401k Plan data: COHEN & OSTLER, APC RETIREMENT PLAN plan

COHEN & OSTLER, APC RETIREMENT PLAN 401k Plan overview

Plan Name	COHEN & OSTLER, APC RETIREMENT PLAN
Plan identification number	005

COHEN & OSTLER, APC RETIREMENT PLAN Benefits

401k Plan Type

Defined 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).
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

COHEN & OSTLER, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: COHEN & OSTLER, A PROFESSIONAL CORPORATION

Employer identification number (EIN): 770267026

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COHEN & OSTLER, APC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01 DAVID COHEN 2023-03-02
005 2021-01-01 DAVID COHEN 2022-07-01
005 2020-01-01 DAVID COHEN 2021-07-02
005 2018-01-01 DAVID COHEN 2019-06-24
005 2017-01-01 DAVID COHEN 2018-07-10
005 2016-01-01 DAVID COHEN 2017-05-22
005 2015-01-01 DAVID COHEN 2016-05-27
005 2013-01-01 DAVID COHEN 2014-05-05
005 2012-01-01 DAVID COHEN 2013-04-16
005 2011-01-01 DAVID COHEN 2012-04-26
005 2010-01-01 DAVID COHEN 2011-06-28 DAVID COHEN 2011-06-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2022-01-01	DAVID COHEN	2023-03-02
005	2021-01-01	DAVID COHEN	2022-07-01
005	2020-01-01	DAVID COHEN	2021-07-02
005	2018-01-01	DAVID COHEN	2019-06-24
005	2017-01-01	DAVID COHEN	2018-07-10
005	2016-01-01	DAVID COHEN	2017-05-22
005	2015-01-01	DAVID COHEN	2016-05-27
005	2013-01-01	DAVID COHEN	2014-05-05
005	2012-01-01	DAVID COHEN	2013-04-16
005	2011-01-01	DAVID COHEN	2012-04-26
005	2010-01-01	DAVID COHEN	2011-06-28	DAVID COHEN	2011-06-28

Plan Statistics for COHEN & OSTLER, APC RETIREMENT PLAN

401k plan membership statisitcs for COHEN & OSTLER, APC RETIREMENT PLAN

Measure Date Value
2022: COHEN & OSTLER, APC RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-07-01 2
Total number of particpants at end of year 2022-07-01 2
2021: COHEN & OSTLER, APC RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,462,923
Acturial value of plan assets 2021-12-31 2,462,923
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 1,927,167
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 1,927,167
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 1,927,167
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 108,360
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 2021-12-31 108,360
Present value of excess contributions 2021-12-31 489,439
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 489,439
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 2021-12-31 112,521
Total employer contributions 2021-12-31 300,000
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 2021-12-31 296,074
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 1,488
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 296,074
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: COHEN & OSTLER, APC RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,960,211
Acturial value of plan assets 2020-12-31 1,960,211
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 1,710,522
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 1,710,522
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 1,710,522
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 73,261
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 73,261
Present value of excess contributions 2020-12-31 249,956
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 249,956
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 30,000
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 108,360
Total employer contributions 2020-12-31 500,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 495,752
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from 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 2020-12-31 142,007
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 6,313
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 6,313
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 495,752
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: COHEN & OSTLER, APC RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,589,554
Acturial value of plan assets 2019-12-31 1,589,554
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 1,582,920
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 1,582,920
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 1,582,920
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 74,113
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 74,113
Present value of excess contributions 2019-12-31 151,266
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 151,266
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 73,261
Total employer contributions 2019-12-31 300,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 296,458
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 0
Net shortfall amortization installment of oustanding balance 2019-12-31 229,590
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 46,502
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 46,502
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 296,458
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: COHEN & OSTLER, APC RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,288,308
Acturial value of plan assets 2018-12-31 1,288,308
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 1,474,119
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 1,474,119
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 1,474,119
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 5,024
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 5,024
Present value of excess contributions 2018-12-31 68,966
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 68,966
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 68,966
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 74,113
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 2018-12-31 197,768
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 2018-12-31 264,030
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 46,502
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 46,502
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 197,768
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: COHEN & OSTLER, APC RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,213,048
Acturial value of plan assets 2017-12-31 1,213,048
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,320,660
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 1,320,660
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 1,320,660
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 97,977
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 93,022
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 4,955
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 5,024
Total employer contributions 2017-12-31 90,000
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 88,532
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 0
Net shortfall amortization installment of oustanding balance 2017-12-31 112,924
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 19,566
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 19,566
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 88,532
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: COHEN & OSTLER, APC RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,121,287
Acturial value of plan assets 2016-12-31 1,121,287
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,070,104
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 1,070,104
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 1,070,104
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 116,486
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 17,219
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 99,267
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 97,977
Total employer contributions 2016-12-31 63,000
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 62,698
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 2016-12-31 152,553
Net shortfall amortization installment of oustanding balance 2016-12-31 52,614
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 161,246
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 98,548
Additional cash requirement 2016-12-31 62,698
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 62,698
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: COHEN & OSTLER, APC RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-07-01	2
Total number of particpants at end of year	2022-07-01	2
2021: COHEN & OSTLER, APC RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,462,923
Acturial value of plan assets	2021-12-31	2,462,923
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	1,927,167
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	1,927,167
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	1,927,167
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	108,360
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	108,360
Present value of excess contributions	2021-12-31	489,439
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	489,439
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	112,521
Total employer contributions	2021-12-31	300,000
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	296,074
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	1,488
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	296,074
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: COHEN & OSTLER, APC RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,960,211
Acturial value of plan assets	2020-12-31	1,960,211
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	1,710,522
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	1,710,522
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	1,710,522
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	73,261
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	73,261
Present value of excess contributions	2020-12-31	249,956
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	249,956
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	30,000
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	108,360
Total employer contributions	2020-12-31	500,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	495,752
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from 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	142,007
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	6,313
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	6,313
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	495,752
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: COHEN & OSTLER, APC RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,589,554
Acturial value of plan assets	2019-12-31	1,589,554
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	1,582,920
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	1,582,920
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	1,582,920
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	74,113
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	74,113
Present value of excess contributions	2019-12-31	151,266
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	151,266
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	73,261
Total employer contributions	2019-12-31	300,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	296,458
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	229,590
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	46,502
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	46,502
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	296,458
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: COHEN & OSTLER, APC RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,288,308
Acturial value of plan assets	2018-12-31	1,288,308
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	1,474,119
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	1,474,119
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	1,474,119
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	5,024
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	5,024
Present value of excess contributions	2018-12-31	68,966
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	68,966
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	68,966
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	74,113
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	197,768
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	264,030
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	46,502
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	46,502
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	197,768
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: COHEN & OSTLER, APC RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,213,048
Acturial value of plan assets	2017-12-31	1,213,048
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,320,660
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	1,320,660
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	1,320,660
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	97,977
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	93,022
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	4,955
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	5,024
Total employer contributions	2017-12-31	90,000
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	88,532
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	0
Net shortfall amortization installment of oustanding balance	2017-12-31	112,924
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	19,566
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	19,566
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	88,532
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: COHEN & OSTLER, APC RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,121,287
Acturial value of plan assets	2016-12-31	1,121,287
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,070,104
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	1,070,104
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	1,070,104
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	116,486
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	17,219
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	99,267
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	97,977
Total employer contributions	2016-12-31	63,000
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	62,698
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	152,553
Net shortfall amortization installment of oustanding balance	2016-12-31	52,614
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	161,246
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	98,548
Additional cash requirement	2016-12-31	62,698
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	62,698
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on COHEN & OSTLER, APC RETIREMENT PLAN

Measure	Date	Value
2022 : COHEN & OSTLER, APC RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-07-01	0
Total liabilities as of the end of the plan year	2022-07-01	0
Total expenses incurred by plan in this plan year	2022-07-01	11691
Net assets as of the end of the plan year	2022-07-01	2762923
Total assets as of the beginning of the plan year	2022-07-01	2460211
Value of plan covered by a fidelity bond	2022-07-01	246022
Participant contributions to plan in this plan year	2022-07-01	0
Other expenses paid from plan in this plan year	2022-07-01	0
Other contributions to plan in this plan year	2022-07-01	0
Other income to plan in this plan year	2022-07-01	14403
Plan net income in this plan year	2022-07-01	302712
Net assets as of the end of the plan year	2022-07-01	2762923
Net assets as of the beginning of the plan year	2022-07-01	2460211
Employer contributions to plan in this plan year	2022-07-01	300000
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-01	11691

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Company Name:	COHEN & OSTLER, A PROFESSIONAL CORPORATION
Employer identification number (EIN):	770267026
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers