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LAW OFFICE OF DAVID L. BEA CASH BALANCE PENSION PLAN & TRUST 401k Plan overview

Plan NameLAW OFFICE OF DAVID L. BEA CASH BALANCE PENSION PLAN & TRUST
Plan identification number 002

LAW OFFICE OF DAVID L. BEA CASH BALANCE PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

THE LAW OFFICES OF DAVID L. BEA has sponsored the creation of one or more 401k plans.

Company Name:THE LAW OFFICES OF DAVID L. BEA
Employer identification number (EIN):200792476
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF DAVID L. BEA CASH BALANCE PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01DAVID BEA2018-07-24 DAVID BEA2018-07-24
0022016-01-01DAVID BEA2017-08-18 DAVID BEA2017-08-18
0022015-01-01DAVID BEA2016-10-06 DAVID BEA2016-10-06
0022014-01-01DAVID BEA2015-10-10 DAVID BEA2015-10-10
0022013-01-01DAVID BEA2014-10-09 DAVID BEA2014-10-09
0022012-01-01DAVID BEA2013-09-11 DAVID BEA2013-09-11
0022011-01-01DAVID BEA2012-07-17 DAVID BEA2012-07-17
0022010-01-01DAVID BEA2011-09-20 DAVID BEA2011-09-20

Plan Statistics for LAW OFFICE OF DAVID L. BEA CASH BALANCE PENSION PLAN & TRUST

401k plan membership statisitcs for LAW OFFICE OF DAVID L. BEA CASH BALANCE PENSION PLAN & TRUST

Measure Date Value
2017: LAW OFFICE OF DAVID L. BEA CASH BALANCE PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-311,128,815
Acturial value of plan assets2017-12-311,128,815
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-311,093,099
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-311,093,099
Total participant count2017-12-313
Total funding target for all participants2017-12-311,093,099
Balance at beginning of prior year after applicable adjustments2017-12-317,059
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3141,633
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-317,059
Prefunding balanced used to offset prior years funding requirement2017-12-3124,935
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3116,698
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3118,253
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: LAW OFFICE OF DAVID L. BEA CASH BALANCE PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-311,079,241
Acturial value of plan assets2016-12-311,079,241
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31886,084
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-31886,084
Total participant count2016-12-313
Total funding target for all participants2016-12-31886,084
Balance at beginning of prior year after applicable adjustments2016-12-317,180
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3142,349
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-317,180
Amount remaining of prefunding balance2016-12-3142,349
Present value of excess contributions2016-12-3138,847
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3138,847
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-317,059
Balance of prefunding at beginning of current year2016-12-3141,633
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31175,467
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3133,894
Carryover balance elected to use to offset funding requirement2016-12-317,478
Prefunding balance elected to use to offset funding requirement2016-12-3126,416
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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