401k Plan data: MARK D. PHILLIPS DEFINED BENEFIT PLAN plan

MARK D. PHILLIPS DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	MARK D. PHILLIPS DEFINED BENEFIT PLAN
Plan identification number	110

MARK D. PHILLIPS DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Plan covering Self-Employed individuals. 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

MARK D PHILLIPS has sponsored the creation of one or more 401k plans.

Company Name: MARK D PHILLIPS

Employer identification number (EIN): 061350381

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK D. PHILLIPS DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
110 2023-01-01 JAY B. CHADWICK 2024-10-01
110 2022-01-01 JAY B. CHADWICK 2023-10-08
110 2021-01-01 JAY B. CHADWICK 2022-10-06
110 2020-01-01 JAY B. CHADWICK 2021-10-14
110 2019-01-01 JAY B. CHADWICK 2020-10-05
110 2018-01-01 MARK D. PHILLIPS 2019-10-08
110 2017-01-01 MARK D. PHILLIPS 2018-10-03
110 2016-01-01 MARK D. PHILLIPS 2017-10-15
110 2015-01-01 MARK D. PHILLIPS 2016-10-09
110 2014-01-01 MARK D. PHILLIPS 2015-10-08
110 2013-01-01 MARK D. PHILLIPS 2014-10-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
110	2023-01-01	JAY B. CHADWICK	2024-10-01
110	2022-01-01	JAY B. CHADWICK	2023-10-08
110	2021-01-01	JAY B. CHADWICK	2022-10-06
110	2020-01-01	JAY B. CHADWICK	2021-10-14
110	2019-01-01	JAY B. CHADWICK	2020-10-05
110	2018-01-01	MARK D. PHILLIPS	2019-10-08
110	2017-01-01	MARK D. PHILLIPS	2018-10-03
110	2016-01-01	MARK D. PHILLIPS	2017-10-15
110	2015-01-01	MARK D. PHILLIPS	2016-10-09
110	2014-01-01	MARK D. PHILLIPS	2015-10-08
110	2013-01-01	MARK D. PHILLIPS	2014-10-08

Plan Statistics for MARK D. PHILLIPS DEFINED BENEFIT PLAN

401k plan membership statisitcs for MARK D. PHILLIPS DEFINED BENEFIT PLAN

Measure Date Value
2025: MARK D. PHILLIPS DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-09-27 2
Total number of particpants at end of year 2025-09-27 2
2024: MARK D. PHILLIPS DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-01 2
Total number of particpants at end of year 2024-10-01 2
2022: MARK D. PHILLIPS DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,606,863
Acturial value of plan assets 2022-12-31 2,606,863
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 1,851,107
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 1,851,107
Total participant count 2022-12-31 2
Total funding target for all participants 2022-12-31 1,851,107
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 270,148
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 2022-12-31 270,148
Present value of excess contributions 2022-12-31 139,319
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 146,424
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 146,424
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 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 444,343
Total employer contributions 2022-12-31 50,000
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 45,712
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 2022-12-31 133,155
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 45,712
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-10-06 2
Total number of particpants at end of year 2022-10-06 2
2021: MARK D. PHILLIPS DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,222,391
Acturial value of plan assets 2021-12-31 2,222,391
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 1,699,774
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 1,699,774
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 1,699,774
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 190,580
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 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 190,580
Present value of excess contributions 2021-12-31 45,930
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 48,351
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 48,351
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 2021-12-31 270,148
Total employer contributions 2021-12-31 150,000
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 2021-12-31 139,319
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 2021-12-31 133,266
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 2021-12-31 139,319
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: MARK D. PHILLIPS DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,850,192
Acturial value of plan assets 2020-12-31 1,850,192
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,490,450
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 1,490,450
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 1,490,450
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 29,000
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 29,000
Present value of excess contributions 2020-12-31 145,711
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 153,579
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 153,579
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 2020-12-31 190,580
Total employer contributions 2020-12-31 50,000
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 45,930
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 2020-12-31 126,906
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
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 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 45,930
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: MARK D. PHILLIPS DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,112,720
Acturial value of plan assets 2019-12-31 1,112,720
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,203,560
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 1,203,560
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 1,203,560
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 195,018
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 2019-12-31 126,841
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 68,177
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 35,720
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 29,000
Total employer contributions 2019-12-31 400,000
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 2019-12-31 365,914
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 2019-12-31 200,730
Net shortfall amortization installment of oustanding balance 2019-12-31 119,840
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 220,203
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 2019-12-31 220,203
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 365,914
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: MARK D. PHILLIPS DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,147,352
Acturial value of plan assets 2018-12-31 1,147,352
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 918,476
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 918,476
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 918,476
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 326,272
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 2018-12-31 155,563
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 170,709
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 2018-12-31 195,018
Total employer contributions 2018-12-31 25,000
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 22,804
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 2018-12-31 183,503
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 149,645
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 126,841
Additional cash requirement 2018-12-31 22,804
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 22,804
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: MARK D. PHILLIPS DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 986,073
Acturial value of plan assets 2017-12-31 986,073
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 658,209
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 659,778
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 659,778
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 164,000
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 2017-12-31 164,000
Present value of excess contributions 2017-12-31 197,954
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 209,712
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 209,712
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 46,800
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 326,272
Total employer contributions 2017-12-31 10,000
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 9,303
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 2017-12-31 164,889
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 2017-12-31 164,866
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 155,563
Additional cash requirement 2017-12-31 9,303
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 9,303
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: MARK D. PHILLIPS DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 612,322
Acturial value of plan assets 2016-12-31 612,322
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 446,173
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 448,310
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 448,310
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 129,280
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 2016-12-31 129,280
Present value of excess contributions 2016-12-31 65,822
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 69,863
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 69,863
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 30,864
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 164,000
Total employer contributions 2016-12-31 383,000
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 2016-12-31 347,128
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 2016-12-31 149,186
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 149,174
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 2016-12-31 149,174
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 347,128
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
2025: MARK D. PHILLIPS DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-27	2
Total number of particpants at end of year	2025-09-27	2
2024: MARK D. PHILLIPS DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-01	2
Total number of particpants at end of year	2024-10-01	2
2022: MARK D. PHILLIPS DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,606,863
Acturial value of plan assets	2022-12-31	2,606,863
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	1,851,107
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	1,851,107
Total participant count	2022-12-31	2
Total funding target for all participants	2022-12-31	1,851,107
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	270,148
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	270,148
Present value of excess contributions	2022-12-31	139,319
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	146,424
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	146,424
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	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	444,343
Total employer contributions	2022-12-31	50,000
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	45,712
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	133,155
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	45,712
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-10-06	2
Total number of particpants at end of year	2022-10-06	2
2021: MARK D. PHILLIPS DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,222,391
Acturial value of plan assets	2021-12-31	2,222,391
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	1,699,774
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	1,699,774
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	1,699,774
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	190,580
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	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	190,580
Present value of excess contributions	2021-12-31	45,930
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	48,351
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	48,351
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	270,148
Total employer contributions	2021-12-31	150,000
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	139,319
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	133,266
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	139,319
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: MARK D. PHILLIPS DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,850,192
Acturial value of plan assets	2020-12-31	1,850,192
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,490,450
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	1,490,450
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	1,490,450
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	29,000
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	29,000
Present value of excess contributions	2020-12-31	145,711
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	153,579
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	153,579
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	190,580
Total employer contributions	2020-12-31	50,000
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	45,930
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	126,906
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
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	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	45,930
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: MARK D. PHILLIPS DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,112,720
Acturial value of plan assets	2019-12-31	1,112,720
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,203,560
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	1,203,560
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	1,203,560
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	195,018
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	126,841
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	68,177
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	35,720
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	29,000
Total employer contributions	2019-12-31	400,000
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	365,914
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	200,730
Net shortfall amortization installment of oustanding balance	2019-12-31	119,840
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	220,203
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	220,203
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	365,914
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: MARK D. PHILLIPS DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,147,352
Acturial value of plan assets	2018-12-31	1,147,352
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	918,476
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	918,476
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	918,476
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	326,272
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	155,563
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	170,709
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	195,018
Total employer contributions	2018-12-31	25,000
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	22,804
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	183,503
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	149,645
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	126,841
Additional cash requirement	2018-12-31	22,804
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	22,804
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MARK D. PHILLIPS DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	986,073
Acturial value of plan assets	2017-12-31	986,073
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	658,209
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	659,778
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	659,778
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	164,000
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	164,000
Present value of excess contributions	2017-12-31	197,954
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	209,712
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	209,712
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	46,800
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	326,272
Total employer contributions	2017-12-31	10,000
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	9,303
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	164,889
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	164,866
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	155,563
Additional cash requirement	2017-12-31	9,303
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	9,303
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MARK D. PHILLIPS DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	612,322
Acturial value of plan assets	2016-12-31	612,322
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	446,173
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	448,310
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	448,310
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	129,280
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	129,280
Present value of excess contributions	2016-12-31	65,822
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	69,863
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	69,863
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	30,864
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	164,000
Total employer contributions	2016-12-31	383,000
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	347,128
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	149,186
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	149,174
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	149,174
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	347,128
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on MARK D. PHILLIPS DEFINED BENEFIT PLAN

