401k Plan data: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN plan

UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 401k Plan overview

Plan Name	UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN
Plan identification number	001

UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
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

UNITED EMPLOYEES LAW GROUP, PC has sponsored the creation of one or more 401k plans.

Company Name: UNITED EMPLOYEES LAW GROUP, PC

Employer identification number (EIN): 201303209

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about UNITED EMPLOYEES LAW GROUP, PC

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2004-07-06

Company Identification Number: C2665023

Legal Registered Office Address: 5500 Bolsa Ave., Suite 201

Huntington Beach
United States of America (USA)
92649

More information about UNITED EMPLOYEES LAW GROUP, PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 WALTER L HAINES WALTER L HAINES 2019-05-08
001 2018-01-01
001 2017-01-01 WALTER HAINES WALTER HAINES 2018-09-24
001 2016-01-01 WALTER L. HAINES WALTER L. HAINES 2017-09-29
001 2015-01-01 WALTER L.HAINES WALTER L.HAINES 2016-10-11
001 2014-01-01 WALTER L. HAINES 2015-08-31 WALTER L. HAINES 2015-08-31
001 2013-01-01 WALTER L. HAINES 2014-09-08 WALTER L. HAINES 2014-09-08
001 2012-01-01 WALTER L. HAINES 2013-09-12 WALTER L. HAINES 2013-09-12
001 2011-01-01 WALTER L. HAINES 2012-10-12 WALTER L. HAINES 2012-10-12
001 2010-01-01 WALTER HAINES 2011-10-07 WALTER HAINES 2011-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	WALTER L HAINES		WALTER L HAINES	2019-05-08
001	2018-01-01
001	2017-01-01	WALTER HAINES		WALTER HAINES	2018-09-24
001	2016-01-01	WALTER L. HAINES		WALTER L. HAINES	2017-09-29
001	2015-01-01	WALTER L.HAINES		WALTER L.HAINES	2016-10-11
001	2014-01-01	WALTER L. HAINES	2015-08-31	WALTER L. HAINES	2015-08-31
001	2013-01-01	WALTER L. HAINES	2014-09-08	WALTER L. HAINES	2014-09-08
001	2012-01-01	WALTER L. HAINES	2013-09-12	WALTER L. HAINES	2013-09-12
001	2011-01-01	WALTER L. HAINES	2012-10-12	WALTER L. HAINES	2012-10-12
001	2010-01-01	WALTER HAINES	2011-10-07	WALTER HAINES	2011-10-07

Plan Statistics for UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN

401k plan membership statisitcs for UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN

Measure Date Value
2022: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 669,253
Acturial value of plan assets 2022-12-31 669,253
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 21,013
Active participant vested funding target 2022-12-31 500,633
Number of active participants 2022-12-31 6
Total funding liabilities for active participants 2022-12-31 500,633
Total participant count 2022-12-31 9
Total funding target for all participants 2022-12-31 521,646
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 1,867
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 0
Amount remaining of prefunding balance 2022-12-31 1,867
Present value of excess contributions 2022-12-31 95,369
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 100,567
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 0
Balance of prefunding at beginning of current year 2022-12-31 1,873
Total employer contributions 2022-12-31 72,307
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 66,398
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 69,638
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 66,398
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 571,141
Acturial value of plan assets 2021-12-31 571,141
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 1,606
Active participant vested funding target 2021-12-31 384,310
Number of active participants 2021-12-31 11
Total funding liabilities for active participants 2021-12-31 386,407
Total participant count 2021-12-31 12
Total funding target for all participants 2021-12-31 388,013
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 1,859
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 1,859
Present value of excess contributions 2021-12-31 103,755
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 103,755
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 0
Balance of prefunding at beginning of current year 2021-12-31 1,867
Total employer contributions 2021-12-31 101,330
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 95,369
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 2021-12-31 108,971
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 95,369
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 467,370
Acturial value of plan assets 2020-12-31 467,370
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 1,457
Active participant vested funding target 2020-12-31 313,696
Number of active participants 2020-12-31 9
Total funding liabilities for active participants 2020-12-31 313,696
Total participant count 2020-12-31 10
Total funding target for all participants 2020-12-31 315,153
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 1,842
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 0
Amount remaining of prefunding balance 2020-12-31 1,842
Present value of excess contributions 2020-12-31 58,341
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 58,341
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 0
Balance of prefunding at beginning of current year 2020-12-31 1,859
Total employer contributions 2020-12-31 107,000
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 2020-12-31 103,700
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 60,807
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 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 103,700
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 10
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 412,571
Acturial value of plan assets 2019-12-31 412,571
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 1,474
Active participant vested funding target 2019-12-31 245,806
Number of active participants 2019-12-31 7
Total funding liabilities for active participants 2019-12-31 245,806
Total participant count 2019-12-31 8
Total funding target for all participants 2019-12-31 247,280
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 1,759
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 0
Amount remaining of prefunding balance 2019-12-31 1,759
Present value of excess contributions 2019-12-31 166,248
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 166,248
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 0
Balance of prefunding at beginning of current year 2019-12-31 1,843
Total employer contributions 2019-12-31 55,761
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 58,341
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 42,764
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 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 58,341
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,354,016
Acturial value of plan assets 2018-12-31 2,354,016
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 668
Active participant vested funding target 2018-12-31 2,237,891
Number of active participants 2018-12-31 8
Total funding liabilities for active participants 2018-12-31 2,237,891
Total participant count 2018-12-31 9
Total funding target for all participants 2018-12-31 2,238,559
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 1,759
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 0
Amount remaining of prefunding balance 2018-12-31 1,759
Present value of excess contributions 2018-12-31 47,452
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 47,452
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 0
Balance of prefunding at beginning of current year 2018-12-31 1,759
Total employer contributions 2018-12-31 165,493
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 2018-12-31 166,248
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 16,094
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 166,248
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,060,604
Acturial value of plan assets 2017-12-31 2,060,604
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 2,113,040
Number of active participants 2017-12-31 8
Total funding liabilities for active participants 2017-12-31 2,113,040
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 2,113,040
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 6,824
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 5,137
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 1,687
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 0
Balance of prefunding at beginning of current year 2017-12-31 1,759
Total employer contributions 2017-12-31 300,000
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 2017-12-31 283,932
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 2017-12-31 224,654
Net shortfall amortization installment of oustanding balance 2017-12-31 54,297
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 236,480
Additional cash requirement 2017-12-31 236,480
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 283,932
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,031,460
Acturial value of plan assets 2016-12-31 2,031,460
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 2,089,484
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 2,089,484
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 2,089,484
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 6,785
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 6,785
Present value of excess contributions 2016-12-31 205
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 205
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 6,824
Total employer contributions 2016-12-31 125,000
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 2016-12-31 116,158
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 2016-12-31 109,456
Net shortfall amortization installment of oustanding balance 2016-12-31 65,302
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 121,637
Prefunding balance elected to use to offset funding requirement 2016-12-31 5,479
Additional cash requirement 2016-12-31 116,158
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 116,158
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	669,253
Acturial value of plan assets	2022-12-31	669,253
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	21,013
Active participant vested funding target	2022-12-31	500,633
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	500,633
Total participant count	2022-12-31	9
Total funding target for all participants	2022-12-31	521,646
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	1,867
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	0
Amount remaining of prefunding balance	2022-12-31	1,867
Present value of excess contributions	2022-12-31	95,369
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	100,567
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	0
Balance of prefunding at beginning of current year	2022-12-31	1,873
Total employer contributions	2022-12-31	72,307
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	66,398
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	69,638
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	66,398
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	571,141
Acturial value of plan assets	2021-12-31	571,141
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	1,606
Active participant vested funding target	2021-12-31	384,310
Number of active participants	2021-12-31	11
Total funding liabilities for active participants	2021-12-31	386,407
Total participant count	2021-12-31	12
Total funding target for all participants	2021-12-31	388,013
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	1,859
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	1,859
Present value of excess contributions	2021-12-31	103,755
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	103,755
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	0
Balance of prefunding at beginning of current year	2021-12-31	1,867
Total employer contributions	2021-12-31	101,330
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	95,369
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	108,971
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	95,369
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	467,370
Acturial value of plan assets	2020-12-31	467,370
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	1,457
Active participant vested funding target	2020-12-31	313,696
Number of active participants	2020-12-31	9
Total funding liabilities for active participants	2020-12-31	313,696
Total participant count	2020-12-31	10
Total funding target for all participants	2020-12-31	315,153
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	1,842
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	0
Amount remaining of prefunding balance	2020-12-31	1,842
Present value of excess contributions	2020-12-31	58,341
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	58,341
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	0
Balance of prefunding at beginning of current year	2020-12-31	1,859
Total employer contributions	2020-12-31	107,000
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	103,700
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	60,807
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	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	103,700
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	10
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	412,571
Acturial value of plan assets	2019-12-31	412,571
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	1,474
Active participant vested funding target	2019-12-31	245,806
Number of active participants	2019-12-31	7
Total funding liabilities for active participants	2019-12-31	245,806
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	247,280
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	1,759
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	0
Amount remaining of prefunding balance	2019-12-31	1,759
Present value of excess contributions	2019-12-31	166,248
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	166,248
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	0
Balance of prefunding at beginning of current year	2019-12-31	1,843
Total employer contributions	2019-12-31	55,761
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	58,341
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	42,764
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	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	58,341
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,354,016
Acturial value of plan assets	2018-12-31	2,354,016
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	668
Active participant vested funding target	2018-12-31	2,237,891
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	2,237,891
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	2,238,559
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	1,759
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	0
Amount remaining of prefunding balance	2018-12-31	1,759
Present value of excess contributions	2018-12-31	47,452
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	47,452
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	0
Balance of prefunding at beginning of current year	2018-12-31	1,759
Total employer contributions	2018-12-31	165,493
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	166,248
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	16,094
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	166,248
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,060,604
Acturial value of plan assets	2017-12-31	2,060,604
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	2,113,040
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	2,113,040
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	2,113,040
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	6,824
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	5,137
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	1,687
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	0
Balance of prefunding at beginning of current year	2017-12-31	1,759
Total employer contributions	2017-12-31	300,000
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	283,932
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	224,654
Net shortfall amortization installment of oustanding balance	2017-12-31	54,297
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	236,480
Additional cash requirement	2017-12-31	236,480
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	283,932
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,031,460
Acturial value of plan assets	2016-12-31	2,031,460
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	2,089,484
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	2,089,484
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	2,089,484
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	6,785
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	6,785
Present value of excess contributions	2016-12-31	205
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	205
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	6,824
Total employer contributions	2016-12-31	125,000
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	116,158
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	109,456
Net shortfall amortization installment of oustanding balance	2016-12-31	65,302
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	121,637
Prefunding balance elected to use to offset funding requirement	2016-12-31	5,479
Additional cash requirement	2016-12-31	116,158
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	116,158
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN

Measure	Date	Value
2020 : UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$109,086
Expenses. Total of all expenses incurred	2020-12-31	$5,615
Benefits paid (including direct rollovers)	2020-12-31	$5,613
Total plan assets at end of year	2020-12-31	$574,370
Total plan assets at beginning of year	2020-12-31	$470,899
Value of fidelity bond covering the plan	2020-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$2
Other income received	2020-12-31	$2,086
Net income (gross income less expenses)	2020-12-31	$103,471
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$574,370
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$470,899
Assets. Value of real-estate (other than employer real property)	2020-12-31	$24,457
Total contributions received or receivable from employer(s)	2020-12-31	$107,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$67,147
Expenses. Total of all expenses incurred	2019-12-31	$2,116,522
Benefits paid (including direct rollovers)	2019-12-31	$2,116,512
Total plan assets at end of year	2019-12-31	$470,899
Total plan assets at beginning of year	2019-12-31	$2,520,274
Value of fidelity bond covering the plan	2019-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$10
Other income received	2019-12-31	$11,386
Net income (gross income less expenses)	2019-12-31	$-2,049,375
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$470,899
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,520,274
Assets. Value of real-estate (other than employer real property)	2019-12-31	$81,213
Total contributions received or receivable from employer(s)	2019-12-31	$55,761
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$141,222
Expenses. Total of all expenses incurred	2018-12-31	$105,974
Benefits paid (including direct rollovers)	2018-12-31	$105,974
Total plan assets at end of year	2018-12-31	$2,395,852
Total plan assets at beginning of year	2018-12-31	$2,360,604
Value of fidelity bond covering the plan	2018-12-31	$200,000
Other income received	2018-12-31	$100,191
Net income (gross income less expenses)	2018-12-31	$35,248
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,395,852
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,360,604
Assets. Value of real-estate (other than employer real property)	2018-12-31	$276,868
Total contributions received or receivable from employer(s)	2018-12-31	$41,031
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$299,979
Expenses. Total of all expenses incurred	2017-12-31	$95,836
Benefits paid (including direct rollovers)	2017-12-31	$95,836
Total plan assets at end of year	2017-12-31	$2,360,604
Total plan assets at beginning of year	2017-12-31	$2,156,461
Value of fidelity bond covering the plan	2017-12-31	$200,000
Other income received	2017-12-31	$-21
Net income (gross income less expenses)	2017-12-31	$204,143
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,360,604
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,156,461
Assets. Value of real-estate (other than employer real property)	2017-12-31	$188,142
Total contributions received or receivable from employer(s)	2017-12-31	$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$201,192
Expenses. Total of all expenses incurred	2016-12-31	$86,840
Benefits paid (including direct rollovers)	2016-12-31	$86,840
Total plan assets at end of year	2016-12-31	$2,156,461
Total plan assets at beginning of year	2016-12-31	$2,042,109
Value of fidelity bond covering the plan	2016-12-31	$200,000
Other income received	2016-12-31	$76,192
Net income (gross income less expenses)	2016-12-31	$114,352
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,156,461
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,042,109
Assets. Value of real-estate (other than employer real property)	2016-12-31	$206,207
Total contributions received or receivable from employer(s)	2016-12-31	$125,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$273,516
Expenses. Total of all expenses incurred	2015-12-31	$70,527
Benefits paid (including direct rollovers)	2015-12-31	$70,454
Total plan assets at end of year	2015-12-31	$2,042,109
Total plan assets at beginning of year	2015-12-31	$1,839,120
Value of fidelity bond covering the plan	2015-12-31	$200,000
Other income received	2015-12-31	$9,803
Net income (gross income less expenses)	2015-12-31	$202,989
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,042,109
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,839,120
Assets. Value of real-estate (other than employer real property)	2015-12-31	$147,304
Total contributions received or receivable from employer(s)	2015-12-31	$263,713
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$73
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN

2020: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNITED EMPLOYEES LAW GROUP, PC CASH BALANCE ACCOUNT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	UNITED EMPLOYEES LAW GROUP, PC
Employer identification number (EIN):	201303209
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2004-07-06
Company Identification Number:	C2665023
Legal Registered Office Address:	5500 Bolsa Ave., Suite 201 Huntington Beach United States of America (USA) 92649