401k Plan data: BARRY A. ROSS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN plan

BARRY A. ROSS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	BARRY A. ROSS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN
Plan identification number	003

BARRY A. ROSS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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.

401k Sponsoring company profile

BARRY A. ROSS, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: BARRY A. ROSS, A PROFESSIONAL CORPORATION

Employer identification number (EIN): 205752812

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARRY A. ROSS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01
003 2017-01-01

Plan Statistics for BARRY A. ROSS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN

401k plan membership statisitcs for BARRY A. ROSS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN

Measure Date Value
2018: BARRY A. ROSS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-04 2,483,049
Acturial value of plan assets 2018-12-04 2,483,049
Funding target for retired participants and beneficiaries receiving payment 2018-12-04 0
Number of terminated vested participants 2018-12-04 0
Fundng target for terminated vested participants 2018-12-04 0
Active participant vested funding target 2018-12-04 2,346,696
Number of active participants 2018-12-04 3
Total funding liabilities for active participants 2018-12-04 2,346,696
Total participant count 2018-12-04 3
Total funding target for all participants 2018-12-04 2,346,696
Balance at beginning of prior year after applicable adjustments 2018-12-04 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-04 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-04 0
Prefunding balanced used to offset prior years funding requirement 2018-12-04 0
Amount remaining of carryover balance 2018-12-04 0
Amount remaining of prefunding balance 2018-12-04 0
Present value of excess contributions 2018-12-04 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-04 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-04 0
Reductions in caryover balances due to elections or deemed elections 2018-12-04 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-04 0
Balance of carryovers at beginning of current year 2018-12-04 0
Balance of prefunding at beginning of current year 2018-12-04 0
Total employer contributions 2018-12-04 0
Total employee contributions 2018-12-04 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-04 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-04 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-04 0
Unpaid minimum required contributions for all prior years 2018-12-04 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-04 0
Remaining amount of unpaid minimum required contributions 2018-12-04 0
Minimum required contributions for current year target normal cost 2018-12-04 12,996
Net shortfall amortization installment of oustanding balance 2018-12-04 0
Waiver amortization installment 2018-12-04 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-04 0
Carryover balance elected to use to offset funding requirement 2018-12-04 0
Prefunding balance elected to use to offset funding requirement 2018-12-04 0
Additional cash requirement 2018-12-04 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-04 0
Unpaid minimum required contributions for current year 2018-12-04 0
Unpaid minimum required contributions for all years 2018-12-04 0
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
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 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BARRY A. ROSS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,483,049
Acturial value of plan assets 2017-12-31 2,483,049
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 2,234,949
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 2,234,949
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 2,234,949
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 1,864
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 1,864
Present value of excess contributions 2017-12-31 82,158
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 82,158
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 2,000
Total employer contributions 2017-12-31 0
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 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 27,617
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
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
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 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2018: BARRY A. ROSS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-04	2,483,049
Acturial value of plan assets	2018-12-04	2,483,049
Funding target for retired participants and beneficiaries receiving payment	2018-12-04	0
Number of terminated vested participants	2018-12-04	0
Fundng target for terminated vested participants	2018-12-04	0
Active participant vested funding target	2018-12-04	2,346,696
Number of active participants	2018-12-04	3
Total funding liabilities for active participants	2018-12-04	2,346,696
Total participant count	2018-12-04	3
Total funding target for all participants	2018-12-04	2,346,696
Balance at beginning of prior year after applicable adjustments	2018-12-04	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-04	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-04	0
Prefunding balanced used to offset prior years funding requirement	2018-12-04	0
Amount remaining of carryover balance	2018-12-04	0
Amount remaining of prefunding balance	2018-12-04	0
Present value of excess contributions	2018-12-04	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-04	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-04	0
Reductions in caryover balances due to elections or deemed elections	2018-12-04	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-04	0
Balance of carryovers at beginning of current year	2018-12-04	0
Balance of prefunding at beginning of current year	2018-12-04	0
Total employer contributions	2018-12-04	0
Total employee contributions	2018-12-04	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-04	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-04	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-04	0
Unpaid minimum required contributions for all prior years	2018-12-04	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-04	0
Remaining amount of unpaid minimum required contributions	2018-12-04	0
Minimum required contributions for current year target normal cost	2018-12-04	12,996
Net shortfall amortization installment of oustanding balance	2018-12-04	0
Waiver amortization installment	2018-12-04	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-04	0
Carryover balance elected to use to offset funding requirement	2018-12-04	0
Prefunding balance elected to use to offset funding requirement	2018-12-04	0
Additional cash requirement	2018-12-04	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-04	0
Unpaid minimum required contributions for current year	2018-12-04	0
Unpaid minimum required contributions for all years	2018-12-04	0
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
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	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BARRY A. ROSS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,483,049
Acturial value of plan assets	2017-12-31	2,483,049
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	2,234,949
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	2,234,949
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	2,234,949
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	1,864
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	1,864
Present value of excess contributions	2017-12-31	82,158
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	82,158
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	2,000
Total employer contributions	2017-12-31	0
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	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	27,617
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
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
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	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on BARRY A. ROSS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN

Measure	Date	Value
2018 : BARRY A. ROSS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-04	$0
Total plan liabilities at end of year	2018-12-04	$0
Total plan liabilities at beginning of year	2018-12-04	$0
Total income from all sources	2018-12-04	$-96,568
Expenses. Total of all expenses incurred	2018-12-04	$2,386,481
Benefits paid (including direct rollovers)	2018-12-04	$2,373,497
Total plan assets at end of year	2018-12-04	$0
Total plan assets at beginning of year	2018-12-04	$2,483,049
Value of fidelity bond covering the plan	2018-12-04	$310,000
Total contributions received or receivable from participants	2018-12-04	$0
Expenses. Other expenses not covered elsewhere	2018-12-04	$0
Contributions received from other sources (not participants or employers)	2018-12-04	$0
Other income received	2018-12-04	$-96,568
Noncash contributions received	2018-12-04	$0
Net income (gross income less expenses)	2018-12-04	$-2,483,049
Net plan assets at end of year (total assets less liabilities)	2018-12-04	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-12-04	$2,483,049
Total contributions received or receivable from employer(s)	2018-12-04	$0
Value of certain deemed distributions of participant loans	2018-12-04	$0
Value of corrective distributions	2018-12-04	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-04	$12,984
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-04	$150,000
2017 : BARRY A. ROSS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$276,179
Expenses. Total of all expenses incurred	2017-12-31	$14,865
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$2,483,049
Total plan assets at beginning of year	2017-12-31	$2,221,735
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$276,179
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$261,314
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,483,049
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,221,735
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$14,865
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0

Form 5500 Responses for BARRY A. ROSS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN

2018: BARRY A. ROSS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BARRY A. ROSS, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BARRY A. ROSS, A PROFESSIONAL CORPORATION
Employer identification number (EIN):	205752812
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers