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THE LAW OFFICES OF BALZANO & TROPIANO PC DEFINED BENEFIT PLAN 401k Plan overview

Plan NameTHE LAW OFFICES OF BALZANO & TROPIANO PC DEFINED BENEFIT PLAN
Plan identification number 002

THE LAW OFFICES OF BALZANO & TROPIANO PC DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • 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 LAW OFFICES OF BALZANO & TROPIANO, P.C. has sponsored the creation of one or more 401k plans.

Company Name:THE LAW OFFICES OF BALZANO & TROPIANO, P.C.
Employer identification number (EIN):352273759
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW OFFICES OF BALZANO & TROPIANO PC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01

Plan Statistics for THE LAW OFFICES OF BALZANO & TROPIANO PC DEFINED BENEFIT PLAN

401k plan membership statisitcs for THE LAW OFFICES OF BALZANO & TROPIANO PC DEFINED BENEFIT PLAN

Measure Date Value
2019: THE LAW OFFICES OF BALZANO & TROPIANO PC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-311,404,417
Acturial value of plan assets2019-12-311,404,417
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 target2019-12-311,060,349
Number of active participants2019-12-3110
Total funding liabilities for active participants2019-12-311,106,305
Total participant count2019-12-3110
Total funding target for all participants2019-12-311,106,305
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31170,505
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31170,505
Present value of excess contributions2019-12-31910
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31957
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31957
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 year2019-12-31201,812
Total employer contributions2019-12-31244,514
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 date2019-12-31212,775
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 cost2019-12-31166,034
Total funding amount beforereflecting carryover/prefunding balances2019-12-3169,734
Additional cash requirement2019-12-3169,734
Contributions allocatedtoward minimum required contributions for current year2019-12-31212,775
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: THE LAW OFFICES OF BALZANO & TROPIANO PC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-311,022,864
Acturial value of plan assets2018-12-311,022,864
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 target2018-12-31799,130
Number of active participants2018-12-3111
Total funding liabilities for active participants2018-12-31843,407
Total participant count2018-12-3111
Total funding target for all participants2018-12-31843,407
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31255,406
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31255,406
Present value of excess contributions2018-12-3159,056
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3162,156
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3162,156
Reductions in prefunding balances due to elections or deemed elections2018-12-31126,829
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31170,505
Total employer contributions2018-12-31181,184
Total employee contributions2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31175,707
Unpaid minimum required contributions for all prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31174,797
Total funding amount beforereflecting carryover/prefunding balances2018-12-31174,797
Additional cash requirement2018-12-31174,797
Contributions allocatedtoward minimum required contributions for current year2018-12-31175,707
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: THE LAW OFFICES OF BALZANO & TROPIANO PC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-31911,500
Acturial value of plan assets2017-12-31911,500
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 target2017-12-31582,995
Number of active participants2017-12-3110
Total funding liabilities for active participants2017-12-31621,508
Total participant count2017-12-3110
Total funding target for all participants2017-12-31621,508
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31185,765
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31185,765
Present value of excess contributions2017-12-3169,542
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3173,276
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3173,276
Reductions in prefunding balances due to elections or deemed elections2017-12-3124,831
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31255,406
Total employer contributions2017-12-31192,103
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 date2017-12-31186,096
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 cost2017-12-31161,626
Total funding amount beforereflecting carryover/prefunding balances2017-12-31127,040
Additional cash requirement2017-12-31127,040
Contributions allocatedtoward minimum required contributions for current year2017-12-31186,096
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: THE LAW OFFICES OF BALZANO & TROPIANO PC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-31638,830
Acturial value of plan assets2016-12-31638,830
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 target2016-12-31404,738
Number of active participants2016-12-3110
Total funding liabilities for active participants2016-12-31442,829
Total participant count2016-12-3110
Total funding target for all participants2016-12-31442,829
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31117,985
Prefunding balanced used to offset prior years funding requirement2016-12-314,113
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31113,872
Present value of excess contributions2016-12-31103,540
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31109,472
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31109,472
Reductions in prefunding balances due to elections or deemed elections2016-12-3141,974
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31185,765
Total employer contributions2016-12-31211,316
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 date2016-12-31204,455
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 cost2016-12-31134,913
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31134,913
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31134,913
Contributions allocatedtoward minimum required contributions for current year2016-12-31204,455
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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