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ROBERT J. FEDOR ESQ., LLC CASH BALANCE PLAN 401k Plan overview

Plan NameROBERT J. FEDOR ESQ., LLC CASH BALANCE PLAN
Plan identification number 002

ROBERT J. FEDOR ESQ., LLC CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

ROBERT J. FEDOR ESQ., LLC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J. FEDOR ESQ., LLC
Employer identification number (EIN):450493971
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. FEDOR ESQ., LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01ROBERT FEDOR2023-10-02
0022021-01-01ROBERT FEDOR2022-10-11 ROBERT FEDOR2022-10-11
0022020-01-01ROBERT FEDOR2021-10-13 ROBERT FEDOR2021-10-13
0022019-01-01ADAM WARREN2020-10-14
0022018-01-01ROBERT J. FEDOR2019-10-10
0022017-01-01ROBERT J. FEDOR2018-10-04
0022016-01-01ROBERT J. FEDOR2017-10-05
0022015-01-01ROBERT J. FEDOR2016-10-07
0022014-01-01ROBERT J. FEDOR2015-10-02
0022013-01-01ROBERT J. FEDOR2014-10-08

Plan Statistics for ROBERT J. FEDOR ESQ., LLC CASH BALANCE PLAN

401k plan membership statisitcs for ROBERT J. FEDOR ESQ., LLC CASH BALANCE PLAN

Measure Date Value
2022: ROBERT J. FEDOR ESQ., LLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-312,043,927
Acturial value of plan assets2022-12-312,043,927
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-315
Fundng target for terminated vested participants2022-12-3119,347
Active participant vested funding target2022-12-312,293,546
Number of active participants2022-12-317
Total funding liabilities for active participants2022-12-312,293,543
Total participant count2022-12-3112
Total funding target for all participants2022-12-312,312,890
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31307,200
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31296,946
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31308,185
Net shortfall amortization installment of oustanding balance2022-12-31268,963
Waiver amortization installment2022-12-310
Waived amount of outstanding balance2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31333,040
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-3136,094
Additional cash requirement2022-12-31296,946
Contributions allocatedtoward minimum required contributions for current year2022-12-31296,946
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: ROBERT J. FEDOR ESQ., LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-312,159,045
Acturial value of plan assets2021-12-312,159,045
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-314
Fundng target for terminated vested participants2021-12-3113,814
Active participant vested funding target2021-12-311,946,173
Number of active participants2021-12-319
Total funding liabilities for active participants2021-12-311,946,173
Total participant count2021-12-3113
Total funding target for all participants2021-12-311,959,987
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3119,875
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-3119,875
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31835
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31870
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31246,389
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31239,001
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31245,442
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3147,297
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-31883
Additional cash requirement2021-12-3146,414
Contributions allocatedtoward minimum required contributions for current year2021-12-31239,001
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: ROBERT J. FEDOR ESQ., LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-311,435,818
Acturial value of plan assets2020-12-311,435,818
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-314
Fundng target for terminated vested participants2020-12-3110,380
Active participant vested funding target2020-12-311,516,330
Number of active participants2020-12-3111
Total funding liabilities for active participants2020-12-311,516,330
Total participant count2020-12-3115
Total funding target for all participants2020-12-311,526,710
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31889
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31889
Present value of excess contributions2020-12-3117,896
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3118,868
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3118,868
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 year2020-12-3119,875
Total employer contributions2020-12-31267,020
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 date2020-12-31257,052
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 cost2020-12-31258,722
Net shortfall amortization installment of oustanding balance2020-12-31111,866
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31277,191
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-3120,974
Additional cash requirement2020-12-31256,217
Contributions allocatedtoward minimum required contributions for current year2020-12-31257,052
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: ROBERT J. FEDOR ESQ., LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-311,112,373
Acturial value of plan assets2019-12-311,112,373
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-319,211
Active participant vested funding target2019-12-311,085,607
Number of active participants2019-12-317
Total funding liabilities for active participants2019-12-311,087,061
Total participant count2019-12-3110
Total funding target for all participants2019-12-311,096,272
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31889
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31889
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 year2019-12-310
Total employer contributions2019-12-31404,809
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 date2019-12-31382,971
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 cost2019-12-31381,176
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31365,075
Additional cash requirement2019-12-31365,075
Contributions allocatedtoward minimum required contributions for current year2019-12-31382,971
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: ROBERT J. FEDOR ESQ., LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31797,255
Acturial value of plan assets2018-12-31797,255
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-316,878
Active participant vested funding target2018-12-31881,774
Number of active participants2018-12-316
Total funding liabilities for active participants2018-12-31881,774
Total participant count2018-12-319
Total funding target for all participants2018-12-31888,652
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-310
Present value of excess contributions2018-12-31121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31121
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31161,000
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 date2018-12-31155,017
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 cost2018-12-31139,207
Net shortfall amortization installment of oustanding balance2018-12-3191,397
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31154,128
Additional cash requirement2018-12-31154,128
Contributions allocatedtoward minimum required contributions for current year2018-12-31155,017
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: ROBERT J. FEDOR ESQ., LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31706,547
Acturial value of plan assets2017-12-31706,547
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-31572
Active participant vested funding target2017-12-31668,847
Number of active participants2017-12-316
Total funding liabilities for active participants2017-12-31668,847
Total participant count2017-12-317
Total funding target for all participants2017-12-31669,419
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-319,437
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-319,437
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 year2017-12-310
Total employer contributions2017-12-31128,000
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 date2017-12-31123,041
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 cost2017-12-31160,048
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31122,920
Additional cash requirement2017-12-31122,920
Contributions allocatedtoward minimum required contributions for current year2017-12-31123,041
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: ROBERT J. FEDOR ESQ., LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31521,252
Acturial value of plan assets2016-12-31521,252
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 target2016-12-31465,377
Number of active participants2016-12-317
Total funding liabilities for active participants2016-12-31465,377
Total participant count2016-12-317
Total funding target for all participants2016-12-31465,377
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Present value of excess contributions2016-12-3148,296
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3148,296
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 year2016-12-310
Total employer contributions2016-12-31115,471
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 date2016-12-31110,882
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 cost2016-12-31157,320
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31101,445
Additional cash requirement2016-12-31101,445
Contributions allocatedtoward minimum required contributions for current year2016-12-31110,882
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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