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JEFFREY S. BAKST & ASSOCIATES DEFINED BENEFIT PLAN 401k Plan overview

Plan NameJEFFREY S. BAKST & ASSOCIATES DEFINED BENEFIT PLAN
Plan identification number 003

JEFFREY S. BAKST & ASSOCIATES DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

JEFFREY S. BAKST & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY S. BAKST & ASSOCIATES
Employer identification number (EIN):311178536
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY S. BAKST & ASSOCIATES DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01JEFFREY S. BAKST2013-05-12 JEFFREY S. BAKST2013-05-12
0032011-01-01JEFFREY S. BAKST2012-05-11 JEFFREY S. BAKST2012-05-11
0032010-01-01JEFFREY S. BAKST2011-07-13 JEFFREY S. BAKST2011-07-13

Plan Statistics for JEFFREY S. BAKST & ASSOCIATES DEFINED BENEFIT PLAN

401k plan membership statisitcs for JEFFREY S. BAKST & ASSOCIATES DEFINED BENEFIT PLAN

Measure Date Value
2020: JEFFREY S. BAKST & ASSOCIATES DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-311,388,171
Acturial value of plan assets2020-12-311,388,171
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-311,552,977
Number of active participants2020-12-314
Total funding liabilities for active participants2020-12-311,555,428
Total participant count2020-12-314
Total funding target for all participants2020-12-311,555,428
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3110,526
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3110,526
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-316,582
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-316,945
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31450,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31430,726
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-31167,257
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3127,091
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3127,091
Contributions allocatedtoward minimum required contributions for current year2020-12-31430,726
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: JEFFREY S. BAKST & ASSOCIATES DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-311,178,018
Acturial value of plan assets2019-12-311,178,018
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-311,159,222
Number of active participants2019-12-314
Total funding liabilities for active participants2019-12-311,162,556
Total participant count2019-12-314
Total funding target for all participants2019-12-311,162,556
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3123,570
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3112,595
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3110,975
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-3110,526
Total employer contributions2019-12-31107,000
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 date2019-12-31103,397
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
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 cost2019-12-31112,277
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31107,341
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3110,526
Additional cash requirement2019-12-3196,815
Contributions allocatedtoward minimum required contributions for current year2019-12-31103,397
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: JEFFREY S. BAKST & ASSOCIATES DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-311,088,283
Acturial value of plan assets2018-12-311,088,283
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,199,386
Number of active participants2018-12-314
Total funding liabilities for active participants2018-12-311,202,411
Total participant count2018-12-314
Total funding target for all participants2018-12-311,202,411
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3123,556
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 balance2018-12-3123,556
Present value of excess contributions2018-12-3117,006
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3117,940
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3123,570
Total employer contributions2018-12-31137,000
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 date2018-12-31131,085
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
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 cost2018-12-31117,208
Net shortfall amortization installment of oustanding balance2018-12-31137,698
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31143,680
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3112,595
Additional cash requirement2018-12-31131,085
Contributions allocatedtoward minimum required contributions for current year2018-12-31131,085
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JEFFREY S. BAKST & ASSOCIATES DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-31937,724
Acturial value of plan assets2017-12-31937,724
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-311,024,001
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-311,025,522
Total participant count2017-12-314
Total funding target for all participants2017-12-311,025,522
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3145,825
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-3122,407
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3123,418
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-3123,556
Total employer contributions2017-12-31150,000
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 date2017-12-31145,907
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-31109,063
Net shortfall amortization installment of oustanding balance2017-12-31111,354
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31128,901
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31128,901
Contributions allocatedtoward minimum required contributions for current year2017-12-31145,907
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JEFFREY S. BAKST & ASSOCIATES DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-31837,504
Acturial value of plan assets2016-12-31837,504
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31871,545
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-31871,545
Total participant count2016-12-314
Total funding target for all participants2016-12-31871,545
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3145,170
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 balance2016-12-3145,170
Present value of excess contributions2016-12-315,336
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-315,662
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 year2016-12-3145,825
Total employer contributions2016-12-3195,000
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 date2016-12-3191,470
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 cost2016-12-31100,681
Net shortfall amortization installment of oustanding balance2016-12-3179,866
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31113,877
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3122,407
Additional cash requirement2016-12-3191,470
Contributions allocatedtoward minimum required contributions for current year2016-12-3191,470
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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