401k Plan data: WILLIAM TAO & ASSOCIATES, INC. PENSION PLAN plan

WILLIAM TAO & ASSOCIATES, INC. PENSION PLAN 401k Plan overview

Plan Name	WILLIAM TAO & ASSOCIATES, INC. PENSION PLAN
Plan identification number	005

WILLIAM TAO & ASSOCIATES, INC. PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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

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

Company Name: MAZZETTI, INC.

Employer identification number (EIN): 941722463

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about MAZZETTI, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1970-07-30

Company Identification Number: C0604049

Legal Registered Office Address: 2710 Gateway Oaks Dr Ste 150N

Sacramento
United States of America (USA)
95833

More information about MAZZETTI, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM TAO & ASSOCIATES, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2020-01-01 DARRYL WANDRY 2020-07-06
005 2019-01-01 DARRYL WANDRY 2020-07-06
005 2018-01-01 DARRYL WANDRY 2019-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
005	2020-01-01	DARRYL WANDRY	2020-07-06
005	2019-01-01	DARRYL WANDRY	2020-07-06
005	2018-01-01	DARRYL WANDRY	2019-10-10

Plan Statistics for WILLIAM TAO & ASSOCIATES, INC. PENSION PLAN

401k plan membership statisitcs for WILLIAM TAO & ASSOCIATES, INC. PENSION PLAN

Measure Date Value
2019: WILLIAM TAO & ASSOCIATES, INC. PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 472,284
Acturial value of plan assets 2019-12-31 472,284
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 12
Fundng target for terminated vested participants 2019-12-31 157,684
Active participant vested funding target 2019-12-31 169,133
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 169,133
Total participant count 2019-12-31 17
Total funding target for all participants 2019-12-31 326,817
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 83,580
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 83,580
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
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 83,003
Total employer contributions 2019-12-31 0
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 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 0
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: WILLIAM TAO & ASSOCIATES, INC. PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,155,750
Acturial value of plan assets 2018-12-31 1,155,750
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 592,633
Number of terminated vested participants 2018-12-31 12
Fundng target for terminated vested participants 2018-12-31 145,790
Active participant vested funding target 2018-12-31 178,252
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 178,252
Total participant count 2018-12-31 25
Total funding target for all participants 2018-12-31 916,675
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 69,488
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 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 69,488
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 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 83,580
Total employer contributions 2018-12-31 0
Total employee contributions 2018-12-31 0
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 0
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
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

Measure	Date	Value
2019: WILLIAM TAO & ASSOCIATES, INC. PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	472,284
Acturial value of plan assets	2019-12-31	472,284
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	12
Fundng target for terminated vested participants	2019-12-31	157,684
Active participant vested funding target	2019-12-31	169,133
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	169,133
Total participant count	2019-12-31	17
Total funding target for all participants	2019-12-31	326,817
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	83,580
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	83,580
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
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	83,003
Total employer contributions	2019-12-31	0
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	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	0
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: WILLIAM TAO & ASSOCIATES, INC. PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,155,750
Acturial value of plan assets	2018-12-31	1,155,750
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	592,633
Number of terminated vested participants	2018-12-31	12
Fundng target for terminated vested participants	2018-12-31	145,790
Active participant vested funding target	2018-12-31	178,252
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	178,252
Total participant count	2018-12-31	25
Total funding target for all participants	2018-12-31	916,675
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	69,488
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	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	69,488
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	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	83,580
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
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

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Company Name:	MAZZETTI, INC.
Employer identification number (EIN):	941722463
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1970-07-30
Company Identification Number:	C0604049
Legal Registered Office Address:	2710 Gateway Oaks Dr Ste 150N Sacramento United States of America (USA) 95833