections	2023-10-01	0
Balance of carryovers at beginning of current year	2023-10-01	0
Balance of prefunding at beginning of current year	2023-10-01	6,324
Total employer contributions	2023-10-01	290,904
Total employee contributions	2023-10-01	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-10-01	0
Contributions made to avoid restrictions adjusted to valuation date	2023-10-01	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-10-01	279,596
Unpaid minimum required contributions for all prior years	2023-10-01	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-10-01	0
Remaining amount of unpaid minimum required contributions	2023-10-01	0
Minimum required contributions for current year target normal cost	2023-10-01	0
Net shortfall amortization installment of oustanding balance	2023-10-01	285,331
Waiver amortization installment	2023-10-01	0
Total funding amount beforereflecting carryover/prefunding balances	2023-10-01	26,529
Carryover balance elected to use to offset funding requirement	2023-10-01	0
Prefunding balance elected to use to offset funding requirement	2023-10-01	0
Additional cash requirement	2023-10-01	26,529
Contributions allocatedtoward minimum required contributions for current year	2023-10-01	279,596
Unpaid minimum required contributions for current year	2023-10-01	0
Unpaid minimum required contributions for all years	2023-10-01	0
2022: J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-10-01	1,096,593
Acturial value of plan assets	2022-10-01	1,096,593
Funding target for retired participants and beneficiaries receiving payment	2022-10-01	671,876
Number of terminated vested participants	2022-10-01	17
Fundng target for terminated vested participants	2022-10-01	164,840
Active participant vested funding target	2022-10-01	297,895
Number of active participants	2022-10-01	11
Total funding liabilities for active participants	2022-10-01	297,895
Total participant count	2022-10-01	36
Total funding target for all participants	2022-10-01	1,134,611
Balance at beginning of prior year after applicable adjustments	2022-10-01	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-10-01	776
Carryover balanced portion elected for use to offset prior years funding requirement	2022-10-01	0
Prefunding balanced used to offset prior years funding requirement	2022-10-01	776
Amount remaining of carryover balance	2022-10-01	0
Amount remaining of prefunding balance	2022-10-01	0
Present value of excess contributions	2022-10-01	19
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-10-01	22
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-10-01	22
Reductions in caryover balances due to elections or deemed elections	2022-10-01	0
Reductions in prefunding balances due to elections or deemed elections	2022-10-01	0
Balance of carryovers at beginning of current year	2022-10-01	0
Balance of prefunding at beginning of current year	2022-10-01	22
Total employer contributions	2022-10-01	10,000
Total employee contributions	2022-10-01	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-10-01	0
Contributions made to avoid restrictions adjusted to valuation date	2022-10-01	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-10-01	9,520
Unpaid minimum required contributions for all prior years	2022-10-01	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-10-01	0
Remaining amount of unpaid minimum required contributions	2022-10-01	0
Minimum required contributions for current year target normal cost	2022-10-01	0
Net shortfall amortization installment of oustanding balance	2022-10-01	38,040
Waiver amortization installment	2022-10-01	0
Total funding amount beforereflecting carryover/prefunding balances	2022-10-01	3,545
Carryover balance elected to use to offset funding requirement	2022-10-01	0
Prefunding balance elected to use to offset funding requirement	2022-10-01	0
Additional cash requirement	2022-10-01	3,545
Contributions allocatedtoward minimum required contributions for current year	2022-10-01	9,520
Unpaid minimum required contributions for current year	2022-10-01	0
Unpaid minimum required contributions for all years	2022-10-01	0
2021: J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-10-01	953,197
Acturial value of plan assets	2021-10-01	953,197
Funding target for retired participants and beneficiaries receiving payment	2021-10-01	700,482
Number of terminated vested participants	2021-10-01	17
Fundng target for terminated vested participants	2021-10-01	158,949
Active participant vested funding target	2021-10-01	286,706
Number of active participants	2021-10-01	11
Total funding liabilities for active participants	2021-10-01	286,706
Total participant count	2021-10-01	36
Total funding target for all participants	2021-10-01	1,146,137
Balance at beginning of prior year after applicable adjustments	2021-10-01	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-01	346
Carryover balanced portion elected for use to offset prior years funding requirement	2021-10-01	0
Prefunding balanced used to offset prior years funding requirement	2021-10-01	0
Amount remaining of carryover balance	2021-10-01	0
Amount remaining of prefunding balance	2021-10-01	346
Present value of excess contributions	2021-10-01	391
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-01	413
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-10-01	413
Reductions in caryover balances due to elections or deemed elections	2021-10-01	0
Reductions in prefunding balances due to elections or deemed elections	2021-10-01	0
Balance of carryovers at beginning of current year	2021-10-01	0
Balance of prefunding at beginning of current year	2021-10-01	776
Total employer contributions	2021-10-01	55,948
Total employee contributions	2021-10-01	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-10-01	0
Contributions made to avoid restrictions adjusted to valuation date	2021-10-01	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-10-01	52,119
Unpaid minimum required contributions for all prior years	2021-10-01	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-10-01	0
Remaining amount of unpaid minimum required contributions	2021-10-01	0
Minimum required contributions for current year target normal cost	2021-10-01	0
Net shortfall amortization installment of oustanding balance	2021-10-01	193,716
Waiver amortization installment	2021-10-01	0
Total funding amount beforereflecting carryover/prefunding balances	2021-10-01	52,876
Carryover balance elected to use to offset funding requirement	2021-10-01	0
Prefunding balance elected to use to offset funding requirement	2021-10-01	776
Additional cash requirement	2021-10-01	52,100
Contributions allocatedtoward minimum required contributions for current year	2021-10-01	52,119
Unpaid minimum required contributions for current year	2021-10-01	0
Unpaid minimum required contributions for all years	2021-10-01	0
2020: J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-10-01	926,935
Acturial value of plan assets	2020-10-01	926,935
Funding target for retired participants and beneficiaries receiving payment	2020-10-01	708,608
Number of terminated vested participants	2020-10-01	17
Fundng target for terminated vested participants	2020-10-01	145,859
Active participant vested funding target	2020-10-01	266,252
Number of active participants	2020-10-01	11
Total funding liabilities for active participants	2020-10-01	266,252
Total participant count	2020-10-01	36
Total funding target for all participants	2020-10-01	1,120,719
Balance at beginning of prior year after applicable adjustments	2020-10-01	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-10-01	337
Carryover balanced portion elected for use to offset prior years funding requirement	2020-10-01	0
Prefunding balanced used to offset prior years funding requirement	2020-10-01	0
Amount remaining of carryover balance	2020-10-01	0
Amount remaining of prefunding balance	2020-10-01	337
Present value of excess contributions	2020-10-01	3
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-10-01	3
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-10-01	3
Reductions in caryover balances due to elections or deemed elections	2020-10-01	0
Reductions in prefunding balances due to elections or deemed elections	2020-10-01	0
Balance of carryovers at beginning of current year	2020-10-01	0
Balance of prefunding at beginning of current year	2020-10-01	346
Total employer contributions	2020-10-01	59,395
Total employee contributions	2020-10-01	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-10-01	0
Contributions made to avoid restrictions adjusted to valuation date	2020-10-01	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-10-01	55,518
Unpaid minimum required contributions for all prior years	2020-10-01	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-10-01	0
Remaining amount of unpaid minimum required contributions	2020-10-01	0
Minimum required contributions for current year target normal cost	2020-10-01	0
Net shortfall amortization installment of oustanding balance	2020-10-01	194,130
Waiver amortization installment	2020-10-01	0
Total funding amount beforereflecting carryover/prefunding balances	2020-10-01	55,127
Carryover balance elected to use to offset funding requirement	2020-10-01	0
Prefunding balance elected to use to offset funding requirement	2020-10-01	0
Additional cash requirement	2020-10-01	55,127
Contributions allocatedtoward minimum required contributions for current year	2020-10-01	55,518
Unpaid minimum required contributions for current year	2020-10-01	0
Unpaid minimum required contributions for all years	2020-10-01	0
2019: J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-10-01	958,910
Acturial value of plan assets	2019-10-01	958,910
Funding target for retired participants and beneficiaries receiving payment	2019-10-01	716,865
Number of terminated vested participants	2019-10-01	17
Fundng target for terminated vested participants	2019-10-01	133,413
Active participant vested funding target	2019-10-01	242,867
Number of active participants	2019-10-01	11
Total funding liabilities for active participants	2019-10-01	242,867
Total participant count	2019-10-01	36
Total funding target for all participants	2019-10-01	1,093,145
Balance at beginning of prior year after applicable adjustments	2019-10-01	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-10-01	17
Carryover balanced portion elected for use to offset prior years funding requirement	2019-10-01	0
Prefunding balanced used to offset prior years funding requirement	2019-10-01	0
Amount remaining of carryover balance	2019-10-01	0
Amount remaining of prefunding balance	2019-10-01	17
Present value of excess contributions	2019-10-01	301
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-01	319
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-10-01	319
Reductions in caryover balances due to elections or deemed elections	2019-10-01	0
Reductions in prefunding balances due to elections or deemed elections	2019-10-01	0
Balance of carryovers at beginning of current year	2019-10-01	0
Balance of prefunding at beginning of current year	2019-10-01	337
Total employer contributions	2019-10-01	25,366
Total employee contributions	2019-10-01	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-10-01	0
Contributions made to avoid restrictions adjusted to valuation date	2019-10-01	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-10-01	22,964
Unpaid minimum required contributions for all prior years	2019-10-01	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-10-01	0
Remaining amount of unpaid minimum required contributions	2019-10-01	0
Minimum required contributions for current year target normal cost	2019-10-01	0
Net shortfall amortization installment of oustanding balance	2019-10-01	134,572
Waiver amortization installment	2019-10-01	0
Total funding amount beforereflecting carryover/prefunding balances	2019-10-01	22,961
Additional cash requirement	2019-10-01	22,961
Contributions allocatedtoward minimum required contributions for current year	2019-10-01	22,964
Unpaid minimum required contributions for current year	2019-10-01	0
Unpaid minimum required contributions for all years	2019-10-01	0
2018: J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-10-01	926,759
Acturial value of plan assets	2018-10-01	926,759
Funding target for retired participants and beneficiaries receiving payment	2018-10-01	698,219
Number of terminated vested participants	2018-10-01	17
Fundng target for terminated vested participants	2018-10-01	118,566
Active participant vested funding target	2018-10-01	216,882
Number of active participants	2018-10-01	11
Total funding liabilities for active participants	2018-10-01	216,882
Total participant count	2018-10-01	36
Total funding target for all participants	2018-10-01	1,033,667
Balance at beginning of prior year after applicable adjustments	2018-10-01	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-01	0
Amount remaining of carryover balance	2018-10-01	0
Amount remaining of prefunding balance	2018-10-01	0
Present value of excess contributions	2018-10-01	16
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-01	17
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-10-01	17
Reductions in caryover balances due to elections or deemed elections	2018-10-01	0
Reductions in prefunding balances due to elections or deemed elections	2018-10-01	0
Balance of carryovers at beginning of current year	2018-10-01	0
Balance of prefunding at beginning of current year	2018-10-01	17
Total employer contributions	2018-10-01	32,423
Total employee contributions	2018-10-01	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-10-01	0
Contributions made to avoid restrictions adjusted to valuation date	2018-10-01	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-01	28,943
Unpaid minimum required contributions for all prior years	2018-10-01	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-10-01	0
Remaining amount of unpaid minimum required contributions	2018-10-01	0
Minimum required contributions for current year target normal cost	2018-10-01	0
Net shortfall amortization installment of oustanding balance	2018-10-01	106,925
Waiver amortization installment	2018-10-01	0
Total funding amount beforereflecting carryover/prefunding balances	2018-10-01	28,642
Carryover balance elected to use to offset funding requirement	2018-10-01	0
Prefunding balance elected to use to offset funding requirement	2018-10-01	0
Additional cash requirement	2018-10-01	28,642
Contributions allocatedtoward minimum required contributions for current year	2018-10-01	28,943
Unpaid minimum required contributions for current year	2018-10-01	0
Unpaid minimum required contributions for all years	2018-10-01	0
2017: J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-10-01	877,971
Acturial value of plan assets	2017-10-01	877,971
Funding target for retired participants and beneficiaries receiving payment	2017-10-01	701,488
Number of terminated vested participants	2017-10-01	17
Fundng target for terminated vested participants	2017-10-01	107,427
Active participant vested funding target	2017-10-01	198,020
Number of active participants	2017-10-01	11
Total funding liabilities for active participants	2017-10-01	198,020
Total participant count	2017-10-01	36
Total funding target for all participants	2017-10-01	1,006,935
Balance at beginning of prior year after applicable adjustments	2017-10-01	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-10-01	0
Amount remaining of carryover balance	2017-10-01	0
Amount remaining of prefunding balance	2017-10-01	0
Present value of excess contributions	2017-10-01	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-01	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-10-01	0
Reductions in caryover balances due to elections or deemed elections	2017-10-01	0
Reductions in prefunding balances due to elections or deemed elections	2017-10-01	0
Balance of carryovers at beginning of current year	2017-10-01	0
Balance of prefunding at beginning of current year	2017-10-01	0
Total employer contributions	2017-10-01	33,671
Total employee contributions	2017-10-01	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-10-01	0
Contributions made to avoid restrictions adjusted to valuation date	2017-10-01	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-01	29,955
Unpaid minimum required contributions for all prior years	2017-10-01	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-10-01	0
Remaining amount of unpaid minimum required contributions	2017-10-01	0
Minimum required contributions for current year target normal cost	2017-10-01	0
Net shortfall amortization installment of oustanding balance	2017-10-01	128,963
Waiver amortization installment	2017-10-01	0
Total funding amount beforereflecting carryover/prefunding balances	2017-10-01	29,939
Carryover balance elected to use to offset funding requirement	2017-10-01	0
Prefunding balance elected to use to offset funding requirement	2017-10-01	0
Additional cash requirement	2017-10-01	29,939
Contributions allocatedtoward minimum required contributions for current year	2017-10-01	29,955
Unpaid minimum required contributions for current year	2017-10-01	0
Unpaid minimum required contributions for all years	2017-10-01	0

Form 5500 Responses for J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN

2008: J.M. MOLD SOUTH, INC. DEFINED BENEFIT PLAN 2008 form 5500 responses
2008-10-02	Type of plan entity	Single employer plan
2008-10-02	Submission has been amended	No
2008-10-02	This submission is the final filing	No
2008-10-02	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-02	Plan is a collectively bargained plan	No

Potentially related plans

J.M. MOLD, INC. DEFINED BENEFIT PLAN [EIN = 310723969]

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Company Name:	JM MOLD SOUTH, INC.
Employer identification number (EIN):	341486643
NAIC Classification:	332900