GREEN & SAPP, LLP CASH BALANCE PLAN 401k Plan overview

GREEN & SAPP, LLP CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	GREEN & SAPP, LLP
Employer identification number (EIN):	010184089
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	DAVID A. SAPP	2015-10-01
003	2013-01-01	DAVID A. SAPP	2014-10-13
003	2012-01-01	DAVID A. SAPP	2013-10-15
003	2011-01-01	DAVID A. SAPP	2012-09-27

Plan Statistics for GREEN & SAPP, LLP CASH BALANCE PLAN

Measure	Date	Value
2018: GREEN & SAPP, LLP CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-09-07	263,167
Acturial value of plan assets	2018-09-07	263,167
Funding target for retired participants and beneficiaries receiving payment	2018-09-07	122,051
Number of terminated vested participants	2018-09-07	2
Fundng target for terminated vested participants	2018-09-07	8,394
Active participant vested funding target	2018-09-07	136,810
Number of active participants	2018-09-07	1
Total funding liabilities for active participants	2018-09-07	136,810
Total participant count	2018-09-07	4
Total funding target for all participants	2018-09-07	267,255
Balance at beginning of prior year after applicable adjustments	2018-09-07	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-09-07	0
Amount remaining of carryover balance	2018-09-07	0
Amount remaining of prefunding balance	2018-09-07	0
Present value of excess contributions	2018-09-07	4
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-09-07	4
Balance of carryovers at beginning of current year	2018-09-07	0
Balance of prefunding at beginning of current year	2018-09-07	0
Total employer contributions	2018-09-07	1,170
Total employee contributions	2018-09-07	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-09-07	0
Contributions made to avoid restrictions adjusted to valuation date	2018-09-07	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-09-07	1,131
Unpaid minimum required contributions for all prior years	2018-09-07	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-09-07	0
Remaining amount of unpaid minimum required contributions	2018-09-07	0
Minimum required contributions for current year target normal cost	2018-09-07	0
Net shortfall amortization installment of oustanding balance	2018-09-07	4,088
Waiver amortization installment	2018-09-07	0
Total funding amount beforereflecting carryover/prefunding balances	2018-09-07	1,114
Additional cash requirement	2018-09-07	1,114
Contributions allocatedtoward minimum required contributions for current year	2018-09-07	1,131
Unpaid minimum required contributions for current year	2018-09-07	0
Unpaid minimum required contributions for all years	2018-09-07	0
2017: GREEN & SAPP, LLP CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	258,536
Acturial value of plan assets	2017-12-31	258,536
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	7,863
Active participant vested funding target	2017-12-31	258,369
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	258,369
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	266,232
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	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	2,120
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	2,218
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	2,030
Total employee contributions	2017-12-31	0
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	1,838
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	0
Net shortfall amortization installment of oustanding balance	2017-12-31	7,696
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	1,834
Additional cash requirement	2017-12-31	1,834
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	1,838
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: GREEN & SAPP, LLP CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	239,358
Acturial value of plan assets	2016-12-31	239,358
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	7,063
Active participant vested funding target	2016-12-31	246,441
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	246,441
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	253,504
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	0
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	0
Present value of excess contributions	2016-12-31	4,519
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	4,786
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	10,000
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	9,064
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	4,368
Net shortfall amortization installment of oustanding balance	2016-12-31	14,146
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	6,944
Additional cash requirement	2016-12-31	6,944
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	9,064
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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