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STUART B. RATNER P.C. CASH BALANCE PLAN 401k Plan overview

Plan NameSTUART B. RATNER P.C. CASH BALANCE PLAN
Plan identification number 001

STUART B. RATNER P.C. CASH BALANCE PLAN Benefits

401k Plan TypeDefined 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).
  • 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

STUART B. RATNER, P. C. has sponsored the creation of one or more 401k plans.

Company Name:STUART B. RATNER, P. C.
Employer identification number (EIN):061388150
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STUART B. RATNER P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STUART B. RATNER2024-10-09
0012022-01-01STUART B. RATNER2023-09-29
0012021-01-01STUART B. RATNER2022-09-19
0012020-01-01STUART B. RATNER2021-10-05
0012019-01-01STUART B. RATNER2020-10-05
0012018-01-01
0012017-01-01STUART B. RATNER
0012016-01-01STUART B. RATNER
0012015-01-01STUART B. RATNER
0012014-01-01STUART B. RATNER
0012013-01-01STUART B. RATNER
0012012-01-01STUART B. RATNER
0012012-01-01STUART B. RATNER

Financial Data on STUART B. RATNER P.C. CASH BALANCE PLAN

Measure Date Value
2025 : STUART B. RATNER P.C. CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-060
Total liabilities as of the end of the plan year2025-10-060
Total liabilities as of the beginning of the plan year2025-10-060
Total expenses incurred by plan in this plan year2025-10-064060
Net assets as of the end of the plan year2025-10-063618695
Total assets as of the beginning of the plan year2025-10-062352461
Value of plan covered by a fidelity bond2025-10-06200000
Participant contributions to plan in this plan year2025-10-060
Other expenses paid from plan in this plan year2025-10-060
Other contributions to plan in this plan year2025-10-060
Other income to plan in this plan year2025-10-061120294
Plan net income in this plan year2025-10-061266234
Net assets as of the end of the plan year2025-10-063618695
Net assets as of the beginning of the plan year2025-10-062352461
Employer contributions to plan in this plan year2025-10-06150000
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-064060
2024 : STUART B. RATNER P.C. CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-090
Total liabilities as of the end of the plan year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-092174
Net assets as of the end of the plan year2024-10-092352461
Total assets as of the beginning of the plan year2024-10-091511643
Value of plan covered by a fidelity bond2024-10-09200000
Participant contributions to plan in this plan year2024-10-090
Other expenses paid from plan in this plan year2024-10-090
Other contributions to plan in this plan year2024-10-090
Other income to plan in this plan year2024-10-09630082
Plan net income in this plan year2024-10-09840818
Net assets as of the end of the plan year2024-10-092352461
Net assets as of the beginning of the plan year2024-10-091511643
Employer contributions to plan in this plan year2024-10-09212910
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-092174
2018 : STUART B. RATNER P.C. CASH BALANCE PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$85,391
Expenses. Total of all expenses incurred2018-12-31$4,298
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$734,913
Total plan assets at beginning of year2018-12-31$653,820
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-92,109
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$81,093
Net plan assets at end of year (total assets less liabilities)2018-12-31$734,913
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$653,820
Total contributions received or receivable from employer(s)2018-12-31$177,500
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$4,298
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : STUART B. RATNER P.C. CASH BALANCE PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$148,601
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$653,820
Total plan assets at beginning of year2017-12-31$505,219
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$54,891
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$148,601
Net plan assets at end of year (total assets less liabilities)2017-12-31$653,820
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$505,219
Total contributions received or receivable from employer(s)2017-12-31$93,710
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : STUART B. RATNER P.C. CASH BALANCE PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$168,081
Expenses. Total of all expenses incurred2016-12-31$17,162
Benefits paid (including direct rollovers)2016-12-31$17,162
Total plan assets at end of year2016-12-31$505,219
Total plan assets at beginning of year2016-12-31$354,300
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$35,626
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$150,919
Net plan assets at end of year (total assets less liabilities)2016-12-31$505,219
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$354,300
Total contributions received or receivable from employer(s)2016-12-31$132,455
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : STUART B. RATNER P.C. CASH BALANCE PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$93,131
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$354,300
Total plan assets at beginning of year2015-12-31$261,169
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$18
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$93,131
Net plan assets at end of year (total assets less liabilities)2015-12-31$354,300
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$261,169
Total contributions received or receivable from employer(s)2015-12-31$93,113
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : STUART B. RATNER P.C. CASH BALANCE PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$88,309
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$261,169
Total plan assets at beginning of year2014-12-31$172,860
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-1,095
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$88,309
Net plan assets at end of year (total assets less liabilities)2014-12-31$261,169
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$172,860
Total contributions received or receivable from employer(s)2014-12-31$89,404
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : STUART B. RATNER P.C. CASH BALANCE PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$87,810
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$172,860
Total plan assets at beginning of year2013-12-31$85,050
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$3
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$87,810
Net plan assets at end of year (total assets less liabilities)2013-12-31$172,860
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$85,050
Total contributions received or receivable from employer(s)2013-12-31$87,807
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : STUART B. RATNER P.C. CASH BALANCE PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$85,050
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$85,050
Total plan assets at beginning of year2012-12-31$0
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$0
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$85,050
Net plan assets at end of year (total assets less liabilities)2012-12-31$85,050
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$85,050
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for STUART B. RATNER P.C. CASH BALANCE PLAN

2018: STUART B. RATNER P.C. CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STUART B. RATNER P.C. CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STUART B. RATNER P.C. CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STUART B. RATNER P.C. CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STUART B. RATNER P.C. CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STUART B. RATNER P.C. CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STUART B. RATNER P.C. CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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