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THE LAW FIRM OF DOREEN A. GRAHAM, LLC CASH BALANCE PLAN 401k Plan overview

Plan NameTHE LAW FIRM OF DOREEN A. GRAHAM, LLC CASH BALANCE PLAN
Plan identification number 002

THE LAW FIRM OF DOREEN A. GRAHAM, LLC CASH BALANCE PLAN Benefits

401k Plan TypeDefined 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).

401k Sponsoring company profile

THE LAW FIRM OF DOREEN A. GRAHAM has sponsored the creation of one or more 401k plans.

Company Name:THE LAW FIRM OF DOREEN A. GRAHAM
Employer identification number (EIN):475394745
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW FIRM OF DOREEN A. GRAHAM, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01

Plan Statistics for THE LAW FIRM OF DOREEN A. GRAHAM, LLC CASH BALANCE PLAN

401k plan membership statisitcs for THE LAW FIRM OF DOREEN A. GRAHAM, LLC CASH BALANCE PLAN

Measure Date Value
2020: THE LAW FIRM OF DOREEN A. GRAHAM, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-31666,466
Acturial value of plan assets2020-12-31666,466
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-31557
Active participant vested funding target2020-12-31656,535
Number of active participants2020-12-311
Total funding liabilities for active participants2020-12-31656,535
Total participant count2020-12-312
Total funding target for all participants2020-12-31657,092
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
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 balance2020-12-310
Present value of excess contributions2020-12-31334
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31334
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
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 year2020-12-310
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 date2020-12-310
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 cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310

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