401k Plan data: LAW OFFICES OF JONATHAN C JUHAN RETIREMENT PLAN & TRUST plan

LAW OFFICES OF JONATHAN C JUHAN RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	LAW OFFICES OF JONATHAN C JUHAN RETIREMENT PLAN & TRUST
Plan identification number	002

LAW OFFICES OF JONATHAN C JUHAN RETIREMENT PLAN & TRUST 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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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.
Life insurance

401k Sponsoring company profile

JONATHAN C. JUHAN, P.C. has sponsored the creation of one or more 401k plans.

Company Name: JONATHAN C. JUHAN, P.C.

Employer identification number (EIN): 202073819

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF JONATHAN C JUHAN RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2014-12-28
002 2013-12-28 JONATHAN JUHAN 2015-07-15
002 2012-12-28 JONATHAN JUHAN 2014-10-14
002 2011-12-28 JONATHAN JUHAN 2013-07-29 JONATHAN JUHAN 2013-07-29
002 2010-12-28 JONATHAN JUHAN 2013-07-29 JONATHAN JUHAN 2013-07-29
002 2008-12-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2014-12-28
002	2013-12-28	JONATHAN JUHAN	2015-07-15
002	2012-12-28	JONATHAN JUHAN	2014-10-14
002	2011-12-28	JONATHAN JUHAN	2013-07-29	JONATHAN JUHAN	2013-07-29
002	2010-12-28	JONATHAN JUHAN	2013-07-29	JONATHAN JUHAN	2013-07-29
002	2008-12-28

Plan Statistics for LAW OFFICES OF JONATHAN C JUHAN RETIREMENT PLAN & TRUST

401k plan membership statisitcs for LAW OFFICES OF JONATHAN C JUHAN RETIREMENT PLAN & TRUST

Measure Date Value
2022: LAW OFFICES OF JONATHAN C JUHAN RETIREMENT PLAN & TRUST 2022 401k membership
Market value of plan assets 2022-12-31 491,868
Acturial value of plan assets 2022-12-31 491,868
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 0
Number of active participants 2022-12-31 7
Total funding liabilities for active participants 2022-12-31 336,193
Total participant count 2022-12-31 7
Total funding target for all participants 2022-12-31 336,193
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 20,850
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 20,850
Present value of excess contributions 2022-12-31 132,734
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 139,915
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 139,915
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 2022-12-31 161,086
Total employer contributions 2022-12-31 242,000
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 2022-12-31 216,685
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 2022-12-31 159,646
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 2022-12-31 159,646
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 2022-12-31 159,646
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 216,685
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: LAW OFFICES OF JONATHAN C JUHAN RETIREMENT PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-12-31 180,903
Acturial value of plan assets 2021-12-31 180,903
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 0
Number of active participants 2021-12-31 7
Total funding liabilities for active participants 2021-12-31 161,622
Total participant count 2021-12-31 7
Total funding target for all participants 2021-12-31 161,622
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 0
Carryover balanced portion elected for use 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 0
Present value of excess contributions 2021-12-31 19,754
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 20,850
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 20,850
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 20,850
Total employer contributions 2021-12-31 312,124
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 2021-12-31 288,139
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 2021-12-31 155,405
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 2021-12-31 155,405
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 2021-12-31 155,405
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 288,139
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0

Measure	Date	Value
2022: LAW OFFICES OF JONATHAN C JUHAN RETIREMENT PLAN & TRUST 2022 401k membership
Market value of plan assets	2022-12-31	491,868
Acturial value of plan assets	2022-12-31	491,868
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	0
Number of active participants	2022-12-31	7
Total funding liabilities for active participants	2022-12-31	336,193
Total participant count	2022-12-31	7
Total funding target for all participants	2022-12-31	336,193
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	20,850
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	20,850
Present value of excess contributions	2022-12-31	132,734
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	139,915
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	139,915
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	161,086
Total employer contributions	2022-12-31	242,000
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	216,685
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	159,646
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	159,646
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	159,646
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	216,685
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: LAW OFFICES OF JONATHAN C JUHAN RETIREMENT PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-12-31	180,903
Acturial value of plan assets	2021-12-31	180,903
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	0
Number of active participants	2021-12-31	7
Total funding liabilities for active participants	2021-12-31	161,622
Total participant count	2021-12-31	7
Total funding target for all participants	2021-12-31	161,622
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	0
Carryover balanced portion elected for use 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	0
Present value of excess contributions	2021-12-31	19,754
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	20,850
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	20,850
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	20,850
Total employer contributions	2021-12-31	312,124
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	288,139
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	155,405
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	155,405
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	155,405
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	288,139
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0

Form 5500 Responses for LAW OFFICES OF JONATHAN C JUHAN RETIREMENT PLAN & TRUST

2008: LAW OFFICES OF JONATHAN C JUHAN RETIREMENT PLAN & TRUST 2008 form 5500 responses
2008-12-28	Type of plan entity	Single employer plan
2008-12-28	First time form 5500 has been submitted	Yes
2008-12-28	Submission has been amended	No
2008-12-28	This submission is the final filing	No
2008-12-28	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-28	Plan is a collectively bargained plan	No

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Company Name:	JONATHAN C. JUHAN, P.C.
Employer identification number (EIN):	202073819
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers