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JAMES E. ARNOLD & ASSOCIATES, LPA CASH BALANCE PLAN 401k Plan overview

Plan NameJAMES E. ARNOLD & ASSOCIATES, LPA CASH BALANCE PLAN
Plan identification number 002

JAMES E. ARNOLD & ASSOCIATES, LPA CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.

401k Sponsoring company profile

JAMES E. ARNOLD & ASSOCIATES, LPA has sponsored the creation of one or more 401k plans.

Company Name:JAMES E. ARNOLD & ASSOCIATES, LPA
Employer identification number (EIN):261280773
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about JAMES E. ARNOLD & ASSOCIATES, LPA

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2008-01-01
Company Identification Number: 1735857
Legal Registered Office Address: 3326 FOXCROFT DRIVE
-
LEWIS CENTER
United States of America (USA)
43035

More information about JAMES E. ARNOLD & ASSOCIATES, LPA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES E. ARNOLD & ASSOCIATES, LPA CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01ADAM WARREN2020-10-12
0022018-01-01JAMES E. ARNOLD2019-10-03
0022017-01-01JAMES E. ARNOLD2018-09-17
0022016-01-01JAMES E. ARNOLD2017-08-23
0022015-01-01JAMES E. ARNOLD2016-09-13
0022014-01-01JAMES E. ARNOLD2015-10-05
0022014-01-01JAMES E. ARNOLD2017-01-11

Plan Statistics for JAMES E. ARNOLD & ASSOCIATES, LPA CASH BALANCE PLAN

401k plan membership statisitcs for JAMES E. ARNOLD & ASSOCIATES, LPA CASH BALANCE PLAN

Measure Date Value
2019: JAMES E. ARNOLD & ASSOCIATES, LPA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-311,236,881
Acturial value of plan assets2019-12-311,236,881
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-31527
Active participant vested funding target2019-12-311,128,483
Number of active participants2019-12-317
Total funding liabilities for active participants2019-12-311,128,483
Total participant count2019-12-318
Total funding target for all participants2019-12-311,129,010
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3141,975
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3141,975
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31198,635
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31188,478
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31191,316
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3183,445
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3183,445
Contributions allocatedtoward minimum required contributions for current year2019-12-31188,478
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: JAMES E. ARNOLD & ASSOCIATES, LPA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31816,247
Acturial value of plan assets2018-12-31816,247
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-31418
Active participant vested funding target2018-12-31876,872
Number of active participants2018-12-317
Total funding liabilities for active participants2018-12-31876,872
Total participant count2018-12-318
Total funding target for all participants2018-12-31877,290
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-311,446
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,446
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31261,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31251,731
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31199,791
Net shortfall amortization installment of oustanding balance2018-12-3161,043
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31209,756
Additional cash requirement2018-12-31209,756
Contributions allocatedtoward minimum required contributions for current year2018-12-31251,731
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JAMES E. ARNOLD & ASSOCIATES, LPA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31709,814
Acturial value of plan assets2017-12-31709,814
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-31100
Active participant vested funding target2017-12-31648,415
Number of active participants2017-12-318
Total funding liabilities for active participants2017-12-31648,415
Total participant count2017-12-319
Total funding target for all participants2017-12-31648,515
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-312,413
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-312,413
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31137,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31133,583
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31193,436
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31132,137
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31132,137
Contributions allocatedtoward minimum required contributions for current year2017-12-31133,583
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JAMES E. ARNOLD & ASSOCIATES, LPA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31426,226
Acturial value of plan assets2016-12-31426,226
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-3163
Active participant vested funding target2016-12-31423,625
Number of active participants2016-12-318
Total funding liabilities for active participants2016-12-31423,625
Total participant count2016-12-319
Total funding target for all participants2016-12-31423,688
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-311,428
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,428
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31208,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31195,667
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31195,793
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31193,254
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31193,254
Contributions allocatedtoward minimum required contributions for current year2016-12-31195,667
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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