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LINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan NameLINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number 001

LINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST Benefits

401k Plan TypeDefined 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

LINDYS ACE HARDWARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:LINDYS ACE HARDWARE, INC.
Employer identification number (EIN):351176340
NAIC Classification:444130
NAIC Description:Hardware Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-03-01
0012021-03-01
0012020-03-01
0012019-03-01
0012018-03-01
0012017-03-01
0012016-03-01
0012015-03-01PAT FLANIGAN2016-12-13 PAT FLANIGAN2016-12-13
0012014-03-01LINDY T CERGIZAN2015-12-08
0012013-03-01LINDY T CERGIZAN2014-12-05
0012012-03-01LINDY T CERGIZAN2013-12-09
0012011-03-01LINDY T CERGIZAN2012-11-30
0012010-03-01LINDY T CERGIZAN2011-12-08

Plan Statistics for 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
2023: LINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2023 401k membership
Market value of plan assets2023-02-28494,887
Acturial value of plan assets2023-02-28494,887
Funding target for retired participants and beneficiaries receiving payment2023-02-280
Number of terminated vested participants2023-02-283
Fundng target for terminated vested participants2023-02-2817,536
Active participant vested funding target2023-02-28553,974
Number of active participants2023-02-285
Total funding liabilities for active participants2023-02-28553,974
Total participant count2023-02-288
Total funding target for all participants2023-02-28571,510
Balance at beginning of prior year after applicable adjustments2023-02-280
Prefunding balance at beginning of prior year after applicable adjustments2023-02-280
Amount remaining of carryover balance2023-02-280
Amount remaining of prefunding balance2023-02-280
Present value of excess contributions2023-02-28109
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-02-28115
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-02-280
Reductions in caryover balances due to elections or deemed elections2023-02-280
Reductions in prefunding balances due to elections or deemed elections2023-02-280
Balance of carryovers at beginning of current year2023-02-280
Balance of prefunding at beginning of current year2023-02-280
Total employer contributions2023-02-2818,200
Total employee contributions2023-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2023-02-280
Contributions made to avoid restrictions adjusted to valuation date2023-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-02-2816,192
Unpaid minimum required contributions for all prior years2023-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-02-280
Remaining amount of unpaid minimum required contributions2023-02-280
Minimum required contributions for current year target normal cost2023-02-288,400
Net shortfall amortization installment of oustanding balance2023-02-2876,623
Waiver amortization installment2023-02-280
Total funding amount beforereflecting carryover/prefunding balances2023-02-2816,172
Additional cash requirement2023-02-2816,172
Contributions allocatedtoward minimum required contributions for current year2023-02-2816,192
Unpaid minimum required contributions for current year2023-02-280
Unpaid minimum required contributions for all years2023-02-280
2022: LINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2022 401k membership
Market value of plan assets2022-02-28481,058
Acturial value of plan assets2022-02-28481,058
Funding target for retired participants and beneficiaries receiving payment2022-02-2813,925
Number of terminated vested participants2022-02-283
Fundng target for terminated vested participants2022-02-2816,015
Active participant vested funding target2022-02-28509,542
Number of active participants2022-02-285
Total funding liabilities for active participants2022-02-28509,542
Total participant count2022-02-289
Total funding target for all participants2022-02-28539,482
Balance at beginning of prior year after applicable adjustments2022-02-280
Prefunding balance at beginning of prior year after applicable adjustments2022-02-280
Amount remaining of carryover balance2022-02-280
Amount remaining of prefunding balance2022-02-280
Present value of excess contributions2022-02-280
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-02-280
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-02-280
Reductions in caryover balances due to elections or deemed elections2022-02-280
Reductions in prefunding balances due to elections or deemed elections2022-02-280
Balance of carryovers at beginning of current year2022-02-280
Balance of prefunding at beginning of current year2022-02-280
Total employer contributions2022-02-2812,500
Total employee contributions2022-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2022-02-280
Contributions made to avoid restrictions adjusted to valuation date2022-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-02-2810,968
Unpaid minimum required contributions for all prior years2022-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-02-280
Remaining amount of unpaid minimum required contributions2022-02-280
Minimum required contributions for current year target normal cost2022-02-285,014
Net shortfall amortization installment of oustanding balance2022-02-2858,424
Waiver amortization installment2022-02-280
Total funding amount beforereflecting carryover/prefunding balances2022-02-2810,859
Additional cash requirement2022-02-2810,859
Contributions allocatedtoward minimum required contributions for current year2022-02-2810,968
Unpaid minimum required contributions for current year2022-02-280
Unpaid minimum required contributions for all years2022-02-280
2021: LINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets2021-02-28516,798
Acturial value of plan assets2021-02-28516,798
Funding target for retired participants and beneficiaries receiving payment2021-02-2832,816
Number of terminated vested participants2021-02-283
Fundng target for terminated vested participants2021-02-2814,707
Active participant vested funding target2021-02-28563,468
Number of active participants2021-02-286
Total funding liabilities for active participants2021-02-28563,641
Total participant count2021-02-2810
Total funding target for all participants2021-02-28611,164
Balance at beginning of prior year after applicable adjustments2021-02-280
Prefunding balance at beginning of prior year after applicable adjustments2021-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2021-02-280
Prefunding balanced used to offset prior years funding requirement2021-02-280
Amount remaining of carryover balance2021-02-280
Amount remaining of prefunding balance2021-02-280
Present value of excess contributions2021-02-2895
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-02-28100
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-02-280
Reductions in caryover balances due to elections or deemed elections2021-02-280
Reductions in prefunding balances due to elections or deemed elections2021-02-280
Balance of carryovers at beginning of current year2021-02-280
Balance of prefunding at beginning of current year2021-02-280
Total employer contributions2021-02-2823,649
Total employee contributions2021-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2021-02-280
Contributions made to avoid restrictions adjusted to valuation date2021-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-02-2820,877
Unpaid minimum required contributions for all prior years2021-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-02-280
Remaining amount of unpaid minimum required contributions2021-02-280
Minimum required contributions for current year target normal cost2021-02-2812,017
Net shortfall amortization installment of oustanding balance2021-02-2894,366
Waiver amortization installment2021-02-280
Total funding amount beforereflecting carryover/prefunding balances2021-02-2820,877
Additional cash requirement2021-02-2820,877
Contributions allocatedtoward minimum required contributions for current year2021-02-2820,877
Unpaid minimum required contributions for current year2021-02-280
Unpaid minimum required contributions for all years2021-02-280
2020: LINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets2020-02-29475,136
Acturial value of plan assets2020-02-29475,136
Funding target for retired participants and beneficiaries receiving payment2020-02-2918,349
Number of terminated vested participants2020-02-293
Fundng target for terminated vested participants2020-02-2914,234
Active participant vested funding target2020-02-29544,796
Number of active participants2020-02-297
Total funding liabilities for active participants2020-02-29545,019
Total participant count2020-02-2911
Total funding target for all participants2020-02-29577,602
Balance at beginning of prior year after applicable adjustments2020-02-290
Prefunding balance at beginning of prior year after applicable adjustments2020-02-290
Carryover balanced portion elected for use to offset prior years funding requirement2020-02-290
Prefunding balanced used to offset prior years funding requirement2020-02-290
Amount remaining of carryover balance2020-02-290
Amount remaining of prefunding balance2020-02-290
Present value of excess contributions2020-02-2912
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-02-2913
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-02-290
Reductions in caryover balances due to elections or deemed elections2020-02-290
Reductions in prefunding balances due to elections or deemed elections2020-02-290
Balance of carryovers at beginning of current year2020-02-290
Balance of prefunding at beginning of current year2020-02-290
Total employer contributions2020-02-2936,917
Total employee contributions2020-02-290
Contributions allocated toward unpaid minimum require contributions from prior years2020-02-290
Contributions made to avoid restrictions adjusted to valuation date2020-02-290
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-02-2934,712
Unpaid minimum required contributions for all prior years2020-02-290
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-02-290
Remaining amount of unpaid minimum required contributions2020-02-290
Minimum required contributions for current year target normal cost2020-02-2910,000
Net shortfall amortization installment of oustanding balance2020-02-29102,466
Waiver amortization installment2020-02-290
Total funding amount beforereflecting carryover/prefunding balances2020-02-2934,617
Additional cash requirement2020-02-2934,617
Contributions allocatedtoward minimum required contributions for current year2020-02-2934,712
Unpaid minimum required contributions for current year2020-02-290
Unpaid minimum required contributions for all years2020-02-290
2019: LINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets2019-02-28470,150
Acturial value of plan assets2019-02-28470,150
Funding target for retired participants and beneficiaries receiving payment2019-02-2819,115
Number of terminated vested participants2019-02-283
Fundng target for terminated vested participants2019-02-2812,970
Active participant vested funding target2019-02-28502,026
Number of active participants2019-02-287
Total funding liabilities for active participants2019-02-28502,281
Total participant count2019-02-2811
Total funding target for all participants2019-02-28534,366
Balance at beginning of prior year after applicable adjustments2019-02-280
Prefunding balance at beginning of prior year after applicable adjustments2019-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2019-02-280
Prefunding balanced used to offset prior years funding requirement2019-02-280
Amount remaining of carryover balance2019-02-280
Amount remaining of prefunding balance2019-02-280
Present value of excess contributions2019-02-2839
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-02-2841
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-02-280
Reductions in caryover balances due to elections or deemed elections2019-02-280
Reductions in prefunding balances due to elections or deemed elections2019-02-280
Balance of carryovers at beginning of current year2019-02-280
Balance of prefunding at beginning of current year2019-02-280
Total employer contributions2019-02-2814,200
Total employee contributions2019-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2019-02-280
Contributions made to avoid restrictions adjusted to valuation date2019-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-02-2812,445
Unpaid minimum required contributions for all prior years2019-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-02-280
Remaining amount of unpaid minimum required contributions2019-02-280
Minimum required contributions for current year target normal cost2019-02-281,364
Net shortfall amortization installment of oustanding balance2019-02-2864,216
Waiver amortization installment2019-02-280
Total funding amount beforereflecting carryover/prefunding balances2019-02-2812,433
Additional cash requirement2019-02-2812,433
Contributions allocatedtoward minimum required contributions for current year2019-02-2812,445
Unpaid minimum required contributions for current year2019-02-280
Unpaid minimum required contributions for all years2019-02-280
2018: LINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets2018-02-28420,905
Acturial value of plan assets2018-02-28420,905
Funding target for retired participants and beneficiaries receiving payment2018-02-2818,473
Number of terminated vested participants2018-02-282
Fundng target for terminated vested participants2018-02-288,455
Active participant vested funding target2018-02-28446,969
Number of active participants2018-02-288
Total funding liabilities for active participants2018-02-28447,192
Total participant count2018-02-2811
Total funding target for all participants2018-02-28474,120
Balance at beginning of prior year after applicable adjustments2018-02-280
Prefunding balance at beginning of prior year after applicable adjustments2018-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2018-02-280
Prefunding balanced used to offset prior years funding requirement2018-02-280
Amount remaining of carryover balance2018-02-280
Amount remaining of prefunding balance2018-02-280
Present value of excess contributions2018-02-280
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-02-280
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-02-280
Reductions in caryover balances due to elections or deemed elections2018-02-280
Reductions in prefunding balances due to elections or deemed elections2018-02-280
Balance of carryovers at beginning of current year2018-02-280
Balance of prefunding at beginning of current year2018-02-280
Total employer contributions2018-02-2818,043
Total employee contributions2018-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2018-02-280
Contributions made to avoid restrictions adjusted to valuation date2018-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-02-2815,792
Unpaid minimum required contributions for all prior years2018-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-02-280
Remaining amount of unpaid minimum required contributions2018-02-280
Minimum required contributions for current year target normal cost2018-02-281,309
Net shortfall amortization installment of oustanding balance2018-02-2853,215
Waiver amortization installment2018-02-280
Total funding amount beforereflecting carryover/prefunding balances2018-02-2815,753
Additional cash requirement2018-02-2815,753
Contributions allocatedtoward minimum required contributions for current year2018-02-2815,792
Unpaid minimum required contributions for current year2018-02-280
Unpaid minimum required contributions for all years2018-02-280
2017: LINDYS ACE HARDWARE, INC. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets2017-02-28368,500
Acturial value of plan assets2017-02-28368,500
Funding target for retired participants and beneficiaries receiving payment2017-02-2818,995
Number of terminated vested participants2017-02-282
Fundng target for terminated vested participants2017-02-287,579
Active participant vested funding target2017-02-28407,499
Number of active participants2017-02-288
Total funding liabilities for active participants2017-02-28407,699
Total participant count2017-02-2811
Total funding target for all participants2017-02-28434,273
Balance at beginning of prior year after applicable adjustments2017-02-280
Prefunding balance at beginning of prior year after applicable adjustments2017-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2017-02-280
Prefunding balanced used to offset prior years funding requirement2017-02-280
Amount remaining of carryover balance2017-02-280
Amount remaining of prefunding balance2017-02-280
Present value of excess contributions2017-02-28227
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-02-28241
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-02-280
Reductions in caryover balances due to elections or deemed elections2017-02-280
Reductions in prefunding balances due to elections or deemed elections2017-02-280
Balance of carryovers at beginning of current year2017-02-280
Balance of prefunding at beginning of current year2017-02-280
Total employer contributions2017-02-2822,478
Total employee contributions2017-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2017-02-280
Contributions made to avoid restrictions adjusted to valuation date2017-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-02-2819,652
Unpaid minimum required contributions for all prior years2017-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-02-280
Remaining amount of unpaid minimum required contributions2017-02-280
Minimum required contributions for current year target normal cost2017-02-286,151
Net shortfall amortization installment of oustanding balance2017-02-2865,773
Waiver amortization installment2017-02-280
Total funding amount beforereflecting carryover/prefunding balances2017-02-2819,652
Additional cash requirement2017-02-2819,652
Contributions allocatedtoward minimum required contributions for current year2017-02-2819,652
Unpaid minimum required contributions for current year2017-02-280
Unpaid minimum required contributions for all years2017-02-280

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