401k Plan data: LAW OFFICES OF MALLISON AND MARTINEZ CASH BALANCE PLAN plan

LAW OFFICES OF MALLISON AND MARTINEZ CASH BALANCE PLAN 401k Plan overview

Plan Name	LAW OFFICES OF MALLISON AND MARTINEZ CASH BALANCE PLAN
Plan identification number	002

LAW OFFICES OF MALLISON AND MARTINEZ CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan covering Self-Employed individuals.
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

MALLISON & MARTINEZ has sponsored the creation of one or more 401k plans.

Company Name: MALLISON & MARTINEZ

Employer identification number (EIN): 870777560

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF MALLISON AND MARTINEZ CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2021-01-01
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01

Financial Data on LAW OFFICES OF MALLISON AND MARTINEZ CASH BALANCE PLAN

Measure	Date	Value
2025 : LAW OFFICES OF MALLISON AND MARTINEZ CASH BALANCE PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-07	5368
Net assets as of the end of the plan year	2025-10-07	501818
Total assets as of the beginning of the plan year	2025-10-07	433787
Value of plan covered by a fidelity bond	2025-10-07	50182
Participant contributions to plan in this plan year	2025-10-07	0
Other expenses paid from plan in this plan year	2025-10-07	5368
Other income to plan in this plan year	2025-10-07	23399
Plan net income in this plan year	2025-10-07	68031
Net assets as of the end of the plan year	2025-10-07	501818
Net assets as of the beginning of the plan year	2025-10-07	433787
Employer contributions to plan in this plan year	2025-10-07	50000
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-07	0
2024 : LAW OFFICES OF MALLISON AND MARTINEZ CASH BALANCE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-03	4118
Net assets as of the end of the plan year	2024-10-03	433787
Total assets as of the beginning of the plan year	2024-10-03	388651
Value of plan covered by a fidelity bond	2024-10-03	43379
Other expenses paid from plan in this plan year	2024-10-03	4118
Other income to plan in this plan year	2024-10-03	34760
Plan net income in this plan year	2024-10-03	45136
Net assets as of the end of the plan year	2024-10-03	433787
Net assets as of the beginning of the plan year	2024-10-03	388651
Employer contributions to plan in this plan year	2024-10-03	14494

Potentially related plans

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Company Name:	MALLISON & MARTINEZ
Employer identification number (EIN):	870777560
NAIC Classification:	541600

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2021-01-01
002	2020-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01