401k Plan data: ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN plan

ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN 401k Plan overview

Plan Name	ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN
Plan identification number	003

ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALIXPARTNERS, LLP has sponsored the creation of one or more 401k plans.

Company Name: ALIXPARTNERS, LLP

Employer identification number (EIN): 383637158

NAIC Classification: 541600

Additional information about ALIXPARTNERS, LLP

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2004-09-16

Company Identification Number: 1489826

Legal Registered Office Address: 1300 EAST NINTH STREET
-
CLEVELAND
United States of America (USA)
44114

More information about ALIXPARTNERS, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01 CARI BOCKHAUSEN 2018-09-21
003 2017-01-01 CARI BOCKHAUSEN 2018-09-21
003 2016-01-01 CARI BOCKHAUSEN 2017-07-10
003 2015-01-01 CARI BOCKHAUSEN 2017-03-13
003 2014-01-01 CARI BOCKHAUSEN 2017-03-13
003 2013-01-01 CARI BOCKHAUSEN 2017-03-13
003 2012-01-01 CARI BOCKHAUSEN 2017-03-13
003 2011-01-01 CARI BOCKHAUSEN 2017-03-13
003 2010-01-01 CARI BOCKHAUSEN 2017-03-13
003 2009-01-01 CARI BOCKHAUSEN 2017-03-13
003 2008-01-01 CARI BOCKHAUSEN
003 2007-01-01 CARI BOCKHAUSEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2018-01-01	CARI BOCKHAUSEN	2018-09-21
003	2017-01-01	CARI BOCKHAUSEN	2018-09-21
003	2016-01-01	CARI BOCKHAUSEN	2017-07-10
003	2015-01-01	CARI BOCKHAUSEN	2017-03-13
003	2014-01-01	CARI BOCKHAUSEN	2017-03-13
003	2013-01-01	CARI BOCKHAUSEN	2017-03-13
003	2012-01-01	CARI BOCKHAUSEN	2017-03-13
003	2011-01-01	CARI BOCKHAUSEN	2017-03-13
003	2010-01-01	CARI BOCKHAUSEN	2017-03-13
003	2009-01-01	CARI BOCKHAUSEN	2017-03-13
003	2008-01-01	CARI BOCKHAUSEN
003	2007-01-01	CARI BOCKHAUSEN

Plan Statistics for ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN

401k plan membership statisitcs for ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN

Measure Date Value
2017: ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 52,358,831
Acturial value of plan assets 2017-12-31 52,358,831
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 6
Fundng target for terminated vested participants 2017-12-31 608,794
Active participant vested funding target 2017-12-31 49,935,027
Number of active participants 2017-12-31 90
Total funding liabilities for active participants 2017-12-31 50,424,710
Total participant count 2017-12-31 96
Total funding target for all participants 2017-12-31 51,033,504
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 1,192,889
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 carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 1,192,889
Present value of excess contributions 2017-12-31 3,780,389
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 3,998,517
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 3,998,517
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 3,945,764
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 1,325,327
Total employer contributions 2017-12-31 325,367
Total employee contributions 2017-12-31 0
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 2017-12-31 307,487
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 6,555
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 6,555
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
Additional cash requirement 2017-12-31 6,555
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 307,487
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 47,359,274
Acturial value of plan assets 2016-12-31 47,359,274
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 8
Fundng target for terminated vested participants 2016-12-31 1,723,422
Active participant vested funding target 2016-12-31 44,173,786
Number of active participants 2016-12-31 93
Total funding liabilities for active participants 2016-12-31 44,442,963
Total participant count 2016-12-31 101
Total funding target for all participants 2016-12-31 46,166,385
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 955,472
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 carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 955,472
Present value of excess contributions 2016-12-31 1,054,325
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 1,117,901
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 1,117,901
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 866,916
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 1,192,889
Total employer contributions 2016-12-31 6,960,240
Total employee contributions 2016-12-31 0
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 6,507,331
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 2,726,942
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 2,726,942
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
Additional cash requirement 2016-12-31 2,726,942
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 6,507,331
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2008: ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 68
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 3
Total of all active and inactive participants 2008-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 1
2007: ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN 2007 401k membership
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 66
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 0
Total of all active and inactive participants 2007-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2017: ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	52,358,831
Acturial value of plan assets	2017-12-31	52,358,831
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	6
Fundng target for terminated vested participants	2017-12-31	608,794
Active participant vested funding target	2017-12-31	49,935,027
Number of active participants	2017-12-31	90
Total funding liabilities for active participants	2017-12-31	50,424,710
Total participant count	2017-12-31	96
Total funding target for all participants	2017-12-31	51,033,504
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	1,192,889
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 carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	1,192,889
Present value of excess contributions	2017-12-31	3,780,389
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	3,998,517
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	3,998,517
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	3,945,764
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	1,325,327
Total employer contributions	2017-12-31	325,367
Total employee contributions	2017-12-31	0
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	307,487
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	6,555
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	6,555
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
Additional cash requirement	2017-12-31	6,555
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	307,487
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	47,359,274
Acturial value of plan assets	2016-12-31	47,359,274
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	8
Fundng target for terminated vested participants	2016-12-31	1,723,422
Active participant vested funding target	2016-12-31	44,173,786
Number of active participants	2016-12-31	93
Total funding liabilities for active participants	2016-12-31	44,442,963
Total participant count	2016-12-31	101
Total funding target for all participants	2016-12-31	46,166,385
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	955,472
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 carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	955,472
Present value of excess contributions	2016-12-31	1,054,325
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1,117,901
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	1,117,901
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	866,916
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	1,192,889
Total employer contributions	2016-12-31	6,960,240
Total employee contributions	2016-12-31	0
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	6,507,331
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	2,726,942
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	2,726,942
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
Additional cash requirement	2016-12-31	2,726,942
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	6,507,331
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2008: ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	68
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	3
Total of all active and inactive participants	2008-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	1
2007: ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN 2007 401k membership
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	66
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	0
Total of all active and inactive participants	2007-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN

Measure	Date	Value
2008 : ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$4,606,581
Expenses. Total of all expenses incurred	2008-12-31	$27,889
Total plan assets at end of year	2008-12-31	$9,883,984
Total plan assets at beginning of year	2008-12-31	$5,305,292
Value of fidelity bond covering the plan	2008-12-31	$5,000,000
Expenses. Other expenses not covered elsewhere	2008-12-31	$27,889
Other income received	2008-12-31	$-948,113
Net income (gross income less expenses)	2008-12-31	$4,578,692
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$9,883,984
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$5,305,292
Total contributions received or receivable from employer(s)	2008-12-31	$5,554,694
2007 : ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN 2007 401k financial data
Total income from all sources	2007-12-31	$5,305,292
Expenses. Total of all expenses incurred	2007-12-31	$0
Total plan assets at end of year	2007-12-31	$5,305,292
Total plan assets at beginning of year	2007-12-31	$0
Net income (gross income less expenses)	2007-12-31	$5,305,292
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$5,305,292
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$0
Total contributions received or receivable from employer(s)	2007-12-31	$5,305,292

Form 5500 Responses for ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN

2008: ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: ALIXPARTNERS, LLP RETIREMENT BENEFIT ACCUMULATION PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	First time form 5500 has been submitted	Yes
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ALIXPARTNERS, LLP
Employer identification number (EIN):	383637158
NAIC Classification:	541600

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2004-09-16
Company Identification Number:	1489826
Legal Registered Office Address:	1300 EAST NINTH STREET - CLEVELAND United States of America (USA) 44114