401k Plan data: GREGORY MESSER PLLC CASH BALANCE PLAN plan

GREGORY MESSER PLLC CASH BALANCE PLAN 401k Plan overview

Plan Name	GREGORY MESSER PLLC CASH BALANCE PLAN
Plan identification number	002

GREGORY MESSER PLLC CASH BALANCE PLAN Benefits

401k Plan Type

Defined 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).
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

LAW OFFICES OF GREGORY MESSER has sponsored the creation of one or more 401k plans.

Company Name: LAW OFFICES OF GREGORY MESSER

Employer identification number (EIN): 562348286

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREGORY MESSER PLLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 GREGORY MESSER 2023-09-28
002 2021-01-01 GREGORY MESSER 2022-09-29
002 2020-01-01 GREGORY MESSER 2021-11-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	GREGORY MESSER	2023-09-28
002	2021-01-01	GREGORY MESSER	2022-09-29
002	2020-01-01	GREGORY MESSER	2021-11-01

Plan Statistics for GREGORY MESSER PLLC CASH BALANCE PLAN

401k plan membership statisitcs for GREGORY MESSER PLLC CASH BALANCE PLAN

Measure Date Value
2022: GREGORY MESSER PLLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 519,669
Acturial value of plan assets 2022-12-31 519,669
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 535,144
Number of active participants 2022-12-31 3
Total funding liabilities for active participants 2022-12-31 535,144
Total participant count 2022-12-31 3
Total funding target for all participants 2022-12-31 535,144
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 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 4,343
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 4,581
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 1,430
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 1,430
Total employer contributions 2022-12-31 69,000
Total employee contributions 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 63,224
Unpaid minimum required contributions for all 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 0
Net shortfall amortization installment of oustanding balance 2022-12-31 15,475
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 1,430
Prefunding balance elected to use to offset funding requirement 2022-12-31 1,430
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 63,224
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: GREGORY MESSER PLLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 250,043
Acturial value of plan assets 2021-12-31 250,043
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 254,221
Number of active participants 2021-12-31 3
Total funding liabilities for active participants 2021-12-31 254,221
Total participant count 2021-12-31 3
Total funding target for all participants 2021-12-31 254,221
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 538
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 569
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 260,596
Total employee contributions 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 247,147
Unpaid minimum required contributions for all 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 2021-12-31 242,115
Net shortfall amortization installment of oustanding balance 2021-12-31 4,178
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 242,804
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 2021-12-31 242,804
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 247,147
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: GREGORY MESSER PLLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 0
Acturial value of plan assets 2020-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 0
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 0
Total participant count 2020-12-31 3
Total funding target for all participants 2020-12-31 0
Total employer contributions 2020-12-31 260,000
Total employee contributions 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 236,604
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 236,066
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 236,066
Additional cash requirement 2020-12-31 236,066
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 236,604
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0

Measure	Date	Value
2022: GREGORY MESSER PLLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	519,669
Acturial value of plan assets	2022-12-31	519,669
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	535,144
Number of active participants	2022-12-31	3
Total funding liabilities for active participants	2022-12-31	535,144
Total participant count	2022-12-31	3
Total funding target for all participants	2022-12-31	535,144
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	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	4,343
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	4,581
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	1,430
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	1,430
Total employer contributions	2022-12-31	69,000
Total employee contributions	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	63,224
Unpaid minimum required contributions for all 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	0
Net shortfall amortization installment of oustanding balance	2022-12-31	15,475
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	1,430
Prefunding balance elected to use to offset funding requirement	2022-12-31	1,430
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	63,224
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: GREGORY MESSER PLLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	250,043
Acturial value of plan assets	2021-12-31	250,043
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	254,221
Number of active participants	2021-12-31	3
Total funding liabilities for active participants	2021-12-31	254,221
Total participant count	2021-12-31	3
Total funding target for all participants	2021-12-31	254,221
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	538
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	569
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	260,596
Total employee contributions	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	247,147
Unpaid minimum required contributions for all 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	242,115
Net shortfall amortization installment of oustanding balance	2021-12-31	4,178
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	242,804
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	242,804
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	247,147
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: GREGORY MESSER PLLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	0
Acturial value of plan assets	2020-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	3
Total funding target for all participants	2020-12-31	0
Total employer contributions	2020-12-31	260,000
Total employee contributions	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	236,604
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	236,066
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	236,066
Additional cash requirement	2020-12-31	236,066
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	236,604
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0

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Company Name:	LAW OFFICES OF GREGORY MESSER
Employer identification number (EIN):	562348286
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers