THOMAS & COMPANY CASH BALANCE PLAN 401k Plan overview

THOMAS & COMPANY CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	THOMAS & COMPANY, L.P.A.
Employer identification number (EIN):	450462880
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Additional information about THOMAS & COMPANY, L.P.A.

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2002-01-30
Company Identification Number:	1293505
Legal Registered Office Address:	163 N SANDUSKY STREET, STE 103 - DELAWARE United States of America (USA) 43015

More information about THOMAS & COMPANY, L.P.A.

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	WILLIAM THOMAS	2020-10-06	WILLIAM THOMAS	2020-10-06
002	2019-01-01	WILLIAM THOMAS	2020-10-06	WILLIAM THOMAS	2020-10-06
002	2018-01-01	WILLIAM THOMAS	2019-10-14	WILLIAM THOMAS	2019-10-14
002	2017-01-01	WILLIAM R. THOMAS	2018-10-15	WILLIAM R. THOMAS	2018-10-15
002	2016-01-01	WILLIAM THOMAS AS PLAN ADMINISTRATO	2017-07-17	WILLIAM THOMAS AS PLAN ADMINISTRATO	2017-07-17
002	2015-01-01	WILLIAM THOMAS	2016-09-22	WILLIAM THOMAS	2016-09-22
002	2014-01-01	WILLIAM THOMAS	2015-09-17
002	2014-01-01	WILLIAM THOMAS	2015-09-10
002	2013-01-01	WILLIAM THOMAS	2014-10-15
002	2012-01-01	WILLIAM THOMAS	2013-09-09	WILLIAM THOMAS	2013-09-09
002	2011-01-01	WILLIAM THOMAS	2012-07-17
002	2010-01-01	WILLIAM THOMAS	2011-10-11

Plan Statistics for THOMAS & COMPANY CASH BALANCE PLAN

Measure	Date	Value
2019: THOMAS & COMPANY CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	929,097
Acturial value of plan assets	2019-12-31	929,097
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	21,166
Active participant vested funding target	2019-12-31	944,977
Number of active participants	2019-12-31	17
Total funding liabilities for active participants	2019-12-31	946,920
Total participant count	2019-12-31	19
Total funding target for all participants	2019-12-31	968,086
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	45,540
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 carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	45,540
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	43,350
Total employer contributions	2019-12-31	80,664
Total employee contributions	2019-12-31	0
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	76,488
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	82,339
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	13,379
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
Additional cash requirement	2019-12-31	13,379
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	76,488
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THOMAS & COMPANY CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	976,041
Acturial value of plan assets	2018-12-31	976,041
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	20,368
Active participant vested funding target	2018-12-31	888,756
Number of active participants	2018-12-31	17
Total funding liabilities for active participants	2018-12-31	890,555
Total participant count	2018-12-31	19
Total funding target for all participants	2018-12-31	910,923
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	41,895
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 carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	41,895
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	45,540
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
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	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
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	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: THOMAS & COMPANY CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	897,163
Acturial value of plan assets	2017-12-31	897,163
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	8,519
Active participant vested funding target	2017-12-31	845,079
Number of active participants	2017-12-31	18
Total funding liabilities for active participants	2017-12-31	846,749
Total participant count	2017-12-31	19
Total funding target for all participants	2017-12-31	855,268
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	118,368
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	84,722
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	33,646
Present value of excess contributions	2017-12-31	80,722
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	83,830
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	83,830
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	76,876
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	41,895
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	0
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	0
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	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
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THOMAS & COMPANY CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	769,451
Acturial value of plan assets	2016-12-31	769,451
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	8,530
Active participant vested funding target	2016-12-31	729,562
Number of active participants	2016-12-31	19
Total funding liabilities for active participants	2016-12-31	731,592
Total participant count	2016-12-31	20
Total funding target for all participants	2016-12-31	740,122
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	118,286
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	76,349
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	41,937
Present value of excess contributions	2016-12-31	75,434
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	76,075
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	76,075
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	118,368
Total employer contributions	2016-12-31	97,956
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	90,136
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	78,191
Net shortfall amortization installment of oustanding balance	2016-12-31	89,039
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	94,136
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	84,722
Additional cash requirement	2016-12-31	9,414
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	90,136
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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