Logo

LAW OFFICE OF ROBERT BERKUN CASH BALANCE PLAN 401k Plan overview

Plan NameLAW OFFICE OF ROBERT BERKUN CASH BALANCE PLAN
Plan identification number 002

LAW OFFICE OF ROBERT BERKUN CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Plan 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.

401k Sponsoring company profile

LAW OFFICE OF ROBERT BERKUN, LLC has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF ROBERT BERKUN, LLC
Employer identification number (EIN):831087084
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF ROBERT BERKUN CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01ROBERT BERKUN2022-07-26 ROBERT BERKUN2022-07-26

Plan Statistics for LAW OFFICE OF ROBERT BERKUN CASH BALANCE PLAN

401k plan membership statisitcs for LAW OFFICE OF ROBERT BERKUN CASH BALANCE PLAN

Measure Date Value
2025: LAW OFFICE OF ROBERT BERKUN CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-106
Total number of particpants at end of year2025-10-106
2024: LAW OFFICE OF ROBERT BERKUN CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-115
Total number of particpants at end of year2024-10-114
2022: LAW OFFICE OF ROBERT BERKUN CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-31209,670
Acturial value of plan assets2022-12-31209,670
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-311,661
Active participant vested funding target2022-12-31186,573
Number of active participants2022-12-312
Total funding liabilities for active participants2022-12-31189,236
Total participant count2022-12-314
Total funding target for all participants2022-12-31190,897
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3119,262
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3120,302
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31197,895
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31187,908
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31156,982
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31138,209
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31138,209
Contributions allocatedtoward minimum required contributions for current year2022-12-31187,908
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: LAW OFFICE OF ROBERT BERKUN CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-310
Acturial value of plan assets2021-12-310
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-310
Number of active participants2021-12-317
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-317
Total funding target for all participants2021-12-310
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31212,162
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31198,928
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31179,666
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31179,666
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31179,666
Contributions allocatedtoward minimum required contributions for current year2021-12-31198,928
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310

Financial Data on LAW OFFICE OF ROBERT BERKUN CASH BALANCE PLAN

Measure Date Value
2025 : LAW OFFICE OF ROBERT BERKUN CASH BALANCE PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-100
Net assets as of the end of the plan year2025-10-10989554
Total assets as of the beginning of the plan year2025-10-10635030
Other income to plan in this plan year2025-10-1054524
Plan net income in this plan year2025-10-10354524
Net assets as of the end of the plan year2025-10-10989554
Net assets as of the beginning of the plan year2025-10-10635030
Employer contributions to plan in this plan year2025-10-10300000
2024 : LAW OFFICE OF ROBERT BERKUN CASH BALANCE PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-110
Net assets as of the end of the plan year2024-10-11635030
Total assets as of the beginning of the plan year2024-10-11397984
Participant contributions to plan in this plan year2024-10-110
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-1134941
Plan net income in this plan year2024-10-11237046
Net assets as of the end of the plan year2024-10-11635030
Net assets as of the beginning of the plan year2024-10-11397984
Employer contributions to plan in this plan year2024-10-11202105

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup