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THE TASHJY LAW FIRM LLC CASH BALANCE PLAN 401k Plan overview

Plan NameTHE TASHJY LAW FIRM LLC CASH BALANCE PLAN
Plan identification number 002

THE TASHJY LAW FIRM LLC 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).
  • Plan covering Self-Employed individuals.
  • 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

THE TASHJY LAW FIRM L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:THE TASHJY LAW FIRM L.L.C.
Employer identification number (EIN):273613084
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TASHJY LAW FIRM LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01M. SCOTT TASHJY2024-08-15 M. SCOTT TASHJY2024-08-15
0022022-01-01M. SCOTT TASHJY2023-05-05 M. SCOTT TASHJY2023-05-05
0022021-01-01M. SCOTT TASHJY2022-04-20 M. SCOTT TASHJY2022-04-20
0022020-01-01M. SCOTT TASHJY2021-05-17 M. SCOTT TASHJY2021-05-17
0022019-01-01M. SCOTT TASHJY2020-04-28 M. SCOTT TASHJY2020-04-28
0022018-01-01

Financial Data on THE TASHJY LAW FIRM LLC CASH BALANCE PLAN

Measure Date Value
2025 : THE TASHJY LAW FIRM LLC CASH BALANCE PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-290
Total liabilities as of the beginning of the plan year2025-06-290
Total expenses incurred by plan in this plan year2025-06-298583
Net assets as of the end of the plan year2025-06-291324253
Total assets as of the beginning of the plan year2025-06-291079883
Value of plan covered by a fidelity bond2025-06-29160000
Other expenses paid from plan in this plan year2025-06-298583
Other income to plan in this plan year2025-06-2993944
Plan net income in this plan year2025-06-29244370
Net assets as of the end of the plan year2025-06-291324253
Net assets as of the beginning of the plan year2025-06-291079883
Employer contributions to plan in this plan year2025-06-29159009
2023 : THE TASHJY LAW FIRM LLC CASH BALANCE PLAN 2023 401k financial data
Total income from all sources2023-12-31$248,855
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$1,079,883
Total plan assets at beginning of year2023-12-31$831,028
Value of fidelity bond covering the plan2023-12-31$16,000
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$91,805
Net income (gross income less expenses)2023-12-31$248,855
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,079,883
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$831,028
Total contributions received or receivable from employer(s)2023-12-31$157,050
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : THE TASHJY LAW FIRM LLC CASH BALANCE PLAN 2022 401k financial data
Total income from all sources2022-12-31$91,362
Expenses. Total of all expenses incurred2022-12-31$6,677
Benefits paid (including direct rollovers)2022-12-31$6,677
Total plan assets at end of year2022-12-31$831,028
Total plan assets at beginning of year2022-12-31$746,343
Value of fidelity bond covering the plan2022-12-31$16,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-64,208
Net income (gross income less expenses)2022-12-31$84,685
Net plan assets at end of year (total assets less liabilities)2022-12-31$831,028
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$746,343
Total contributions received or receivable from employer(s)2022-12-31$155,570
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : THE TASHJY LAW FIRM LLC CASH BALANCE PLAN 2021 401k financial data
Total income from all sources2021-12-31$219,115
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$746,343
Total plan assets at beginning of year2021-12-31$527,228
Value of fidelity bond covering the plan2021-12-31$16,000
Other income received2021-12-31$62,499
Net income (gross income less expenses)2021-12-31$219,115
Net plan assets at end of year (total assets less liabilities)2021-12-31$746,343
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$527,228
Total contributions received or receivable from employer(s)2021-12-31$156,616
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : THE TASHJY LAW FIRM LLC CASH BALANCE PLAN 2020 401k financial data
Total income from all sources2020-12-31$203,986
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$527,228
Total plan assets at beginning of year2020-12-31$323,242
Value of fidelity bond covering the plan2020-12-31$16,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$46,648
Net income (gross income less expenses)2020-12-31$203,986
Net plan assets at end of year (total assets less liabilities)2020-12-31$527,228
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$323,242
Total contributions received or receivable from employer(s)2020-12-31$157,338
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : THE TASHJY LAW FIRM LLC CASH BALANCE PLAN 2019 401k financial data
Total income from all sources2019-12-31$167,187
Expenses. Total of all expenses incurred2019-12-31$634
Total plan assets at end of year2019-12-31$323,242
Total plan assets at beginning of year2019-12-31$156,689
Value of fidelity bond covering the plan2019-12-31$16,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$9,864
Net income (gross income less expenses)2019-12-31$166,553
Net plan assets at end of year (total assets less liabilities)2019-12-31$323,242
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$156,689
Total contributions received or receivable from employer(s)2019-12-31$157,323
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$634
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THE TASHJY LAW FIRM LLC CASH BALANCE PLAN 2018 401k financial data
Total income from all sources2018-12-31$156,689
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$156,689
Value of fidelity bond covering the plan2018-12-31$16,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Net income (gross income less expenses)2018-12-31$156,689
Net plan assets at end of year (total assets less liabilities)2018-12-31$156,689
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$156,689
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0

Form 5500 Responses for THE TASHJY LAW FIRM LLC CASH BALANCE PLAN

2023: THE TASHJY LAW FIRM LLC CASH BALANCE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE TASHJY LAW FIRM LLC CASH BALANCE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE TASHJY LAW FIRM LLC CASH BALANCE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE TASHJY LAW FIRM LLC CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE TASHJY LAW FIRM LLC CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE TASHJY LAW FIRM LLC CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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