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LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameLAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN
Plan identification number 001

LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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 DONALD R. WARREN has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF DONALD R. WARREN
Employer identification number (EIN):721554445
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01DONALD R DONALD R2018-02-26
0012016-01-01DONALD R. WARREN DONALD R. WARREN2017-04-06
0012015-01-01DONALD R. WARREN DONALD R. WARREN2016-03-29
0012014-01-01DONALD WARREN DONALD WARREN2015-05-28
0012013-01-01DONALD WARREN DONALD WARREN2014-03-31
0012012-01-01DONALD WARREN DONALD WARREN2013-04-16
0012011-01-01DONALD WARREN DONALD WARREN2012-06-04

Plan Statistics for LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,671,658
Acturial value of plan assets2017-12-311,671,658
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 target2017-12-312,315,780
Number of active participants2017-12-311
Total funding liabilities for active participants2017-12-312,315,780
Total participant count2017-12-311
Total funding target for all participants2017-12-312,315,780
Balance at beginning of prior year after applicable adjustments2017-12-312,269
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3166,557
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 balance2017-12-312,269
Amount remaining of prefunding balance2017-12-3166,557
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-312,325
Balance of prefunding at beginning of current year2017-12-3168,201
Total employer contributions2017-12-311,200,000
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 date2017-12-311,202,820
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 cost2017-12-31257,309
Net shortfall amortization installment of oustanding balance2017-12-31718,527
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31375,300
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31375,300
Contributions allocatedtoward minimum required contributions for current year2017-12-311,202,820
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,590,760
Acturial value of plan assets2016-12-311,590,760
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-311,457,413
Number of active participants2016-12-311
Total funding liabilities for active participants2016-12-311,457,413
Total participant count2016-12-311
Total funding target for all participants2016-12-311,457,413
Balance at beginning of prior year after applicable adjustments2016-12-312,165
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3163,515
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 balance2016-12-312,165
Amount remaining of prefunding balance2016-12-3163,515
Present value of excess contributions2016-12-3165,293
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3165,293
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 year2016-12-312,269
Balance of prefunding at beginning of current year2016-12-3166,557
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 date2016-12-310
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 cost2016-12-317,944
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 year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017 : LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,283,718
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$2,874,478
Total plan assets at beginning of year2017-12-31$1,590,760
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$83,718
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,283,718
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,874,478
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,590,760
Total contributions received or receivable from employer(s)2017-12-31$1,200,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$38,582
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,590,760
Total plan assets at beginning of year2016-12-31$1,552,178
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$38,582
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$38,582
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,590,760
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,552,178
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$132,905
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,552,178
Total plan assets at beginning of year2015-12-31$1,419,273
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$67,905
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$132,905
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,552,178
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,419,273
Total contributions received or receivable from employer(s)2015-12-31$65,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$23,891
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,419,273
Total plan assets at beginning of year2014-12-31$1,395,382
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$23,891
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$23,891
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,419,273
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,395,382
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$47,144
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,395,382
Total plan assets at beginning of year2013-12-31$1,348,238
Other income received2013-12-31$17,144
Net income (gross income less expenses)2013-12-31$47,144
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,395,382
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,348,238
Total contributions received or receivable from employer(s)2013-12-31$30,000
2012 : LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$-19,376
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$1,348,238
Total plan assets at beginning of year2012-12-31$1,367,614
Other income received2012-12-31$-19,376
Net income (gross income less expenses)2012-12-31$-19,376
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,348,238
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,367,614
Total contributions received or receivable from employer(s)2012-12-31$0
2011 : LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$44,488
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$1,367,614
Total plan assets at beginning of year2011-12-31$1,323,126
Other income received2011-12-31$13,488
Net income (gross income less expenses)2011-12-31$44,488
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,367,614
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,323,126
Total contributions received or receivable from employer(s)2011-12-31$31,000

Form 5500 Responses for LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN

2017: LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAW OFFICES OF DONALD R. WARREN DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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