GOLDBERG & CONNOLLY RETIREMENT PLAN 401k Plan overview

GOLDBERG & CONNOLLY RETIREMENT PLAN Benefits

401k Sponsoring company profile

Company Name:	GOLDBERG & CONNOLLY
Employer identification number (EIN):	112407093
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2017-01-01	HENRY GOLDBERG	2018-05-11
002	2016-01-01	HENRY GOLDBERG	2017-06-02
002	2015-01-01	HENRY GOLDBERG	2016-09-07
002	2014-01-01	HENRY GOLDBERG	2015-07-02
002	2013-01-01	HENRY GOLDBERG	2014-10-07
002	2012-01-01	HENRY GOLDBERG	2013-09-23
002	2011-01-01	HENRY GOLDBERG	2012-10-12
002	2010-01-01	HENRY GOLDBERG	2011-10-07

Plan Statistics for GOLDBERG & CONNOLLY RETIREMENT PLAN

Measure	Date	Value
2017: GOLDBERG & CONNOLLY RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-11-30	2,790,198
Acturial value of plan assets	2017-11-30	2,790,198
Funding target for retired participants and beneficiaries receiving payment	2017-11-30	0
Number of terminated vested participants	2017-11-30	0
Fundng target for terminated vested participants	2017-11-30	0
Active participant vested funding target	2017-11-30	2,684,087
Number of active participants	2017-11-30	9
Total funding liabilities for active participants	2017-11-30	2,684,087
Total participant count	2017-11-30	9
Total funding target for all participants	2017-11-30	2,684,087
Balance at beginning of prior year after applicable adjustments	2017-11-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-11-30	294,311
Carryover balanced portion elected for use to offset prior years funding requirement	2017-11-30	0
Prefunding balanced used to offset prior years funding requirement	2017-11-30	165,228
Amount remaining of carryover balance	2017-11-30	0
Amount remaining of prefunding balance	2017-11-30	129,083
Present value of excess contributions	2017-11-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-11-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-11-30	0
Reductions in caryover balances due to elections or deemed elections	2017-11-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-11-30	0
Balance of carryovers at beginning of current year	2017-11-30	0
Balance of prefunding at beginning of current year	2017-11-30	136,183
Total employer contributions	2017-11-30	0
Total employee contributions	2017-11-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-11-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-11-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-11-30	0
Unpaid minimum required contributions for all prior years	2017-11-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-11-30	0
Remaining amount of unpaid minimum required contributions	2017-11-30	0
Minimum required contributions for current year target normal cost	2017-11-30	0
Net shortfall amortization installment of oustanding balance	2017-11-30	221,526
Waiver amortization installment	2017-11-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-11-30	51,799
Carryover balance elected to use to offset funding requirement	2017-11-30	0
Prefunding balance elected to use to offset funding requirement	2017-11-30	51,799
Additional cash requirement	2017-11-30	0
Contributions allocatedtoward minimum required contributions for current year	2017-11-30	0
Unpaid minimum required contributions for current year	2017-11-30	0
Unpaid minimum required contributions for all years	2017-11-30	0
2016: GOLDBERG & CONNOLLY RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,414,126
Acturial value of plan assets	2016-12-31	2,414,126
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	2,379,883
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	2,379,883
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	2,379,883
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	297,193
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	297,193
Present value of excess contributions	2016-12-31	101,275
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	107,817
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	294,311
Total employer contributions	2016-12-31	150,000
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	151,002
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	264,431
Net shortfall amortization installment of oustanding balance	2016-12-31	260,348
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	316,230
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	165,228
Additional cash requirement	2016-12-31	151,002
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	151,002
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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