401k Plan data: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN plan

THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN
Plan identification number	002

THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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.
Life insurance

401k Sponsoring company profile

THE ROTUNDA GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: THE ROTUNDA GROUP, LLC

Employer identification number (EIN): 760730114

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2013-01-01 TIMOTHY R. CORRIGAN
002 2012-01-01 TIMOTHY R. CORRIGAN
002 2011-01-01 TIMOTHY R. CORRIGAN
002 2010-01-01 TIMOTHY R. CORRIGAN 2011-10-13

Plan Statistics for THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2021: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,276,043
Acturial value of plan assets 2021-12-31 2,276,043
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 1,698,717
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 1,698,717
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 1,698,717
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 229,964
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 229,964
Present value of excess contributions 2021-12-31 268,839
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 268,839
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 221,248
Total employer contributions 2021-12-31 275,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 265,125
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from 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 21,659
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 265,125
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,762,550
Acturial value of plan assets 2020-12-31 1,762,550
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 1,586,748
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 1,586,748
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 1,586,748
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 203,652
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 203,652
Present value of excess contributions 2020-12-31 116,897
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 116,897
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 229,964
Total employer contributions 2020-12-31 300,000
Total employee contributions 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 290,205
Unpaid minimum required contributions for all prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 21,366
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 21,366
Additional cash requirement 2020-12-31 21,366
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 290,205
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,627,260
Acturial value of plan assets 2019-12-31 1,627,260
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,318,173
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 1,318,173
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 1,318,173
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 207,893
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 207,893
Present value of excess contributions 2019-12-31 193,661
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 193,661
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 203,652
Total employer contributions 2019-12-31 200,000
Total employee contributions 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 193,880
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 171,633
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 76,983
Additional cash requirement 2019-12-31 76,983
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 193,880
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,254,745
Acturial value of plan assets 2018-12-31 1,254,745
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 866,757
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 866,757
Total participant count 2018-12-31 3
Total funding target for all participants 2018-12-31 866,757
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 195,333
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 2018-12-31 195,333
Present value of excess contributions 2018-12-31 240,958
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 240,958
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 2018-12-31 207,893
Total employer contributions 2018-12-31 200,000
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 2018-12-31 193,661
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 22,544
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 193,661
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,733,866
Acturial value of plan assets 2017-12-31 1,733,866
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 521,927
Active participant vested funding target 2017-12-31 706,749
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 706,749
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 1,228,676
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 198,368
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 198,368
Present value of excess contributions 2017-12-31 410,755
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 410,755
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 195,333
Total employer contributions 2017-12-31 250,284
Total employee contributions 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 240,958
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 90,860
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 240,958
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,522,070
Acturial value of plan assets 2016-12-31 1,522,070
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 357,666
Active participant vested funding target 2016-12-31 1,066,321
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 1,066,321
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 1,423,987
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 201,553
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 201,553
Present value of excess contributions 2016-12-31 51,490
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 51,490
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 198,368
Total employer contributions 2016-12-31 551,100
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 541,346
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 86,074
Net shortfall amortization installment of oustanding balance 2016-12-31 215,416
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 130,591
Additional cash requirement 2016-12-31 130,591
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 541,346
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2013: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2021: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,276,043
Acturial value of plan assets	2021-12-31	2,276,043
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	1,698,717
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	1,698,717
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	1,698,717
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	229,964
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	229,964
Present value of excess contributions	2021-12-31	268,839
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	268,839
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	221,248
Total employer contributions	2021-12-31	275,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	265,125
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from 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	21,659
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	265,125
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,762,550
Acturial value of plan assets	2020-12-31	1,762,550
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	1,586,748
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	1,586,748
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	1,586,748
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	203,652
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	203,652
Present value of excess contributions	2020-12-31	116,897
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	116,897
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	229,964
Total employer contributions	2020-12-31	300,000
Total employee contributions	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	290,205
Unpaid minimum required contributions for all prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	21,366
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	21,366
Additional cash requirement	2020-12-31	21,366
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	290,205
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,627,260
Acturial value of plan assets	2019-12-31	1,627,260
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,318,173
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	1,318,173
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	1,318,173
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	207,893
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	207,893
Present value of excess contributions	2019-12-31	193,661
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	193,661
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	203,652
Total employer contributions	2019-12-31	200,000
Total employee contributions	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	193,880
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	171,633
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	76,983
Additional cash requirement	2019-12-31	76,983
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	193,880
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,254,745
Acturial value of plan assets	2018-12-31	1,254,745
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	866,757
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	866,757
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	866,757
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	195,333
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	195,333
Present value of excess contributions	2018-12-31	240,958
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	240,958
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	207,893
Total employer contributions	2018-12-31	200,000
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	193,661
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	22,544
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	193,661
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,733,866
Acturial value of plan assets	2017-12-31	1,733,866
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	521,927
Active participant vested funding target	2017-12-31	706,749
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	706,749
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	1,228,676
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	198,368
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	198,368
Present value of excess contributions	2017-12-31	410,755
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	410,755
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	195,333
Total employer contributions	2017-12-31	250,284
Total employee contributions	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	240,958
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	90,860
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	240,958
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,522,070
Acturial value of plan assets	2016-12-31	1,522,070
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	357,666
Active participant vested funding target	2016-12-31	1,066,321
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	1,066,321
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	1,423,987
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	201,553
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	201,553
Present value of excess contributions	2016-12-31	51,490
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	51,490
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	198,368
Total employer contributions	2016-12-31	551,100
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	541,346
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	86,074
Net shortfall amortization installment of oustanding balance	2016-12-31	215,416
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	130,591
Additional cash requirement	2016-12-31	130,591
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	541,346
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2013: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2013 : THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$242,133
Expenses. Total of all expenses incurred	2013-12-31	$70,775
Benefits paid (including direct rollovers)	2013-12-31	$59,674
Total plan assets at end of year	2013-12-31	$1,125,838
Total plan assets at beginning of year	2013-12-31	$954,480
Value of fidelity bond covering the plan	2013-12-31	$180,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$170
Other income received	2013-12-31	$41,751
Net income (gross income less expenses)	2013-12-31	$171,358
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,125,838
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$954,480
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$937,456
Total contributions received or receivable from employer(s)	2013-12-31	$200,382
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$10,931
2012 : THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$209,920
Expenses. Total of all expenses incurred	2012-12-31	$8,874
Total plan assets at end of year	2012-12-31	$954,426
Total plan assets at beginning of year	2012-12-31	$753,380
Value of fidelity bond covering the plan	2012-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$112
Other income received	2012-12-31	$-3,586
Net income (gross income less expenses)	2012-12-31	$201,046
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$954,426
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$753,380
Total contributions received or receivable from employer(s)	2012-12-31	$213,506
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$8,762
2011 : THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$160,589
Expenses. Total of all expenses incurred	2011-12-31	$7,409
Total plan assets at end of year	2011-12-31	$753,380
Total plan assets at beginning of year	2011-12-31	$600,200
Value of fidelity bond covering the plan	2011-12-31	$80,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$256
Other income received	2011-12-31	$-44,662
Net income (gross income less expenses)	2011-12-31	$153,180
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$753,380
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$600,200
Total contributions received or receivable from employer(s)	2011-12-31	$205,251
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$7,153

Form 5500 Responses for THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN

2013: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE ROTUNDA GROUP, LLC DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

Policy instance

Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	BRUCE GEIDEIN

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

Policy instance

Number of Individuals Covered	4
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $104,978
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,351
Insurance broker organization code?	3
Insurance broker name	BRUCE GEIDEIN

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

Policy instance

Number of Individuals Covered	4
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,939
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $104,978
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	THE ROTUNDA GROUP, LLC
Employer identification number (EIN):	760730114
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2013-01-01	TIMOTHY R. CORRIGAN
002	2012-01-01	TIMOTHY R. CORRIGAN
002	2011-01-01	TIMOTHY R. CORRIGAN
002	2010-01-01	TIMOTHY R. CORRIGAN	2011-10-13