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LAW OFFICE OF DAVID H. POLLACK, LLC CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameLAW OFFICE OF DAVID H. POLLACK, LLC CASH BALANCE PENSION PLAN
Plan identification number 002

LAW OFFICE OF DAVID H. POLLACK, LLC CASH BALANCE PENSION 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).
  • 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 OFFICE OF DAVID H. POLLACK has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF DAVID H. POLLACK
Employer identification number (EIN):650683814
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF DAVID H. POLLACK, LLC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DAVID POLLACK2024-09-22
0022022-01-01DAVID POLLACK2023-08-23
0022021-01-01DAVID POLLACK2022-07-14
0022020-01-01DAVID POLLACK2021-10-14
0022019-01-01DAVID POLLACK2020-10-15
0022018-01-01DAVID POLLACK2019-10-14
0022017-01-01DAVID POLLACK2018-10-15
0022016-01-01DAVID POLLACK2018-01-22

Financial Data on LAW OFFICE OF DAVID H. POLLACK, LLC CASH BALANCE PENSION PLAN

Measure Date Value
2025 : LAW OFFICE OF DAVID H. POLLACK, LLC CASH BALANCE PENSION PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-08-260
Total liabilities as of the beginning of the plan year2025-08-260
Total expenses incurred by plan in this plan year2025-08-2610892
Net assets as of the end of the plan year2025-08-26607314
Total assets as of the beginning of the plan year2025-08-26567075
Value of plan covered by a fidelity bond2025-08-26200000
Participant contributions to plan in this plan year2025-08-260
Other contributions to plan in this plan year2025-08-260
Other income to plan in this plan year2025-08-2651131
Plan net income in this plan year2025-08-2640239
Net assets as of the end of the plan year2025-08-26607314
Net assets as of the beginning of the plan year2025-08-26567075
Employer contributions to plan in this plan year2025-08-260
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-265265
2024 : LAW OFFICE OF DAVID H. POLLACK, LLC CASH BALANCE PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-220
Total liabilities as of the end of the plan year2024-09-220
Total liabilities as of the beginning of the plan year2024-09-220
Total expenses incurred by plan in this plan year2024-09-223478
Net assets as of the end of the plan year2024-09-22567075
Total assets as of the beginning of the plan year2024-09-22415820
Value of plan covered by a fidelity bond2024-09-22200000
Participant contributions to plan in this plan year2024-09-220
Other expenses paid from plan in this plan year2024-09-220
Other contributions to plan in this plan year2024-09-220
Other income to plan in this plan year2024-09-2254733
Plan net income in this plan year2024-09-22151255
Net assets as of the end of the plan year2024-09-22567075
Net assets as of the beginning of the plan year2024-09-22415820
Employer contributions to plan in this plan year2024-09-22100000
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-223478

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