DANIEL L. BELL CO., LPA CASH BALANCE PLAN 401k Plan overview

DANIEL L. BELL CO., LPA CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	DANIEL L. BELL CO., LPA
Employer identification number (EIN):	462330940
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Additional information about DANIEL L. BELL CO., LPA

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2013-04-01
Company Identification Number:	2183252
Legal Registered Office Address:	2939 WALNUT RIDGE RD - AKRON United States of America (USA) 44333

More information about DANIEL L. BELL CO., LPA

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01
002	2017-01-01
002	2016-01-01	DANIEL BELL	2017-06-07
002	2015-01-01	DANIEL BELL	2016-06-07
002	2014-01-01	DANIEL BELL	2015-06-23

Plan Statistics for DANIEL L. BELL CO., LPA CASH BALANCE PLAN

Measure	Date	Value
2018: DANIEL L. BELL CO., LPA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-08-01	627,640
Acturial value of plan assets	2018-08-01	627,640
Funding target for retired participants and beneficiaries receiving payment	2018-08-01	0
Number of terminated vested participants	2018-08-01	0
Fundng target for terminated vested participants	2018-08-01	0
Active participant vested funding target	2018-08-01	519,288
Number of active participants	2018-08-01	2
Total funding liabilities for active participants	2018-08-01	519,288
Total participant count	2018-08-01	2
Total funding target for all participants	2018-08-01	519,288
Balance at beginning of prior year after applicable adjustments	2018-08-01	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-08-01	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-08-01	0
Prefunding balanced used to offset prior years funding requirement	2018-08-01	0
Amount remaining of carryover balance	2018-08-01	0
Amount remaining of prefunding balance	2018-08-01	0
Present value of excess contributions	2018-08-01	75,013
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-08-01	79,304
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-08-01	0
Reductions in caryover balances due to elections or deemed elections	2018-08-01	0
Reductions in prefunding balances due to elections or deemed elections	2018-08-01	0
Balance of carryovers at beginning of current year	2018-08-01	0
Balance of prefunding at beginning of current year	2018-08-01	0
Total employer contributions	2018-08-01	0
Total employee contributions	2018-08-01	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-08-01	0
Contributions made to avoid restrictions adjusted to valuation date	2018-08-01	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-08-01	0
Unpaid minimum required contributions for all prior years	2018-08-01	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-08-01	0
Remaining amount of unpaid minimum required contributions	2018-08-01	0
Minimum required contributions for current year target normal cost	2018-08-01	0
Net shortfall amortization installment of oustanding balance	2018-08-01	0
Waiver amortization installment	2018-08-01	0
Total funding amount beforereflecting carryover/prefunding balances	2018-08-01	0
Carryover balance elected to use to offset funding requirement	2018-08-01	0
Prefunding balance elected to use to offset funding requirement	2018-08-01	0
Additional cash requirement	2018-08-01	0
Contributions allocatedtoward minimum required contributions for current year	2018-08-01	0
Unpaid minimum required contributions for current year	2018-08-01	0
Unpaid minimum required contributions for all years	2018-08-01	0
2017: DANIEL L. BELL CO., LPA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	531,210
Acturial value of plan assets	2017-12-31	531,210
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	419,601
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	419,601
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	419,601
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	0
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	0
Present value of excess contributions	2017-12-31	70,100
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	70,100
Total available prior years excess cotributions added 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	0
Total employer contributions	2017-12-31	98,000
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	96,415
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	133,011
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	21,402
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	21,402
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	96,415
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DANIEL L. BELL CO., LPA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	364,682
Acturial value of plan assets	2016-12-31	364,682
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	279,866
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	279,866
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	279,866
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	0
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	0
Present value of excess contributions	2016-12-31	70,371
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	70,371
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	0
Total employer contributions	2016-12-31	120,000
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	119,154
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	133,870
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	49,054
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	49,054
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	119,154
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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