401k Plan data: SOLOMON & BERNSTEIN DEFINED BENEFIT PLAN plan

SOLOMON & BERNSTEIN DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	SOLOMON & BERNSTEIN DEFINED BENEFIT PLAN
Plan identification number	002

SOLOMON & BERNSTEIN DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
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

SOLOMON & BERNSTEIN has sponsored the creation of one or more 401k plans.

Company Name: SOLOMON & BERNSTEIN

Employer identification number (EIN): 133803219

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOLOMON & BERNSTEIN DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 GLORIA GOLDENBERG 2017-08-03 GLORIA GOLDENBERG 2017-08-03
002 2016-01-01 GLORIA GOLDENBERG 2017-04-05 GLORIA GOLDENBERG 2017-04-05
002 2015-01-01 GLORIA GOLDENBERG 2016-03-11 GLORIA GOLDENBERG 2016-03-11
002 2014-01-01 GLORIA GOLDENBERG 2015-04-16 GLORIA GOLDENBERG 2015-04-16
002 2013-01-01 GLORIA GOLDENBERG 2014-06-25 GLORIA GOLDENBERG 2014-06-25
002 2012-01-01 GLORIA GOLDENBERG 2013-08-08 GLORIA GOLDENBERG 2013-08-08
002 2011-01-01 GLORIA GOLDENBERG 2012-10-03 GLORIA GOLDENBERG 2012-10-03
002 2010-01-01 GLORIA GOLDENBERG 2011-07-18 GLORIA GOLDENBERG 2011-07-18
002 2009-01-01 GLORIA GOLDENBERG GLORIA GOLDENBERG 2010-10-14
002 2009-01-01 GLORIA GOLDENBERG GLORIA GOLDENBERG 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2017-01-01	GLORIA GOLDENBERG	2017-08-03	GLORIA GOLDENBERG	2017-08-03
002	2016-01-01	GLORIA GOLDENBERG	2017-04-05	GLORIA GOLDENBERG	2017-04-05
002	2015-01-01	GLORIA GOLDENBERG	2016-03-11	GLORIA GOLDENBERG	2016-03-11
002	2014-01-01	GLORIA GOLDENBERG	2015-04-16	GLORIA GOLDENBERG	2015-04-16
002	2013-01-01	GLORIA GOLDENBERG	2014-06-25	GLORIA GOLDENBERG	2014-06-25
002	2012-01-01	GLORIA GOLDENBERG	2013-08-08	GLORIA GOLDENBERG	2013-08-08
002	2011-01-01	GLORIA GOLDENBERG	2012-10-03	GLORIA GOLDENBERG	2012-10-03
002	2010-01-01	GLORIA GOLDENBERG	2011-07-18	GLORIA GOLDENBERG	2011-07-18
002	2009-01-01	GLORIA GOLDENBERG		GLORIA GOLDENBERG	2010-10-14
002	2009-01-01	GLORIA GOLDENBERG		GLORIA GOLDENBERG	2010-10-14

Plan Statistics for SOLOMON & BERNSTEIN DEFINED BENEFIT PLAN

401k plan membership statisitcs for SOLOMON & BERNSTEIN DEFINED BENEFIT PLAN

Measure Date Value
2017: SOLOMON & BERNSTEIN DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-07-31 1,460,962
Acturial value of plan assets 2017-07-31 1,460,962
Funding target for retired participants and beneficiaries receiving payment 2017-07-31 0
Number of terminated vested participants 2017-07-31 0
Fundng target for terminated vested participants 2017-07-31 0
Active participant vested funding target 2017-07-31 1,167,729
Number of active participants 2017-07-31 0
Total funding liabilities for active participants 2017-07-31 1,167,729
Total participant count 2017-07-31 0
Total funding target for all participants 2017-07-31 1,167,729
Balance at beginning of prior year after applicable adjustments 2017-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-07-31 0
Prefunding balanced used to offset prior years funding requirement 2017-07-31 0
Amount remaining of carryover balance 2017-07-31 0
Amount remaining of prefunding balance 2017-07-31 0
Present value of excess contributions 2017-07-31 111,795
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-07-31 118,380
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-07-31 0
Reductions in caryover balances due to elections or deemed elections 2017-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-07-31 0
Balance of carryovers at beginning of current year 2017-07-31 0
Balance of prefunding at beginning of current year 2017-07-31 0
Total employer contributions 2017-07-31 0
Total employee contributions 2017-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-07-31 0
Unpaid minimum required contributions for all prior years 2017-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-07-31 0
Remaining amount of unpaid minimum required contributions 2017-07-31 0
Minimum required contributions for current year target normal cost 2017-07-31 558
Net shortfall amortization installment of oustanding balance 2017-07-31 0
Waiver amortization installment 2017-07-31 0
Waived amount of outstanding balance 2017-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-07-31 0
Carryover balance elected to use to offset funding requirement 2017-07-31 0
Prefunding balance elected to use to offset funding requirement 2017-07-31 0
Additional cash requirement 2017-07-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-07-31 0
Unpaid minimum required contributions for current year 2017-07-31 0
Unpaid minimum required contributions for all years 2017-07-31 0
2016: SOLOMON & BERNSTEIN DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,195,110
Acturial value of plan assets 2016-12-31 1,195,110
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 2016-12-31 961,874
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 961,874
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 961,874
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 75,696
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 80,079
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 0
Total employer contributions 2016-12-31 120,000
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 2016-12-31 111,795
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 99
Net shortfall amortization installment of oustanding balance 2016-12-31 0
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 111,795
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: SOLOMON & BERNSTEIN DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: SOLOMON & BERNSTEIN DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-07-31	1,460,962
Acturial value of plan assets	2017-07-31	1,460,962
Funding target for retired participants and beneficiaries receiving payment	2017-07-31	0
Number of terminated vested participants	2017-07-31	0
Fundng target for terminated vested participants	2017-07-31	0
Active participant vested funding target	2017-07-31	1,167,729
Number of active participants	2017-07-31	0
Total funding liabilities for active participants	2017-07-31	1,167,729
Total participant count	2017-07-31	0
Total funding target for all participants	2017-07-31	1,167,729
Balance at beginning of prior year after applicable adjustments	2017-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-07-31	0
Prefunding balanced used to offset prior years funding requirement	2017-07-31	0
Amount remaining of carryover balance	2017-07-31	0
Amount remaining of prefunding balance	2017-07-31	0
Present value of excess contributions	2017-07-31	111,795
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-07-31	118,380
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-07-31	0
Reductions in caryover balances due to elections or deemed elections	2017-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-07-31	0
Balance of carryovers at beginning of current year	2017-07-31	0
Balance of prefunding at beginning of current year	2017-07-31	0
Total employer contributions	2017-07-31	0
Total employee contributions	2017-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-07-31	0
Unpaid minimum required contributions for all prior years	2017-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-07-31	0
Remaining amount of unpaid minimum required contributions	2017-07-31	0
Minimum required contributions for current year target normal cost	2017-07-31	558
Net shortfall amortization installment of oustanding balance	2017-07-31	0
Waiver amortization installment	2017-07-31	0
Waived amount of outstanding balance	2017-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-07-31	0
Carryover balance elected to use to offset funding requirement	2017-07-31	0
Prefunding balance elected to use to offset funding requirement	2017-07-31	0
Additional cash requirement	2017-07-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-07-31	0
Unpaid minimum required contributions for current year	2017-07-31	0
Unpaid minimum required contributions for all years	2017-07-31	0
2016: SOLOMON & BERNSTEIN DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,195,110
Acturial value of plan assets	2016-12-31	1,195,110
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	961,874
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	961,874
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	961,874
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	75,696
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	80,079
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	0
Total employer contributions	2016-12-31	120,000
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	111,795
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	99
Net shortfall amortization installment of oustanding balance	2016-12-31	0
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	111,795
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: SOLOMON & BERNSTEIN DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Form 5500 Responses for SOLOMON & BERNSTEIN DEFINED BENEFIT PLAN

2009: SOLOMON & BERNSTEIN DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOLOMON & BERNSTEIN
Employer identification number (EIN):	133803219
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers