401k Plan data: THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA plan

THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA 401k Plan overview

Plan Name	THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA
Plan identification number	001

THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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

THE LEONARD BERNSTEIN OFFICE, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE LEONARD BERNSTEIN OFFICE, INC.

Employer identification number (EIN): 133852400

NAIC Classification: 511190

Additional information about THE LEONARD BERNSTEIN OFFICE, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1995-09-15

Company Identification Number: 1956914

Legal Registered Office Address: ELEVEN TIMES SQUARE
ROOM 3028
NEW YORK
United States of America (USA)
10036

More information about THE LEONARD BERNSTEIN OFFICE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MICHAEL SBABO 2023-05-12
001 2022-01-01 MICHAEL SBABO 2023-06-02
001 2021-01-01 MICHAEL SBABO 2022-10-16
001 2020-01-01 MICHAEL SBABO 2021-10-06
001 2019-01-01 MICHAEL SBABO 2020-10-15
001 2018-01-01 MICHAEL SBABO 2019-09-19
001 2017-01-01 MICHAEL SBABO 2018-10-04
001 2016-01-01 MICHAEL SBABO 2017-09-28
001 2015-01-01 ALEXANDER BERNSTEIN 2016-08-23 ALEXANDER BERNSTEIN 2016-08-23
001 2014-01-01 ALEXANDER BERNSTEIN 2015-09-29
001 2013-01-01 ALEXANDER BERNSTEIN 2016-09-21
001 2012-01-01 ALEXANDER BERNSTEIN 2013-09-20
001 2011-01-01 ALEXANDER BERNSTEIN 2012-09-24
001 2010-01-01 ALEXANDER BERNSTEIN 2011-05-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MICHAEL SBABO	2023-05-12
001	2022-01-01	MICHAEL SBABO	2023-06-02
001	2021-01-01	MICHAEL SBABO	2022-10-16
001	2020-01-01	MICHAEL SBABO	2021-10-06
001	2019-01-01	MICHAEL SBABO	2020-10-15
001	2018-01-01	MICHAEL SBABO	2019-09-19
001	2017-01-01	MICHAEL SBABO	2018-10-04
001	2016-01-01	MICHAEL SBABO	2017-09-28
001	2015-01-01	ALEXANDER BERNSTEIN	2016-08-23	ALEXANDER BERNSTEIN	2016-08-23
001	2014-01-01	ALEXANDER BERNSTEIN	2015-09-29
001	2013-01-01	ALEXANDER BERNSTEIN	2016-09-21
001	2012-01-01	ALEXANDER BERNSTEIN	2013-09-20
001	2011-01-01	ALEXANDER BERNSTEIN	2012-09-24
001	2010-01-01	ALEXANDER BERNSTEIN	2011-05-27

Plan Statistics for THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA

401k plan membership statisitcs for THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA

Measure Date Value
2022: THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA 2022 401k membership
Market value of plan assets 2022-12-31 7,939,057
Acturial value of plan assets 2022-12-31 7,939,057
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 127,422
Active participant vested funding target 2022-12-31 5,083,105
Number of active participants 2022-12-31 11
Total funding liabilities for active participants 2022-12-31 5,126,648
Total participant count 2022-12-31 12
Total funding target for all participants 2022-12-31 5,254,070
Balance at beginning of prior year after applicable adjustments 2022-12-31 28,436
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 2,007,124
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 28,436
Amount remaining of prefunding balance 2022-12-31 2,007,124
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 32,056
Balance of prefunding at beginning of current year 2022-12-31 2,262,631
Total employer contributions 2022-12-31 100,000
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 95,710
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 2022-12-31 325,135
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 95,710
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA 2021 401k membership
Market value of plan assets 2021-12-31 7,067,821
Acturial value of plan assets 2021-12-31 7,067,821
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 130,607
Active participant vested funding target 2021-12-31 4,216,799
Number of active participants 2021-12-31 11
Total funding liabilities for active participants 2021-12-31 4,250,801
Total participant count 2021-12-31 13
Total funding target for all participants 2021-12-31 4,381,408
Balance at beginning of prior year after applicable adjustments 2021-12-31 290,081
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 1,766,990
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 265,047
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 25,034
Amount remaining of prefunding balance 2021-12-31 1,766,990
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 28,436
Balance of prefunding at beginning of current year 2021-12-31 2,007,124
Total employer contributions 2021-12-31 0
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 0
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 2021-12-31 333,266
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 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA 2020 401k membership
Market value of plan assets 2020-12-31 6,985,482
Acturial value of plan assets 2020-12-31 6,985,482
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 7
Fundng target for terminated vested participants 2020-12-31 138,974
Active participant vested funding target 2020-12-31 4,675,587
Number of active participants 2020-12-31 11
Total funding liabilities for active participants 2020-12-31 4,712,657
Total participant count 2020-12-31 18
Total funding target for all participants 2020-12-31 4,851,631
Balance at beginning of prior year after applicable adjustments 2020-12-31 239,697
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 1,460,081
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 2020-12-31 239,697
Amount remaining of prefunding balance 2020-12-31 1,460,081
Present value of excess contributions 2020-12-31 194,483
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 205,277
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 2020-12-31 290,081
Balance of prefunding at beginning of current year 2020-12-31 1,766,990
Total employer contributions 2020-12-31 33,333
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 32,590
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 2020-12-31 366,142
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 2020-12-31 289,362
Carryover balance elected to use to offset funding requirement 2020-12-31 256,772
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 32,590
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 32,590
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA 2019 401k membership
Market value of plan assets 2019-12-31 5,792,210
Acturial value of plan assets 2019-12-31 5,792,210
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 7
Fundng target for terminated vested participants 2019-12-31 481,540
Active participant vested funding target 2019-12-31 3,795,986
Number of active participants 2019-12-31 11
Total funding liabilities for active participants 2019-12-31 3,824,786
Total participant count 2019-12-31 18
Total funding target for all participants 2019-12-31 4,306,326
Balance at beginning of prior year after applicable adjustments 2019-12-31 252,579
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 1,538,547
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 0
Amount remaining of carryover balance 2019-12-31 252,579
Amount remaining of prefunding balance 2019-12-31 1,538,547
Present value of excess contributions 2019-12-31 145,941
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 154,333
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 0
Balance of carryovers at beginning of current year 2019-12-31 239,697
Balance of prefunding at beginning of current year 2019-12-31 1,460,081
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 2019-12-31 386,780
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 2019-12-31 192,297
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 192,297
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 2019-12-31 192,297
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 386,780
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA 2018 401k membership
Market value of plan assets 2018-12-31 5,882,659
Acturial value of plan assets 2018-12-31 5,882,659
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 6
Fundng target for terminated vested participants 2018-12-31 136,782
Active participant vested funding target 2018-12-31 3,749,950
Number of active participants 2018-12-31 11
Total funding liabilities for active participants 2018-12-31 3,779,072
Total participant count 2018-12-31 17
Total funding target for all participants 2018-12-31 3,915,854
Balance at beginning of prior year after applicable adjustments 2018-12-31 216,862
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 1,320,981
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 0
Amount remaining of carryover balance 2018-12-31 216,862
Amount remaining of prefunding balance 2018-12-31 1,320,981
Present value of excess contributions 2018-12-31 5,967
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 6,322
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 2018-12-31 252,579
Balance of prefunding at beginning of current year 2018-12-31 1,538,547
Total employer contributions 2018-12-31 200,000
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 2018-12-31 188,895
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 2018-12-31 218,633
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 42,954
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 0
Additional cash requirement 2018-12-31 42,954
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 188,895
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA 2017 401k membership
Market value of plan assets 2017-12-31 4,893,100
Acturial value of plan assets 2017-12-31 4,893,100
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 6
Fundng target for terminated vested participants 2017-12-31 121,326
Active participant vested funding target 2017-12-31 3,288,732
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 3,318,109
Total participant count 2017-12-31 16
Total funding target for all participants 2017-12-31 3,439,435
Balance at beginning of prior year after applicable adjustments 2017-12-31 201,789
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 1,225,627
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 581
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 201,208
Amount remaining of prefunding balance 2017-12-31 1,225,627
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 0
Balance of carryovers at beginning of current year 2017-12-31 216,862
Balance of prefunding at beginning of current year 2017-12-31 1,320,981
Total employer contributions 2017-12-31 200,000
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 2017-12-31 177,059
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 2017-12-31 171,092
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 2017-12-31 171,092
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 0
Additional cash requirement 2017-12-31 171,092
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 177,059
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA 2016 401k membership
Market value of plan assets 2016-12-31 4,360,178
Acturial value of plan assets 2016-12-31 4,360,178
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 5
Fundng target for terminated vested participants 2016-12-31 109,342
Active participant vested funding target 2016-12-31 2,914,779
Number of active participants 2016-12-31 10
Total funding liabilities for active participants 2016-12-31 2,943,157
Total participant count 2016-12-31 15
Total funding target for all participants 2016-12-31 3,052,499
Balance at beginning of prior year after applicable adjustments 2016-12-31 202,660
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 1,188,248
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 2016-12-31 202,660
Amount remaining of prefunding balance 2016-12-31 1,188,248
Present value of excess contributions 2016-12-31 39,951
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 42,488
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 42,488
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 2016-12-31 201,789
Balance of prefunding at beginning of current year 2016-12-31 1,225,627
Total employer contributions 2016-12-31 200,000
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 2016-12-31 183,116
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 2016-12-31 183,697
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 2016-12-31 183,697
Carryover balance elected to use to offset funding requirement 2016-12-31 581
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 183,116
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 183,116
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
2022: THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA 2022 401k membership
Market value of plan assets	2022-12-31	7,939,057
Acturial value of plan assets	2022-12-31	7,939,057
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	127,422
Active participant vested funding target	2022-12-31	5,083,105
Number of active participants	2022-12-31	11
Total funding liabilities for active participants	2022-12-31	5,126,648
Total participant count	2022-12-31	12
Total funding target for all participants	2022-12-31	5,254,070
Balance at beginning of prior year after applicable adjustments	2022-12-31	28,436
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	2,007,124
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	28,436
Amount remaining of prefunding balance	2022-12-31	2,007,124
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	32,056
Balance of prefunding at beginning of current year	2022-12-31	2,262,631
Total employer contributions	2022-12-31	100,000
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	95,710
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	325,135
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	95,710
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA 2021 401k membership
Market value of plan assets	2021-12-31	7,067,821
Acturial value of plan assets	2021-12-31	7,067,821
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	130,607
Active participant vested funding target	2021-12-31	4,216,799
Number of active participants	2021-12-31	11
Total funding liabilities for active participants	2021-12-31	4,250,801
Total participant count	2021-12-31	13
Total funding target for all participants	2021-12-31	4,381,408
Balance at beginning of prior year after applicable adjustments	2021-12-31	290,081
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	1,766,990
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	265,047
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	25,034
Amount remaining of prefunding balance	2021-12-31	1,766,990
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	28,436
Balance of prefunding at beginning of current year	2021-12-31	2,007,124
Total employer contributions	2021-12-31	0
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	0
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	333,266
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	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA 2020 401k membership
Market value of plan assets	2020-12-31	6,985,482
Acturial value of plan assets	2020-12-31	6,985,482
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	7
Fundng target for terminated vested participants	2020-12-31	138,974
Active participant vested funding target	2020-12-31	4,675,587
Number of active participants	2020-12-31	11
Total funding liabilities for active participants	2020-12-31	4,712,657
Total participant count	2020-12-31	18
Total funding target for all participants	2020-12-31	4,851,631
Balance at beginning of prior year after applicable adjustments	2020-12-31	239,697
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	1,460,081
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	239,697
Amount remaining of prefunding balance	2020-12-31	1,460,081
Present value of excess contributions	2020-12-31	194,483
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	205,277
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	290,081
Balance of prefunding at beginning of current year	2020-12-31	1,766,990
Total employer contributions	2020-12-31	33,333
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	32,590
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	366,142
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	289,362
Carryover balance elected to use to offset funding requirement	2020-12-31	256,772
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	32,590
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	32,590
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA 2019 401k membership
Market value of plan assets	2019-12-31	5,792,210
Acturial value of plan assets	2019-12-31	5,792,210
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	7
Fundng target for terminated vested participants	2019-12-31	481,540
Active participant vested funding target	2019-12-31	3,795,986
Number of active participants	2019-12-31	11
Total funding liabilities for active participants	2019-12-31	3,824,786
Total participant count	2019-12-31	18
Total funding target for all participants	2019-12-31	4,306,326
Balance at beginning of prior year after applicable adjustments	2019-12-31	252,579
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	1,538,547
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	0
Amount remaining of carryover balance	2019-12-31	252,579
Amount remaining of prefunding balance	2019-12-31	1,538,547
Present value of excess contributions	2019-12-31	145,941
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	154,333
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	0
Balance of carryovers at beginning of current year	2019-12-31	239,697
Balance of prefunding at beginning of current year	2019-12-31	1,460,081
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	386,780
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	192,297
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	192,297
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	192,297
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	386,780
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA 2018 401k membership
Market value of plan assets	2018-12-31	5,882,659
Acturial value of plan assets	2018-12-31	5,882,659
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	6
Fundng target for terminated vested participants	2018-12-31	136,782
Active participant vested funding target	2018-12-31	3,749,950
Number of active participants	2018-12-31	11
Total funding liabilities for active participants	2018-12-31	3,779,072
Total participant count	2018-12-31	17
Total funding target for all participants	2018-12-31	3,915,854
Balance at beginning of prior year after applicable adjustments	2018-12-31	216,862
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	1,320,981
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	0
Amount remaining of carryover balance	2018-12-31	216,862
Amount remaining of prefunding balance	2018-12-31	1,320,981
Present value of excess contributions	2018-12-31	5,967
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	6,322
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	252,579
Balance of prefunding at beginning of current year	2018-12-31	1,538,547
Total employer contributions	2018-12-31	200,000
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	188,895
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	218,633
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	42,954
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	0
Additional cash requirement	2018-12-31	42,954
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	188,895
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA 2017 401k membership
Market value of plan assets	2017-12-31	4,893,100
Acturial value of plan assets	2017-12-31	4,893,100
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	6
Fundng target for terminated vested participants	2017-12-31	121,326
Active participant vested funding target	2017-12-31	3,288,732
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	3,318,109
Total participant count	2017-12-31	16
Total funding target for all participants	2017-12-31	3,439,435
Balance at beginning of prior year after applicable adjustments	2017-12-31	201,789
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	1,225,627
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	581
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	201,208
Amount remaining of prefunding balance	2017-12-31	1,225,627
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	0
Balance of carryovers at beginning of current year	2017-12-31	216,862
Balance of prefunding at beginning of current year	2017-12-31	1,320,981
Total employer contributions	2017-12-31	200,000
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	177,059
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	171,092
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	171,092
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	0
Additional cash requirement	2017-12-31	171,092
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	177,059
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE LEONARD BERNSTEIN OFFICE, INC. RETIREMENT PLA 2016 401k membership
Market value of plan assets	2016-12-31	4,360,178
Acturial value of plan assets	2016-12-31	4,360,178
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	5
Fundng target for terminated vested participants	2016-12-31	109,342
Active participant vested funding target	2016-12-31	2,914,779
Number of active participants	2016-12-31	10
Total funding liabilities for active participants	2016-12-31	2,943,157
Total participant count	2016-12-31	15
Total funding target for all participants	2016-12-31	3,052,499
Balance at beginning of prior year after applicable adjustments	2016-12-31	202,660
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	1,188,248
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	202,660
Amount remaining of prefunding balance	2016-12-31	1,188,248
Present value of excess contributions	2016-12-31	39,951
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	42,488
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	42,488
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	201,789
Balance of prefunding at beginning of current year	2016-12-31	1,225,627
Total employer contributions	2016-12-31	200,000
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	183,116
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	183,697
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	183,697
Carryover balance elected to use to offset funding requirement	2016-12-31	581
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	183,116
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	183,116
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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Company Name:	THE LEONARD BERNSTEIN OFFICE, INC.
Employer identification number (EIN):	133852400
NAIC Classification:	511190

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1995-09-15
Company Identification Number:	1956914
Legal Registered Office Address:	ELEVEN TIMES SQUARE ROOM 3028 NEW YORK United States of America (USA) 10036