401k Plan data: MARCUS & POLLACK, LLP DEFINED BENEFIT PENSION PLAN plan

MARCUS & POLLACK, LLP DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	MARCUS & POLLACK, LLP DEFINED BENEFIT PENSION PLAN
Plan identification number	002

MARCUS & POLLACK, LLP DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

MARCUS & POLLACK, LLP has sponsored the creation of one or more 401k plans.

Company Name: MARCUS & POLLACK, LLP

Employer identification number (EIN): 202249613

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about MARCUS & POLLACK, LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2005-01-28

Company Identification Number: 3157221

Legal Registered Office Address: 633 THIRD AVENUE, 9TH FLOOR

NEW YORK
United States of America (USA)
10017

More information about MARCUS & POLLACK, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARCUS & POLLACK, LLP DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 ROBERT POLLACK 2015-09-27
002 2013-01-01 ROBERT POLLACK 2014-09-10
002 2012-01-01 ROBERT POLLACK 2013-09-08
002 2011-01-01 JOEL MARCUS 2012-09-13
002 2010-01-01 ROBERT POLLACK 2011-09-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	ROBERT POLLACK	2015-09-27
002	2013-01-01	ROBERT POLLACK	2014-09-10
002	2012-01-01	ROBERT POLLACK	2013-09-08
002	2011-01-01	JOEL MARCUS	2012-09-13
002	2010-01-01	ROBERT POLLACK	2011-09-26

Plan Statistics for MARCUS & POLLACK, LLP DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for MARCUS & POLLACK, LLP DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: MARCUS & POLLACK, LLP DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 5,479,094
Acturial value of plan assets 2018-12-31 5,479,094
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 3,740,857
Number of active participants 2018-12-31 10
Total funding liabilities for active participants 2018-12-31 3,747,595
Total participant count 2018-12-31 10
Total funding target for all participants 2018-12-31 3,747,595
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 495,698
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 2018-12-31 495,698
Present value of excess contributions 2018-12-31 187,716
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 187,716
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 2018-12-31 577,984
Total employer contributions 2018-12-31 193,800
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 2018-12-31 193,044
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 2018-12-31 181,584
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 2018-12-31 193,044
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: MARCUS & POLLACK, LLP DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 5,640,517
Acturial value of plan assets 2017-12-31 5,640,517
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 5
Fundng target for terminated vested participants 2017-12-31 108,322
Active participant vested funding target 2017-12-31 3,446,279
Number of active participants 2017-12-31 11
Total funding liabilities for active participants 2017-12-31 3,451,065
Total participant count 2017-12-31 16
Total funding target for all participants 2017-12-31 3,559,387
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 488,084
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 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 488,084
Present value of excess contributions 2017-12-31 295,303
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 295,303
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 2017-12-31 495,698
Total employer contributions 2017-12-31 193,000
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 2017-12-31 187,716
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 2017-12-31 158,061
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 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 187,716
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: MARCUS & POLLACK, LLP DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 4,538,213
Acturial value of plan assets 2016-12-31 4,538,213
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 98,156
Active participant vested funding target 2016-12-31 3,396,567
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 3,400,572
Total participant count 2016-12-31 13
Total funding target for all participants 2016-12-31 3,498,728
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 497,486
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 2016-12-31 497,486
Present value of excess contributions 2016-12-31 287,776
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 287,776
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 2016-12-31 488,084
Total employer contributions 2016-12-31 303,000
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 2016-12-31 295,303
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 15,730
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 295,303
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
2018: MARCUS & POLLACK, LLP DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	5,479,094
Acturial value of plan assets	2018-12-31	5,479,094
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	3,740,857
Number of active participants	2018-12-31	10
Total funding liabilities for active participants	2018-12-31	3,747,595
Total participant count	2018-12-31	10
Total funding target for all participants	2018-12-31	3,747,595
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	495,698
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	495,698
Present value of excess contributions	2018-12-31	187,716
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	187,716
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	577,984
Total employer contributions	2018-12-31	193,800
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	193,044
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	181,584
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	193,044
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MARCUS & POLLACK, LLP DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	5,640,517
Acturial value of plan assets	2017-12-31	5,640,517
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	5
Fundng target for terminated vested participants	2017-12-31	108,322
Active participant vested funding target	2017-12-31	3,446,279
Number of active participants	2017-12-31	11
Total funding liabilities for active participants	2017-12-31	3,451,065
Total participant count	2017-12-31	16
Total funding target for all participants	2017-12-31	3,559,387
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	488,084
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	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	488,084
Present value of excess contributions	2017-12-31	295,303
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	295,303
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	495,698
Total employer contributions	2017-12-31	193,000
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	187,716
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	158,061
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	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	187,716
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MARCUS & POLLACK, LLP DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	4,538,213
Acturial value of plan assets	2016-12-31	4,538,213
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	98,156
Active participant vested funding target	2016-12-31	3,396,567
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	3,400,572
Total participant count	2016-12-31	13
Total funding target for all participants	2016-12-31	3,498,728
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	497,486
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	497,486
Present value of excess contributions	2016-12-31	287,776
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	287,776
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	488,084
Total employer contributions	2016-12-31	303,000
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	295,303
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	15,730
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	295,303
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:	MARCUS & POLLACK, LLP
Employer identification number (EIN):	202249613
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2005-01-28
Company Identification Number:	3157221
Legal Registered Office Address:	633 THIRD AVENUE, 9TH FLOOR NEW YORK United States of America (USA) 10017