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ROBERT J. SEHR, JR., A P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameROBERT J. SEHR, JR., A P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

ROBERT J. SEHR, JR., A P.C. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBERT J. SEHR, JR., A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J. SEHR, JR., A PROFESSIONAL CORPORATION
Employer identification number (EIN):680070655
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. SEHR, JR., A P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01ROBERT J. SEHR2021-06-07 ROBERT J. SEHR2021-06-07
0012018-01-01ROBERT J. SEHR2019-09-27 ROBERT J. SEHR2019-09-27
0012017-01-01ROBERT J. SEHR2018-10-03 ROBERT J. SEHR2018-10-03
0012016-01-01ROBERT J. SEHR2017-10-12 ROBERT J. SEHR2017-10-12
0012015-01-01ROBERT J. SEHR2016-10-11 ROBERT J. SEHR2016-10-11
0012015-01-01ROBERT J. SEHR2016-10-12 ROBERT J. SEHR2016-10-12
0012014-01-01ROBERT J. SEHR, JR.2015-10-01 ROBERT J. SEHR, JR.2015-10-01
0012013-01-01ROBERT J. SEHR, JR.2014-10-07 ROBERT J. SEHR, JR.2014-10-07
0012012-01-01ROBERT J. SEHR, JR.2013-09-05 ROBERT J. SEHR, JR.2013-09-05
0012011-01-01ROBERT J. SEHR, JR.2012-10-04 ROBERT J. SEHR, JR.2012-10-04
0012010-01-01ROBERT J. SEHR, JR.2011-10-03 ROBERT J. SEHR, JR.2011-10-03

Plan Statistics for ROBERT J. SEHR, JR., A P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ROBERT J. SEHR, JR., A P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2019: ROBERT J. SEHR, JR., A P.C. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,697,562
Acturial value of plan assets2019-12-311,697,562
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-313,275
Active participant vested funding target2019-12-311,151,442
Number of active participants2019-12-317
Total funding liabilities for active participants2019-12-311,151,853
Total participant count2019-12-318
Total funding target for all participants2019-12-311,155,128
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3187,658
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3192,435
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3169,350
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3167,805
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3167,805
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: ROBERT J. SEHR, JR., A P.C. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,698,987
Acturial value of plan assets2018-12-311,698,987
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,134,764
Number of active participants2018-12-310
Total funding liabilities for active participants2018-12-311,135,929
Total participant count2018-12-310
Total funding target for all participants2018-12-311,135,929
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3173,672
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3177,709
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3191,250
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3187,658
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3187,658
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: ROBERT J. SEHR, JR., A P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,481,363
Acturial value of plan assets2017-12-311,481,363
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31852,850
Number of active participants2017-12-317
Total funding liabilities for active participants2017-12-31852,850
Total participant count2017-12-317
Total funding target for all participants2017-12-31852,850
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3185,086
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3189,834
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3175,500
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3173,672
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31198,154
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3173,672
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: ROBERT J. SEHR, JR., A P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,357,569
Acturial value of plan assets2016-12-311,357,569
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-3117,380
Active participant vested funding target2016-12-31834,309
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-31834,309
Total participant count2016-12-315
Total funding target for all participants2016-12-31851,689
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3185,022
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3189,979
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3187,600
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3185,086
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3185,086
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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