401k Plan data: ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN plan

ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN 401k Plan overview

Plan Name	ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN
Plan identification number	002

ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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

ROBERTSON MANUFACTURING, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERTSON MANUFACTURING, INC.

Employer identification number (EIN): 522037927

NAIC Classification: 314000
NAIC Description: Textile Product Mills

Additional information about ROBERTSON MANUFACTURING, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1990-03-07

Company Identification Number: 141447

Legal Registered Office Address: 3020 HICKORY GROVE ROAD

DAVENPORT
United States of America (USA)
52806

More information about ROBERTSON MANUFACTURING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01 KATHERINE REID 2016-10-14
002 2014-01-01 KATHERINE REID 2015-10-15
002 2013-01-01 KATHERINE REID 2014-07-30
002 2012-01-01 KATHERINE REID 2013-07-31
002 2011-01-01 KATHERINE REID 2012-07-25
002 2010-01-01 KATHERINE REID 2011-07-27

Plan Statistics for ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN

401k plan membership statisitcs for ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN

Measure Date Value
2022: ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,882,938
Acturial value of plan assets 2022-12-31 3,882,938
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 19
Fundng target for terminated vested participants 2022-12-31 50,776
Active participant vested funding target 2022-12-31 3,715,560
Number of active participants 2022-12-31 19
Total funding liabilities for active participants 2022-12-31 3,715,560
Total participant count 2022-12-31 38
Total funding target for all participants 2022-12-31 3,766,336
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 730,183
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 730,183
Present value of excess contributions 2022-12-31 168,840
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 168,840
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 168,840
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 515,000
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 463,978
Total employer contributions 2022-12-31 550,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 530,998
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 241,138
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 241,138
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 241,138
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 530,998
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 4,433,041
Acturial value of plan assets 2021-12-31 4,433,041
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 18
Fundng target for terminated vested participants 2021-12-31 41,224
Active participant vested funding target 2021-12-31 3,339,296
Number of active participants 2021-12-31 16
Total funding liabilities for active participants 2021-12-31 3,339,296
Total participant count 2021-12-31 34
Total funding target for all participants 2021-12-31 3,380,520
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 729,514
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 53,043
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 676,471
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 730,183
Total employer contributions 2021-12-31 175,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 168,840
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 220,958
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 168,840
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,833,376
Acturial value of plan assets 2020-12-31 3,833,376
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 19
Fundng target for terminated vested participants 2020-12-31 40,377
Active participant vested funding target 2020-12-31 3,074,642
Number of active participants 2020-12-31 13
Total funding liabilities for active participants 2020-12-31 3,074,642
Total participant count 2020-12-31 32
Total funding target for all participants 2020-12-31 3,115,019
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 561,042
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 561,042
Present value of excess contributions 2020-12-31 86,335
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 86,335
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 86,335
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 729,514
Total employer contributions 2020-12-31 175,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 169,216
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 217,281
Net shortfall amortization installment of oustanding balance 2020-12-31 46,684
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 224,842
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 55,626
Additional cash requirement 2020-12-31 169,216
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 169,216
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 3,314,346
Acturial value of plan assets 2019-12-31 3,314,346
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 18
Fundng target for terminated vested participants 2019-12-31 36,601
Active participant vested funding target 2019-12-31 2,638,831
Number of active participants 2019-12-31 14
Total funding liabilities for active participants 2019-12-31 2,638,831
Total participant count 2019-12-31 32
Total funding target for all participants 2019-12-31 2,675,432
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 785,288
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 189,321
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 595,967
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 542,688
Total employer contributions 2019-12-31 500,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 235,894
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 197,303
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 149,559
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 149,559
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 235,894
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,891,005
Acturial value of plan assets 2018-12-31 2,891,005
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 16
Fundng target for terminated vested participants 2018-12-31 29,774
Active participant vested funding target 2018-12-31 2,329,884
Number of active participants 2018-12-31 16
Total funding liabilities for active participants 2018-12-31 2,329,884
Total participant count 2018-12-31 32
Total funding target for all participants 2018-12-31 2,359,658
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 950,170
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 35,524
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 914,646
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 250,000
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 785,288
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 139,002
Net shortfall amortization installment of oustanding balance 2018-12-31 308,231
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 189,321
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 189,321
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 3,174,696
Acturial value of plan assets 2017-12-31 3,174,696
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 15
Fundng target for terminated vested participants 2017-12-31 9,558
Active participant vested funding target 2017-12-31 2,010,918
Number of active participants 2017-12-31 17
Total funding liabilities for active participants 2017-12-31 2,010,918
Total participant count 2017-12-31 32
Total funding target for all participants 2017-12-31 2,020,476
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 737,851
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 737,851
Present value of excess contributions 2017-12-31 153,070
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 153,070
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 153,070
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 950,170
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 177,527
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 35,524
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 35,524
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,538,783
Acturial value of plan assets 2016-12-31 2,538,783
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 16
Fundng target for terminated vested participants 2016-12-31 8,825
Active participant vested funding target 2016-12-31 1,680,691
Number of active participants 2016-12-31 16
Total funding liabilities for active participants 2016-12-31 1,680,691
Total participant count 2016-12-31 32
Total funding target for all participants 2016-12-31 1,689,516
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 631,449
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 631,449
Present value of excess contributions 2016-12-31 125,030
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 125,030
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 125,030
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 737,851
Total employer contributions 2016-12-31 290,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 273,664
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 181,294
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 120,594
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 120,594
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 273,664
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,882,938
Acturial value of plan assets	2022-12-31	3,882,938
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	19
Fundng target for terminated vested participants	2022-12-31	50,776
Active participant vested funding target	2022-12-31	3,715,560
Number of active participants	2022-12-31	19
Total funding liabilities for active participants	2022-12-31	3,715,560
Total participant count	2022-12-31	38
Total funding target for all participants	2022-12-31	3,766,336
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	730,183
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	730,183
Present value of excess contributions	2022-12-31	168,840
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	168,840
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	168,840
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	515,000
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	463,978
Total employer contributions	2022-12-31	550,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	530,998
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	241,138
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	241,138
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	241,138
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	530,998
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	4,433,041
Acturial value of plan assets	2021-12-31	4,433,041
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	18
Fundng target for terminated vested participants	2021-12-31	41,224
Active participant vested funding target	2021-12-31	3,339,296
Number of active participants	2021-12-31	16
Total funding liabilities for active participants	2021-12-31	3,339,296
Total participant count	2021-12-31	34
Total funding target for all participants	2021-12-31	3,380,520
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	729,514
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	53,043
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	676,471
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	730,183
Total employer contributions	2021-12-31	175,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	168,840
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	220,958
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	168,840
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,833,376
Acturial value of plan assets	2020-12-31	3,833,376
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	19
Fundng target for terminated vested participants	2020-12-31	40,377
Active participant vested funding target	2020-12-31	3,074,642
Number of active participants	2020-12-31	13
Total funding liabilities for active participants	2020-12-31	3,074,642
Total participant count	2020-12-31	32
Total funding target for all participants	2020-12-31	3,115,019
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	561,042
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	561,042
Present value of excess contributions	2020-12-31	86,335
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	86,335
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	86,335
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	729,514
Total employer contributions	2020-12-31	175,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	169,216
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	217,281
Net shortfall amortization installment of oustanding balance	2020-12-31	46,684
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	224,842
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	55,626
Additional cash requirement	2020-12-31	169,216
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	169,216
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,314,346
Acturial value of plan assets	2019-12-31	3,314,346
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	18
Fundng target for terminated vested participants	2019-12-31	36,601
Active participant vested funding target	2019-12-31	2,638,831
Number of active participants	2019-12-31	14
Total funding liabilities for active participants	2019-12-31	2,638,831
Total participant count	2019-12-31	32
Total funding target for all participants	2019-12-31	2,675,432
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	785,288
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	189,321
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	595,967
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	542,688
Total employer contributions	2019-12-31	500,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	235,894
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	197,303
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	149,559
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	149,559
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	235,894
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,891,005
Acturial value of plan assets	2018-12-31	2,891,005
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	16
Fundng target for terminated vested participants	2018-12-31	29,774
Active participant vested funding target	2018-12-31	2,329,884
Number of active participants	2018-12-31	16
Total funding liabilities for active participants	2018-12-31	2,329,884
Total participant count	2018-12-31	32
Total funding target for all participants	2018-12-31	2,359,658
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	950,170
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	35,524
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	914,646
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	250,000
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	785,288
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	139,002
Net shortfall amortization installment of oustanding balance	2018-12-31	308,231
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	189,321
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	189,321
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,174,696
Acturial value of plan assets	2017-12-31	3,174,696
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	15
Fundng target for terminated vested participants	2017-12-31	9,558
Active participant vested funding target	2017-12-31	2,010,918
Number of active participants	2017-12-31	17
Total funding liabilities for active participants	2017-12-31	2,010,918
Total participant count	2017-12-31	32
Total funding target for all participants	2017-12-31	2,020,476
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	737,851
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	737,851
Present value of excess contributions	2017-12-31	153,070
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	153,070
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	153,070
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	950,170
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	177,527
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	35,524
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	35,524
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ROBERTSON MANUFACTURING, INC., CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,538,783
Acturial value of plan assets	2016-12-31	2,538,783
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	16
Fundng target for terminated vested participants	2016-12-31	8,825
Active participant vested funding target	2016-12-31	1,680,691
Number of active participants	2016-12-31	16
Total funding liabilities for active participants	2016-12-31	1,680,691
Total participant count	2016-12-31	32
Total funding target for all participants	2016-12-31	1,689,516
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	631,449
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	631,449
Present value of excess contributions	2016-12-31	125,030
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	125,030
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	125,030
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	737,851
Total employer contributions	2016-12-31	290,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	273,664
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	181,294
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	120,594
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	120,594
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	273,664
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

ROBERTSON MANUFACTURING, INC. 401(K) PLAN [EIN = 870522142]

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	ROBERTSON MANUFACTURING, INC.
Employer identification number (EIN):	522037927
NAIC Classification:	314000
NAIC Description:	Textile Product Mills

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1990-03-07
Company Identification Number:	141447
Legal Registered Office Address:	3020 HICKORY GROVE ROAD DAVENPORT United States of America (USA) 52806

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01	KATHERINE REID	2016-10-14
002	2014-01-01	KATHERINE REID	2015-10-15
002	2013-01-01	KATHERINE REID	2014-07-30
002	2012-01-01	KATHERINE REID	2013-07-31
002	2011-01-01	KATHERINE REID	2012-07-25
002	2010-01-01	KATHERINE REID	2011-07-27