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| Plan Name | HENDERSON & KOPLIK, LLP CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | HENDERSON & KOPLIK, LLP |
| Employer identification number (EIN): | 455269609 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
Additional information about HENDERSON & KOPLIK, LLP
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2012-05-14 |
| Company Identification Number: | 4245262 |
| Legal Registered Office Address: |
232 East 84th St, Suite 2C New York United States of America (USA) 10028 |
More information about HENDERSON & KOPLIK, LLP
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2019-01-01 | DEIRDRE HENDERSON | 2020-04-29 | ||
| 002 | 2018-01-01 | DEIRDRE HENDERSON | 2019-10-09 | ||
| 002 | 2017-01-01 | DEIRDRE HENDERSON | 2018-08-09 | ||
| 002 | 2016-01-01 | DEIRDRE HENDERSON | 2017-09-15 | ||
| 002 | 2015-01-01 | DEIRDRE HENDERSON | 2016-10-15 | ||
| 002 | 2014-01-01 | DEIRDRE HENDERSON | 2015-08-11 |
| Measure | Date | Value |
|---|---|---|
| 2019: HENDERSON & KOPLIK, LLP CASH BALANCE PLAN 2019 401k membership | ||
| Market value of plan assets | 2019-12-31 | 532,949 |
| Acturial value of plan assets | 2019-12-31 | 532,949 |
| 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 | 2,489 |
| Active participant vested funding target | 2019-12-31 | 556,868 |
| Number of active participants | 2019-12-31 | 2 |
| Total funding liabilities for active participants | 2019-12-31 | 556,868 |
| Total participant count | 2019-12-31 | 4 |
| Total funding target for all participants | 2019-12-31 | 559,357 |
| 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 | 40 |
| 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 | 40 |
| 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 | 39 |
| Total employer contributions | 2019-12-31 | 5,000 |
| 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 | 4,732 |
| 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 | 26,447 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 4,297 |
| Additional cash requirement | 2019-12-31 | 4,297 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 4,732 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| 2018: HENDERSON & KOPLIK, LLP CASH BALANCE PLAN 2018 401k membership | ||
| Market value of plan assets | 2018-12-31 | 601,783 |
| Acturial value of plan assets | 2018-12-31 | 601,783 |
| 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 | 2,221 |
| Active participant vested funding target | 2018-12-31 | 579,364 |
| Number of active participants | 2018-12-31 | 2 |
| Total funding liabilities for active participants | 2018-12-31 | 579,364 |
| Total participant count | 2018-12-31 | 4 |
| Total funding target for all participants | 2018-12-31 | 581,585 |
| 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 | 3,714 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 3,680 |
| Amount remaining of carryover balance | 2018-12-31 | 0 |
| Amount remaining of prefunding balance | 2018-12-31 | 34 |
| 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 | 40 |
| Total employer contributions | 2018-12-31 | 0 |
| 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 | 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 |
| Total funding amount beforereflecting carryover/prefunding balances | 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: HENDERSON & KOPLIK, LLP CASH BALANCE PLAN 2017 401k membership | ||
| Market value of plan assets | 2017-12-31 | 514,043 |
| Acturial value of plan assets | 2017-12-31 | 514,043 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
| Number of terminated vested participants | 2017-12-31 | 2 |
| Fundng target for terminated vested participants | 2017-12-31 | 1,771 |
| Active participant vested funding target | 2017-12-31 | 545,433 |
| Number of active participants | 2017-12-31 | 2 |
| Total funding liabilities for active participants | 2017-12-31 | 545,433 |
| Total participant count | 2017-12-31 | 4 |
| Total funding target for all participants | 2017-12-31 | 547,204 |
| 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 | 4,386 |
| 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 | 688 |
| Amount remaining of carryover balance | 2017-12-31 | 0 |
| Amount remaining of prefunding balance | 2017-12-31 | 3,698 |
| Present value of excess contributions | 2017-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| 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 | 3,714 |
| Total employer contributions | 2017-12-31 | 3,000 |
| 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 | 2,750 |
| 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 | 36,875 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 6,430 |
| 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 | 3,680 |
| Additional cash requirement | 2017-12-31 | 2,750 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 2,750 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| 2016: HENDERSON & KOPLIK, LLP CASH BALANCE PLAN 2016 401k membership | ||
| Market value of plan assets | 2016-12-31 | 503,990 |
| Acturial value of plan assets | 2016-12-31 | 503,990 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
| Number of terminated vested participants | 2016-12-31 | 0 |
| Fundng target for terminated vested participants | 2016-12-31 | 0 |
| Active participant vested funding target | 2016-12-31 | 507,041 |
| Number of active participants | 2016-12-31 | 4 |
| Total funding liabilities for active participants | 2016-12-31 | 507,041 |
| Total participant count | 2016-12-31 | 4 |
| Total funding target for all participants | 2016-12-31 | 507,041 |
| 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 | 3,000 |
| 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 | 3,000 |
| Present value of excess contributions | 2016-12-31 | 1,402 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 1,469 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 1,469 |
| 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 | 4,386 |
| Total employer contributions | 2016-12-31 | 1,421 |
| 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 | 1,228 |
| 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 | 492 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 7,437 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 1,916 |
| 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 | 688 |
| Additional cash requirement | 2016-12-31 | 1,228 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 1,228 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |