401k Plan data: JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN plan

JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN
Plan identification number	001

JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION 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).
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

JOHNSON & WEAVER, LLP has sponsored the creation of one or more 401k plans.

Company Name: JOHNSON & WEAVER, LLP

Employer identification number (EIN): 451593688

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 SUZANNE THOMPSON 2015-09-04
001 2013-01-01 WINNIE PHUNG 2014-10-02

Plan Statistics for JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025: JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-09-03 12
Total number of particpants at end of year 2025-09-03 8
2024: JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-23 12
Total number of particpants at end of year 2024-07-23 11
2022: JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,187,563
Acturial value of plan assets 2022-12-31 2,187,563
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 6,906
Active participant vested funding target 2022-12-31 1,368,610
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 1,368,610
Total participant count 2022-12-31 7
Total funding target for all participants 2022-12-31 1,375,516
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 789,805
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 789,805
Present value of excess contributions 2022-12-31 190,592
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 190,592
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 190,592
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 1,017,044
Total employer contributions 2022-12-31 396,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 378,333
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 211,668
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 211,668
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 211,668
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 378,333
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-08-02 8
Total number of particpants at end of year 2022-08-02 8
2021: JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,872,606
Acturial value of plan assets 2021-12-31 1,872,606
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 5,400
Active participant vested funding target 2021-12-31 1,076,567
Number of active participants 2021-12-31 5
Total funding liabilities for active participants 2021-12-31 1,076,567
Total participant count 2021-12-31 7
Total funding target for all participants 2021-12-31 1,081,967
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 499,980
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 499,980
Present value of excess contributions 2021-12-31 242,877
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 242,877
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 242,877
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 789,805
Total employer contributions 2021-12-31 405,981
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 394,453
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 203,861
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 203,861
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 203,861
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 394,453
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,376,026
Acturial value of plan assets 2020-12-31 1,376,026
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 1,224
Active participant vested funding target 2020-12-31 820,687
Number of active participants 2020-12-31 7
Total funding liabilities for active participants 2020-12-31 820,687
Total participant count 2020-12-31 8
Total funding target for all participants 2020-12-31 821,911
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 251,110
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 251,110
Present value of excess contributions 2020-12-31 203,997
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 203,997
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 203,997
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 499,980
Total employer contributions 2020-12-31 425,967
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 411,327
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 195,036
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 168,450
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 168,450
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 411,327
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 891,088
Acturial value of plan assets 2019-12-31 891,088
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 2019-12-31 590
Active participant vested funding target 2019-12-31 592,351
Number of active participants 2019-12-31 7
Total funding liabilities for active participants 2019-12-31 592,351
Total participant count 2019-12-31 9
Total funding target for all participants 2019-12-31 592,941
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 281,080
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 2019-12-31 281,080
Present value of excess contributions 2019-12-31 25,624
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 25,624
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 25,624
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 2019-12-31 251,110
Total employer contributions 2019-12-31 379,294
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 2019-12-31 369,533
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 2019-12-31 199,114
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 165,536
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 2019-12-31 165,536
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 369,533
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 666,605
Acturial value of plan assets 2018-12-31 666,605
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 462,508
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 462,508
Total participant count 2018-12-31 3
Total funding target for all participants 2018-12-31 462,508
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 247,790
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 2018-12-31 247,790
Present value of excess contributions 2018-12-31 88,989
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 88,989
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 88,989
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 81,958
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 281,080
Total employer contributions 2018-12-31 100,000
Total employee contributions 2018-12-31 0
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 93,566
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 64,657
Net shortfall amortization installment of oustanding balance 2018-12-31 12,415
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 67,942
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 67,942
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 93,566
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 590,160
Acturial value of plan assets 2017-12-31 590,160
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 331,169
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 331,169
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 331,169
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 136,048
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 2017-12-31 136,048
Present value of excess contributions 2017-12-31 107,567
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 107,567
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 107,567
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 2017-12-31 247,790
Total employer contributions 2017-12-31 205,416
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 2017-12-31 193,362
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 2017-12-31 101,088
Net shortfall amortization installment of oustanding balance 2017-12-31 15,164
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 104,373
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 2017-12-31 104,373
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 193,362
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 330,554
Acturial value of plan assets 2016-12-31 330,554
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 1,073
Active participant vested funding target 2016-12-31 209,456
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 209,456
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 210,529
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 12,502
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 12,502
Present value of excess contributions 2016-12-31 125,456
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 125,456
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 125,456
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 2016-12-31 136,048
Total employer contributions 2016-12-31 221,202
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 2016-12-31 208,377
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 97,525
Net shortfall amortization installment of oustanding balance 2016-12-31 17,554
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 100,810
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 2016-12-31 100,810
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 208,377
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2025: JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-03	12
Total number of particpants at end of year	2025-09-03	8
2024: JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-23	12
Total number of particpants at end of year	2024-07-23	11
2022: JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,187,563
Acturial value of plan assets	2022-12-31	2,187,563
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	6,906
Active participant vested funding target	2022-12-31	1,368,610
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	1,368,610
Total participant count	2022-12-31	7
Total funding target for all participants	2022-12-31	1,375,516
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	789,805
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	789,805
Present value of excess contributions	2022-12-31	190,592
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	190,592
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	190,592
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	1,017,044
Total employer contributions	2022-12-31	396,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	378,333
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	211,668
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	211,668
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	211,668
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	378,333
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-08-02	8
Total number of particpants at end of year	2022-08-02	8
2021: JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,872,606
Acturial value of plan assets	2021-12-31	1,872,606
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	5,400
Active participant vested funding target	2021-12-31	1,076,567
Number of active participants	2021-12-31	5
Total funding liabilities for active participants	2021-12-31	1,076,567
Total participant count	2021-12-31	7
Total funding target for all participants	2021-12-31	1,081,967
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	499,980
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	499,980
Present value of excess contributions	2021-12-31	242,877
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	242,877
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	242,877
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	789,805
Total employer contributions	2021-12-31	405,981
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	394,453
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	203,861
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	203,861
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	203,861
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	394,453
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,376,026
Acturial value of plan assets	2020-12-31	1,376,026
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	1,224
Active participant vested funding target	2020-12-31	820,687
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	820,687
Total participant count	2020-12-31	8
Total funding target for all participants	2020-12-31	821,911
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	251,110
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	251,110
Present value of excess contributions	2020-12-31	203,997
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	203,997
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	203,997
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	499,980
Total employer contributions	2020-12-31	425,967
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	411,327
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	195,036
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	168,450
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	168,450
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	411,327
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	891,088
Acturial value of plan assets	2019-12-31	891,088
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	590
Active participant vested funding target	2019-12-31	592,351
Number of active participants	2019-12-31	7
Total funding liabilities for active participants	2019-12-31	592,351
Total participant count	2019-12-31	9
Total funding target for all participants	2019-12-31	592,941
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	281,080
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	281,080
Present value of excess contributions	2019-12-31	25,624
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	25,624
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	25,624
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	251,110
Total employer contributions	2019-12-31	379,294
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	369,533
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	199,114
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	165,536
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	165,536
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	369,533
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	666,605
Acturial value of plan assets	2018-12-31	666,605
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	462,508
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	462,508
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	462,508
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	247,790
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	247,790
Present value of excess contributions	2018-12-31	88,989
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	88,989
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	88,989
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	81,958
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	281,080
Total employer contributions	2018-12-31	100,000
Total employee contributions	2018-12-31	0
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	93,566
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	64,657
Net shortfall amortization installment of oustanding balance	2018-12-31	12,415
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	67,942
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	67,942
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	93,566
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	590,160
Acturial value of plan assets	2017-12-31	590,160
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	331,169
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	331,169
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	331,169
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	136,048
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	136,048
Present value of excess contributions	2017-12-31	107,567
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	107,567
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	107,567
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	247,790
Total employer contributions	2017-12-31	205,416
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	193,362
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	101,088
Net shortfall amortization installment of oustanding balance	2017-12-31	15,164
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	104,373
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	104,373
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	193,362
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	330,554
Acturial value of plan assets	2016-12-31	330,554
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	1,073
Active participant vested funding target	2016-12-31	209,456
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	209,456
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	210,529
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	12,502
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	12,502
Present value of excess contributions	2016-12-31	125,456
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	125,456
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	125,456
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	136,048
Total employer contributions	2016-12-31	221,202
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	208,377
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	97,525
Net shortfall amortization installment of oustanding balance	2016-12-31	17,554
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	100,810
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	100,810
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	208,377
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2025 : JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-09-03	0
Total liabilities as of the end of the plan year	2025-09-03	0
Total liabilities as of the beginning of the plan year	2025-09-03	0
Total expenses incurred by plan in this plan year	2025-09-03	12917
Net assets as of the end of the plan year	2025-09-03	3202834
Total assets as of the beginning of the plan year	2025-09-03	2757733
Value of plan covered by a fidelity bond	2025-09-03	50000
Participant contributions to plan in this plan year	2025-09-03	0
Other expenses paid from plan in this plan year	2025-09-03	0
Other contributions to plan in this plan year	2025-09-03	0
Other income to plan in this plan year	2025-09-03	458018
Plan net income in this plan year	2025-09-03	445101
Net assets as of the end of the plan year	2025-09-03	3202834
Net assets as of the beginning of the plan year	2025-09-03	2757733
Employer contributions to plan in this plan year	2025-09-03	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-03	2254
2024 : JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-23	0
Total liabilities as of the end of the plan year	2024-07-23	0
Total liabilities as of the beginning of the plan year	2024-07-23	0
Total expenses incurred by plan in this plan year	2024-07-23	0
Net assets as of the end of the plan year	2024-07-23	2757733
Total assets as of the beginning of the plan year	2024-07-23	2583563
Value of plan covered by a fidelity bond	2024-07-23	50000
Participant contributions to plan in this plan year	2024-07-23	0
Other expenses paid from plan in this plan year	2024-07-23	0
Other contributions to plan in this plan year	2024-07-23	0
Other income to plan in this plan year	2024-07-23	174170
Plan net income in this plan year	2024-07-23	174170
Net assets as of the end of the plan year	2024-07-23	2757733
Net assets as of the beginning of the plan year	2024-07-23	2583563
Employer contributions to plan in this plan year	2024-07-23	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-23	0
2022 : JOHNSON & WEAVER, LLP DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-08-02	0
Total liabilities as of the end of the plan year	2022-08-02	0
Total liabilities as of the beginning of the plan year	2022-08-02	0
Total expenses incurred by plan in this plan year	2022-08-02	0
Net assets as of the end of the plan year	2022-08-02	2278587
Total assets as of the beginning of the plan year	2022-08-02	1801993
Value of plan covered by a fidelity bond	2022-08-02	50000
Participant contributions to plan in this plan year	2022-08-02	0
Other expenses paid from plan in this plan year	2022-08-02	0
Other contributions to plan in this plan year	2022-08-02	0
Other income to plan in this plan year	2022-08-02	70613
Plan net income in this plan year	2022-08-02	476594
Net assets as of the end of the plan year	2022-08-02	2278587
Net assets as of the beginning of the plan year	2022-08-02	1801993
Employer contributions to plan in this plan year	2022-08-02	405981
Expensese paid to adminstrative service provicers from plan in this plan year	2022-08-02	0

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Company Name:	JOHNSON & WEAVER, LLP
Employer identification number (EIN):	451593688
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	SUZANNE THOMPSON	2015-09-04
001	2013-01-01	WINNIE PHUNG	2014-10-02