JEFFREY A. ISAAC, APC DEFINED BENEFIT PENSION PLAN 401k Plan overview

JEFFREY A. ISAAC, APC DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	JEFFREY A. ISAAC, APC
Employer identification number (EIN):	330830905
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	JEFFREY ISAAC	2020-04-29	JEFFREY ISAAC	2020-04-29
001	2018-01-01	JEFFREY ISAAC	2019-02-19	JEFFREY ISAAC	2019-02-19
001	2017-01-01	JEFFREY ISAAC	2018-09-24	JEFFREY ISAAC	2018-09-24
001	2016-01-01	JEFFREY ISAAC	2017-10-05	JEFFREY ISAAC	2017-10-05
001	2015-01-01	JEFFREY ISAAC	2016-10-14	JEFFREY ISAAC	2016-10-14
001	2014-01-01	JEFFREY ISAAC	2015-10-14	JEFFREY ISAAC	2015-10-14
001	2013-01-01	JEAN ISAAC	2014-10-10	JEAN ISAAC	2014-10-10
001	2012-01-01	JEFFREY ISAAC	2013-10-04	JEFFREY ISAAC	2013-10-04
001	2011-01-01	JEFFREY ISAAC	2012-08-28	JEFFREY ISAAC	2012-08-28
001	2010-01-01	JEFFREY ISAAC	2011-10-12	JEFFREY ISAAC	2011-10-12

Plan Statistics for JEFFREY A. ISAAC, APC DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2019: JEFFREY A. ISAAC, APC DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,325,733
Acturial value of plan assets	2019-12-31	2,325,733
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	4
Fundng target for terminated vested participants	2019-12-31	2,268
Active participant vested funding target	2019-12-31	1,998,705
Number of active participants	2019-12-31	10
Total funding liabilities for active participants	2019-12-31	2,009,276
Total participant count	2019-12-31	14
Total funding target for all participants	2019-12-31	2,011,544
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	121,445
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 prefunding balance	2019-12-31	121,445
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	120,704
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	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JEFFREY A. ISAAC, APC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,368,209
Acturial value of plan assets	2018-12-31	2,368,209
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	1,099
Active participant vested funding target	2018-12-31	1,743,307
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	1,759,059
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	1,760,158
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	120,266
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	120,266
Present value of excess contributions	2018-12-31	228,713
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	240,995
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	121,445
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	36,558
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JEFFREY A. ISAAC, APC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,092,049
Acturial value of plan assets	2017-12-31	2,092,049
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	161
Active participant vested funding target	2017-12-31	1,409,806
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	1,431,392
Total participant count	2017-12-31	9
Total funding target for all participants	2017-12-31	1,431,553
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	117,287
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 prefunding balance	2017-12-31	117,287
Present value of excess contributions	2017-12-31	457,508
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	481,985
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	120,266
Total employer contributions	2017-12-31	250,000
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	228,713
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	33,527
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	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
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	228,713
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JEFFREY A. ISAAC, APC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,565,428
Acturial value of plan assets	2016-12-31	1,565,428
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	1,301
Active participant vested funding target	2016-12-31	1,302,618
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	1,312,458
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	1,313,759
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	117,900
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	117,900
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	117,287
Total employer contributions	2016-12-31	500,000
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	457,508
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	12,485
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	457,508
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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