RAMSEY & EHRLICH LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RAMSEY & EHRLICH LLP CASH BALANCE PLAN
Measure | Date | Value |
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2023: RAMSEY & EHRLICH LLP CASH BALANCE PLAN 2023 401k membership |
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Market value of plan assets | 2023-04-06 | 1,808,587 |
Acturial value of plan assets | 2023-04-06 | 1,808,587 |
Funding target for retired participants and beneficiaries receiving payment | 2023-04-06 | 0 |
Number of terminated vested participants | 2023-04-06 | 1 |
Fundng target for terminated vested participants | 2023-04-06 | 782,221 |
Active participant vested funding target | 2023-04-06 | 1,028,598 |
Number of active participants | 2023-04-06 | 4 |
Total funding liabilities for active participants | 2023-04-06 | 1,028,598 |
Total participant count | 2023-04-06 | 5 |
Total funding target for all participants | 2023-04-06 | 1,810,819 |
Balance at beginning of prior year after applicable adjustments | 2023-04-06 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-04-06 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-04-06 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-04-06 | 0 |
Amount remaining of carryover balance | 2023-04-06 | 0 |
Amount remaining of prefunding balance | 2023-04-06 | 0 |
Present value of excess contributions | 2023-04-06 | 120,308 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-04-06 | 126,540 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-04-06 | 1,000 |
Reductions in caryover balances due to elections or deemed elections | 2023-04-06 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-04-06 | 0 |
Balance of carryovers at beginning of current year | 2023-04-06 | 0 |
Balance of prefunding at beginning of current year | 2023-04-06 | 1,000 |
Total employer contributions | 2023-04-06 | 0 |
Total employee contributions | 2023-04-06 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-04-06 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-04-06 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-04-06 | 0 |
Unpaid minimum required contributions for all prior years | 2023-04-06 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-04-06 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-04-06 | 0 |
Minimum required contributions for current year target normal cost | 2023-04-06 | 0 |
Net shortfall amortization installment of oustanding balance | 2023-04-06 | 3,232 |
Waiver amortization installment | 2023-04-06 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-04-06 | 78 |
Carryover balance elected to use to offset funding requirement | 2023-04-06 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-04-06 | 78 |
Additional cash requirement | 2023-04-06 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2023-04-06 | 0 |
Unpaid minimum required contributions for current year | 2023-04-06 | 0 |
Unpaid minimum required contributions for all years | 2023-04-06 | 0 |
2022: RAMSEY & EHRLICH LLP CASH BALANCE PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 1,305,711 |
Acturial value of plan assets | 2022-12-31 | 1,305,711 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 1 |
Fundng target for terminated vested participants | 2022-12-31 | 551,869 |
Active participant vested funding target | 2022-12-31 | 735,599 |
Number of active participants | 2022-12-31 | 4 |
Total funding liabilities for active participants | 2022-12-31 | 735,599 |
Total participant count | 2022-12-31 | 5 |
Total funding target for all participants | 2022-12-31 | 1,287,468 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2022-12-31 | 203,236 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 203,236 |
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 | 0 |
Total employer contributions | 2022-12-31 | 505,108 |
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 | 502,807 |
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 | 400,742 |
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 | 382,499 |
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 | 382,499 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 502,807 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: RAMSEY & EHRLICH LLP CASH BALANCE PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 987,993 |
Acturial value of plan assets | 2021-12-31 | 987,993 |
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 | 819,068 |
Number of active participants | 2021-12-31 | 4 |
Total funding liabilities for active participants | 2021-12-31 | 819,068 |
Total participant count | 2021-12-31 | 4 |
Total funding target for all participants | 2021-12-31 | 819,068 |
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 |
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 | 0 |
Present value of excess contributions | 2021-12-31 | 183,712 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 183,712 |
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 | 0 |
Total employer contributions | 2021-12-31 | 428,500 |
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 | 424,662 |
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 | 390,351 |
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 | 221,426 |
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 | 221,426 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 424,662 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: RAMSEY & EHRLICH LLP CASH BALANCE PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 467,440 |
Acturial value of plan assets | 2020-12-31 | 467,440 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 0 |
Fundng target for terminated vested participants | 2020-12-31 | 0 |
Active participant vested funding target | 2020-12-31 | 0 |
Number of active participants | 2020-12-31 | 4 |
Total funding liabilities for active participants | 2020-12-31 | 389,566 |
Total participant count | 2020-12-31 | 4 |
Total funding target for all participants | 2020-12-31 | 389,566 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2020-12-31 | 61,380 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 61,380 |
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 | 0 |
Total employer contributions | 2020-12-31 | 500,000 |
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 | 484,833 |
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 | 378,995 |
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 | 301,121 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 301,121 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 484,833 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: RAMSEY & EHRLICH LLP CASH BALANCE PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 0 |
Acturial value of plan assets | 2019-12-31 | 0 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 0 |
Fundng target for terminated vested participants | 2019-12-31 | 0 |
Active participant vested funding target | 2019-12-31 | 0 |
Number of active participants | 2019-12-31 | 4 |
Total funding liabilities for active participants | 2019-12-31 | 0 |
Total participant count | 2019-12-31 | 4 |
Total funding target for all participants | 2019-12-31 | 0 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
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 | 0 |
Total employer contributions | 2019-12-31 | 444,554 |
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 | 433,860 |
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 | 372,480 |
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 | 372,480 |
Additional cash requirement | 2019-12-31 | 372,480 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 433,860 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |