401k Plan data: OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN plan

OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN
Plan identification number	002

OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
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).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OTTINGER HEBERT, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: OTTINGER HEBERT, L.L.C.

Employer identification number (EIN): 721479666

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 PAUL J. HEBERT 2020-04-21
002 2018-01-01 PAUL J. HEBERT 2019-10-11
002 2017-01-01 PAUL J. HEBERT 2018-09-28
002 2016-01-01
002 2015-01-01
002 2014-01-01 LARRY HEBERT 2015-10-14
002 2013-01-01 PATRICK OTTINGER 2014-10-14
002 2012-01-01 PATRICK OTTINGER 2013-10-15
002 2011-01-01 PAUL J. HEBERT 2012-10-10
002 2010-01-01 PAUL J. HEBERT 2011-10-11
002 2009-01-01 PAUL J. HEBERT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01	PAUL J. HEBERT	2020-04-21
002	2018-01-01	PAUL J. HEBERT	2019-10-11
002	2017-01-01	PAUL J. HEBERT	2018-09-28
002	2016-01-01
002	2015-01-01
002	2014-01-01	LARRY HEBERT	2015-10-14
002	2013-01-01	PATRICK OTTINGER	2014-10-14
002	2012-01-01	PATRICK OTTINGER	2013-10-15
002	2011-01-01	PAUL J. HEBERT	2012-10-10
002	2010-01-01	PAUL J. HEBERT	2011-10-11
002	2009-01-01	PAUL J. HEBERT

Plan Statistics for OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN

Measure Date Value
2018: OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 3,830,579
Acturial value of plan assets 2018-12-31 3,830,579
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 8
Fundng target for terminated vested participants 2018-12-31 740,165
Active participant vested funding target 2018-12-31 3,094,548
Number of active participants 2018-12-31 18
Total funding liabilities for active participants 2018-12-31 3,094,548
Total participant count 2018-12-31 26
Total funding target for all participants 2018-12-31 3,834,713
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 1,853
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 1,951
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 98,097
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 90,550
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 0
Net shortfall amortization installment of oustanding balance 2018-12-31 4,133
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 4,378
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 4,378
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 90,550
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 3,462,109
Acturial value of plan assets 2017-12-31 3,462,109
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 5
Fundng target for terminated vested participants 2017-12-31 49,799
Active participant vested funding target 2017-12-31 3,561,842
Number of active participants 2017-12-31 21
Total funding liabilities for active participants 2017-12-31 3,561,842
Total participant count 2017-12-31 26
Total funding target for all participants 2017-12-31 3,611,641
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 2017-12-31 329,327
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 347,440
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 2017-12-31 116,000
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 2017-12-31 103,012
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 73,699
Net shortfall amortization installment of oustanding balance 2017-12-31 149,532
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 101,159
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 2017-12-31 101,159
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 103,012
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,917,918
Acturial value of plan assets 2016-12-31 2,917,918
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 10,465
Active participant vested funding target 2016-12-31 3,055,452
Number of active participants 2016-12-31 26
Total funding liabilities for active participants 2016-12-31 3,056,951
Total participant count 2016-12-31 28
Total funding target for all participants 2016-12-31 3,067,416
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 12,096
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 12,784
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 2016-12-31 470,977
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 2016-12-31 436,194
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 82,166
Net shortfall amortization installment of oustanding balance 2016-12-31 149,498
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 106,867
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 2016-12-31 106,867
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 436,194
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 18
Total participants 2009-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,830,579
Acturial value of plan assets	2018-12-31	3,830,579
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	8
Fundng target for terminated vested participants	2018-12-31	740,165
Active participant vested funding target	2018-12-31	3,094,548
Number of active participants	2018-12-31	18
Total funding liabilities for active participants	2018-12-31	3,094,548
Total participant count	2018-12-31	26
Total funding target for all participants	2018-12-31	3,834,713
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	1,853
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	1,951
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	98,097
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	90,550
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	4,133
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	4,378
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	4,378
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	90,550
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,462,109
Acturial value of plan assets	2017-12-31	3,462,109
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	5
Fundng target for terminated vested participants	2017-12-31	49,799
Active participant vested funding target	2017-12-31	3,561,842
Number of active participants	2017-12-31	21
Total funding liabilities for active participants	2017-12-31	3,561,842
Total participant count	2017-12-31	26
Total funding target for all participants	2017-12-31	3,611,641
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	329,327
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	347,440
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	116,000
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	103,012
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	73,699
Net shortfall amortization installment of oustanding balance	2017-12-31	149,532
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	101,159
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	101,159
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	103,012
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,917,918
Acturial value of plan assets	2016-12-31	2,917,918
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	10,465
Active participant vested funding target	2016-12-31	3,055,452
Number of active participants	2016-12-31	26
Total funding liabilities for active participants	2016-12-31	3,056,951
Total participant count	2016-12-31	28
Total funding target for all participants	2016-12-31	3,067,416
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	12,096
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	12,784
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	470,977
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	436,194
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	82,166
Net shortfall amortization installment of oustanding balance	2016-12-31	149,498
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	106,867
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	106,867
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	436,194
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	18
Total participants	2009-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN

Measure	Date	Value
2009 : OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN

2009: OTTINGER HEBERT, L.L.C. CASH BALANCE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OTTINGER HEBERT, L.L.C.
Employer identification number (EIN):	721479666
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers