LINDYS ACE HARDWARE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST
401k plan membership statisitcs for LINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST
Measure | Date | Value |
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2023: LINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2023 401k membership |
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Market value of plan assets | 2023-02-28 | 494,887 |
Acturial value of plan assets | 2023-02-28 | 494,887 |
Funding target for retired participants and beneficiaries receiving payment | 2023-02-28 | 0 |
Number of terminated vested participants | 2023-02-28 | 3 |
Fundng target for terminated vested participants | 2023-02-28 | 17,536 |
Active participant vested funding target | 2023-02-28 | 553,974 |
Number of active participants | 2023-02-28 | 5 |
Total funding liabilities for active participants | 2023-02-28 | 553,974 |
Total participant count | 2023-02-28 | 8 |
Total funding target for all participants | 2023-02-28 | 571,510 |
Balance at beginning of prior year after applicable adjustments | 2023-02-28 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-02-28 | 0 |
Amount remaining of carryover balance | 2023-02-28 | 0 |
Amount remaining of prefunding balance | 2023-02-28 | 0 |
Present value of excess contributions | 2023-02-28 | 109 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-02-28 | 115 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-02-28 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-02-28 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-02-28 | 0 |
Balance of carryovers at beginning of current year | 2023-02-28 | 0 |
Balance of prefunding at beginning of current year | 2023-02-28 | 0 |
Total employer contributions | 2023-02-28 | 18,200 |
Total employee contributions | 2023-02-28 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-02-28 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-02-28 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-02-28 | 16,192 |
Unpaid minimum required contributions for all prior years | 2023-02-28 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-02-28 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-02-28 | 0 |
Minimum required contributions for current year target normal cost | 2023-02-28 | 8,400 |
Net shortfall amortization installment of oustanding balance | 2023-02-28 | 76,623 |
Waiver amortization installment | 2023-02-28 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-02-28 | 16,172 |
Additional cash requirement | 2023-02-28 | 16,172 |
Contributions allocatedtoward minimum required contributions for current year | 2023-02-28 | 16,192 |
Unpaid minimum required contributions for current year | 2023-02-28 | 0 |
Unpaid minimum required contributions for all years | 2023-02-28 | 0 |
2022: LINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2022 401k membership |
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Market value of plan assets | 2022-02-28 | 481,058 |
Acturial value of plan assets | 2022-02-28 | 481,058 |
Funding target for retired participants and beneficiaries receiving payment | 2022-02-28 | 13,925 |
Number of terminated vested participants | 2022-02-28 | 3 |
Fundng target for terminated vested participants | 2022-02-28 | 16,015 |
Active participant vested funding target | 2022-02-28 | 509,542 |
Number of active participants | 2022-02-28 | 5 |
Total funding liabilities for active participants | 2022-02-28 | 509,542 |
Total participant count | 2022-02-28 | 9 |
Total funding target for all participants | 2022-02-28 | 539,482 |
Balance at beginning of prior year after applicable adjustments | 2022-02-28 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-02-28 | 0 |
Amount remaining of carryover balance | 2022-02-28 | 0 |
Amount remaining of prefunding balance | 2022-02-28 | 0 |
Present value of excess contributions | 2022-02-28 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-02-28 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-02-28 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-02-28 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-02-28 | 0 |
Balance of carryovers at beginning of current year | 2022-02-28 | 0 |
Balance of prefunding at beginning of current year | 2022-02-28 | 0 |
Total employer contributions | 2022-02-28 | 12,500 |
Total employee contributions | 2022-02-28 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-02-28 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-02-28 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-02-28 | 10,968 |
Unpaid minimum required contributions for all prior years | 2022-02-28 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-02-28 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-02-28 | 0 |
Minimum required contributions for current year target normal cost | 2022-02-28 | 5,014 |
Net shortfall amortization installment of oustanding balance | 2022-02-28 | 58,424 |
Waiver amortization installment | 2022-02-28 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-02-28 | 10,859 |
Additional cash requirement | 2022-02-28 | 10,859 |
Contributions allocatedtoward minimum required contributions for current year | 2022-02-28 | 10,968 |
Unpaid minimum required contributions for current year | 2022-02-28 | 0 |
Unpaid minimum required contributions for all years | 2022-02-28 | 0 |
2021: LINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2021 401k membership |
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Market value of plan assets | 2021-02-28 | 516,798 |
Acturial value of plan assets | 2021-02-28 | 516,798 |
Funding target for retired participants and beneficiaries receiving payment | 2021-02-28 | 32,816 |
Number of terminated vested participants | 2021-02-28 | 3 |
Fundng target for terminated vested participants | 2021-02-28 | 14,707 |
Active participant vested funding target | 2021-02-28 | 563,468 |
Number of active participants | 2021-02-28 | 6 |
Total funding liabilities for active participants | 2021-02-28 | 563,641 |
Total participant count | 2021-02-28 | 10 |
Total funding target for all participants | 2021-02-28 | 611,164 |
Balance at beginning of prior year after applicable adjustments | 2021-02-28 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-02-28 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-02-28 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-02-28 | 0 |
Amount remaining of carryover balance | 2021-02-28 | 0 |
Amount remaining of prefunding balance | 2021-02-28 | 0 |
Present value of excess contributions | 2021-02-28 | 95 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-02-28 | 100 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-02-28 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-02-28 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-02-28 | 0 |
Balance of carryovers at beginning of current year | 2021-02-28 | 0 |
Balance of prefunding at beginning of current year | 2021-02-28 | 0 |
Total employer contributions | 2021-02-28 | 23,649 |
Total employee contributions | 2021-02-28 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-02-28 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-02-28 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-02-28 | 20,877 |
Unpaid minimum required contributions for all prior years | 2021-02-28 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-02-28 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-02-28 | 0 |
Minimum required contributions for current year target normal cost | 2021-02-28 | 12,017 |
Net shortfall amortization installment of oustanding balance | 2021-02-28 | 94,366 |
Waiver amortization installment | 2021-02-28 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-02-28 | 20,877 |
Additional cash requirement | 2021-02-28 | 20,877 |
Contributions allocatedtoward minimum required contributions for current year | 2021-02-28 | 20,877 |
Unpaid minimum required contributions for current year | 2021-02-28 | 0 |
Unpaid minimum required contributions for all years | 2021-02-28 | 0 |
2020: LINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2020 401k membership |
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Market value of plan assets | 2020-02-29 | 475,136 |
Acturial value of plan assets | 2020-02-29 | 475,136 |
Funding target for retired participants and beneficiaries receiving payment | 2020-02-29 | 18,349 |
Number of terminated vested participants | 2020-02-29 | 3 |
Fundng target for terminated vested participants | 2020-02-29 | 14,234 |
Active participant vested funding target | 2020-02-29 | 544,796 |
Number of active participants | 2020-02-29 | 7 |
Total funding liabilities for active participants | 2020-02-29 | 545,019 |
Total participant count | 2020-02-29 | 11 |
Total funding target for all participants | 2020-02-29 | 577,602 |
Balance at beginning of prior year after applicable adjustments | 2020-02-29 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-02-29 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-02-29 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-02-29 | 0 |
Amount remaining of carryover balance | 2020-02-29 | 0 |
Amount remaining of prefunding balance | 2020-02-29 | 0 |
Present value of excess contributions | 2020-02-29 | 12 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-02-29 | 13 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-02-29 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-02-29 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-02-29 | 0 |
Balance of carryovers at beginning of current year | 2020-02-29 | 0 |
Balance of prefunding at beginning of current year | 2020-02-29 | 0 |
Total employer contributions | 2020-02-29 | 36,917 |
Total employee contributions | 2020-02-29 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-02-29 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-02-29 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-02-29 | 34,712 |
Unpaid minimum required contributions for all prior years | 2020-02-29 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-02-29 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-02-29 | 0 |
Minimum required contributions for current year target normal cost | 2020-02-29 | 10,000 |
Net shortfall amortization installment of oustanding balance | 2020-02-29 | 102,466 |
Waiver amortization installment | 2020-02-29 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-02-29 | 34,617 |
Additional cash requirement | 2020-02-29 | 34,617 |
Contributions allocatedtoward minimum required contributions for current year | 2020-02-29 | 34,712 |
Unpaid minimum required contributions for current year | 2020-02-29 | 0 |
Unpaid minimum required contributions for all years | 2020-02-29 | 0 |
2019: LINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership |
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Market value of plan assets | 2019-02-28 | 470,150 |
Acturial value of plan assets | 2019-02-28 | 470,150 |
Funding target for retired participants and beneficiaries receiving payment | 2019-02-28 | 19,115 |
Number of terminated vested participants | 2019-02-28 | 3 |
Fundng target for terminated vested participants | 2019-02-28 | 12,970 |
Active participant vested funding target | 2019-02-28 | 502,026 |
Number of active participants | 2019-02-28 | 7 |
Total funding liabilities for active participants | 2019-02-28 | 502,281 |
Total participant count | 2019-02-28 | 11 |
Total funding target for all participants | 2019-02-28 | 534,366 |
Balance at beginning of prior year after applicable adjustments | 2019-02-28 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-02-28 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-02-28 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-02-28 | 0 |
Amount remaining of carryover balance | 2019-02-28 | 0 |
Amount remaining of prefunding balance | 2019-02-28 | 0 |
Present value of excess contributions | 2019-02-28 | 39 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-02-28 | 41 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-02-28 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-02-28 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-02-28 | 0 |
Balance of carryovers at beginning of current year | 2019-02-28 | 0 |
Balance of prefunding at beginning of current year | 2019-02-28 | 0 |
Total employer contributions | 2019-02-28 | 14,200 |
Total employee contributions | 2019-02-28 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-02-28 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-02-28 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-02-28 | 12,445 |
Unpaid minimum required contributions for all prior years | 2019-02-28 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-02-28 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-02-28 | 0 |
Minimum required contributions for current year target normal cost | 2019-02-28 | 1,364 |
Net shortfall amortization installment of oustanding balance | 2019-02-28 | 64,216 |
Waiver amortization installment | 2019-02-28 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-02-28 | 12,433 |
Additional cash requirement | 2019-02-28 | 12,433 |
Contributions allocatedtoward minimum required contributions for current year | 2019-02-28 | 12,445 |
Unpaid minimum required contributions for current year | 2019-02-28 | 0 |
Unpaid minimum required contributions for all years | 2019-02-28 | 0 |
2018: LINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership |
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Market value of plan assets | 2018-02-28 | 420,905 |
Acturial value of plan assets | 2018-02-28 | 420,905 |
Funding target for retired participants and beneficiaries receiving payment | 2018-02-28 | 18,473 |
Number of terminated vested participants | 2018-02-28 | 2 |
Fundng target for terminated vested participants | 2018-02-28 | 8,455 |
Active participant vested funding target | 2018-02-28 | 446,969 |
Number of active participants | 2018-02-28 | 8 |
Total funding liabilities for active participants | 2018-02-28 | 447,192 |
Total participant count | 2018-02-28 | 11 |
Total funding target for all participants | 2018-02-28 | 474,120 |
Balance at beginning of prior year after applicable adjustments | 2018-02-28 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-02-28 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-02-28 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-02-28 | 0 |
Amount remaining of carryover balance | 2018-02-28 | 0 |
Amount remaining of prefunding balance | 2018-02-28 | 0 |
Present value of excess contributions | 2018-02-28 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-02-28 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-02-28 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-02-28 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-02-28 | 0 |
Balance of carryovers at beginning of current year | 2018-02-28 | 0 |
Balance of prefunding at beginning of current year | 2018-02-28 | 0 |
Total employer contributions | 2018-02-28 | 18,043 |
Total employee contributions | 2018-02-28 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-02-28 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-02-28 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-02-28 | 15,792 |
Unpaid minimum required contributions for all prior years | 2018-02-28 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-02-28 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-02-28 | 0 |
Minimum required contributions for current year target normal cost | 2018-02-28 | 1,309 |
Net shortfall amortization installment of oustanding balance | 2018-02-28 | 53,215 |
Waiver amortization installment | 2018-02-28 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-02-28 | 15,753 |
Additional cash requirement | 2018-02-28 | 15,753 |
Contributions allocatedtoward minimum required contributions for current year | 2018-02-28 | 15,792 |
Unpaid minimum required contributions for current year | 2018-02-28 | 0 |
Unpaid minimum required contributions for all years | 2018-02-28 | 0 |
2017: LINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership |
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Market value of plan assets | 2017-02-28 | 368,500 |
Acturial value of plan assets | 2017-02-28 | 368,500 |
Funding target for retired participants and beneficiaries receiving payment | 2017-02-28 | 18,995 |
Number of terminated vested participants | 2017-02-28 | 2 |
Fundng target for terminated vested participants | 2017-02-28 | 7,579 |
Active participant vested funding target | 2017-02-28 | 407,499 |
Number of active participants | 2017-02-28 | 8 |
Total funding liabilities for active participants | 2017-02-28 | 407,699 |
Total participant count | 2017-02-28 | 11 |
Total funding target for all participants | 2017-02-28 | 434,273 |
Balance at beginning of prior year after applicable adjustments | 2017-02-28 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-02-28 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-02-28 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-02-28 | 0 |
Amount remaining of carryover balance | 2017-02-28 | 0 |
Amount remaining of prefunding balance | 2017-02-28 | 0 |
Present value of excess contributions | 2017-02-28 | 227 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-02-28 | 241 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-02-28 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-02-28 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-02-28 | 0 |
Balance of carryovers at beginning of current year | 2017-02-28 | 0 |
Balance of prefunding at beginning of current year | 2017-02-28 | 0 |
Total employer contributions | 2017-02-28 | 22,478 |
Total employee contributions | 2017-02-28 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-02-28 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-02-28 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-02-28 | 19,652 |
Unpaid minimum required contributions for all prior years | 2017-02-28 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-02-28 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-02-28 | 0 |
Minimum required contributions for current year target normal cost | 2017-02-28 | 6,151 |
Net shortfall amortization installment of oustanding balance | 2017-02-28 | 65,773 |
Waiver amortization installment | 2017-02-28 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-02-28 | 19,652 |
Additional cash requirement | 2017-02-28 | 19,652 |
Contributions allocatedtoward minimum required contributions for current year | 2017-02-28 | 19,652 |
Unpaid minimum required contributions for current year | 2017-02-28 | 0 |
Unpaid minimum required contributions for all years | 2017-02-28 | 0 |