Measure	Date	Value
2025 : MARK D. PHILLIPS DEFINED BENEFIT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-09-27	0
Total liabilities as of the end of the plan year	2025-09-27	0
Total liabilities as of the beginning of the plan year	2025-09-27	0
Total expenses incurred by plan in this plan year	2025-09-27	0
Net assets as of the end of the plan year	2025-09-27	3486269
Total assets as of the beginning of the plan year	2025-09-27	2675211
Value of plan covered by a fidelity bond	2025-09-27	400000
Participant contributions to plan in this plan year	2025-09-27	0
Other expenses paid from plan in this plan year	2025-09-27	0
Other contributions to plan in this plan year	2025-09-27	0
Other income to plan in this plan year	2025-09-27	811058
Plan net income in this plan year	2025-09-27	811058
Net assets as of the end of the plan year	2025-09-27	3486269
Net assets as of the beginning of the plan year	2025-09-27	2675211
Employer contributions to plan in this plan year	2025-09-27	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-27	0
2024 : MARK D. PHILLIPS DEFINED BENEFIT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-10-01	0
Total liabilities as of the beginning of the plan year	2024-10-01	0
Net assets as of the end of the plan year	2024-10-01	2675211
Total assets as of the beginning of the plan year	2024-10-01	2114697
Value of plan covered by a fidelity bond	2024-10-01	250000
Other income to plan in this plan year	2024-10-01	460514
Plan net income in this plan year	2024-10-01	560514
Net assets as of the end of the plan year	2024-10-01	2675211
Net assets as of the beginning of the plan year	2024-10-01	2114697
Employer contributions to plan in this plan year	2024-10-01	100000
2022 : MARK D. PHILLIPS DEFINED BENEFIT PLAN 2022 401k financial data
Total liabilities as of the end of the plan year	2022-10-06	0
Total liabilities as of the beginning of the plan year	2022-10-06	0
Net assets as of the end of the plan year	2022-10-06	2610439
Total assets as of the beginning of the plan year	2022-10-06	2224041
Value of plan covered by a fidelity bond	2022-10-06	261044
Other income to plan in this plan year	2022-10-06	236398
Plan net income in this plan year	2022-10-06	386398
Net assets as of the end of the plan year	2022-10-06	2610439
Net assets as of the beginning of the plan year	2022-10-06	2224041
Employer contributions to plan in this plan year	2022-10-06	150000

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Company Name:	MARK D PHILLIPS
Employer identification number (EIN):	061350381
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers