401k Plan data: LAW OFFICES OF JONATHAN J WERNER CASH BALANCE PLAN plan

LAW OFFICES OF JONATHAN J WERNER CASH BALANCE PLAN 401k Plan overview

Plan Name	LAW OFFICES OF JONATHAN J WERNER CASH BALANCE PLAN
Plan identification number	003

LAW OFFICES OF JONATHAN J WERNER CASH BALANCE PLAN Benefits

401k Plan Type

Defined 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).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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.

401k Sponsoring company profile

LAW OFFICES OF JONATHAN J. WERNER has sponsored the creation of one or more 401k plans.

Company Name: LAW OFFICES OF JONATHAN J. WERNER

Employer identification number (EIN): 943200409

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF JONATHAN J WERNER CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 CRAIG SCHILLER 2013-11-19 CRAIG SCHILLER 2013-11-19
003 2011-01-01 CRAIG SCHILLER 2012-10-11 CRAIG SCHILLER 2012-10-11
003 2010-01-01 CRAIG SCHILLER 2011-10-10 CRAIG SCHILLER 2011-10-10

Financial Data on LAW OFFICES OF JONATHAN J WERNER CASH BALANCE PLAN

Measure	Date	Value
2022 : LAW OFFICES OF JONATHAN J WERNER CASH BALANCE PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-10-18	0
Total liabilities as of the end of the plan year	2022-10-18	0
Total liabilities as of the beginning of the plan year	2022-10-18	0
Total expenses incurred by plan in this plan year	2022-10-18	50000
Net assets as of the end of the plan year	2022-10-18	2806315
Total assets as of the beginning of the plan year	2022-10-18	2609072
Value of plan covered by a fidelity bond	2022-10-18	500000
Participant contributions to plan in this plan year	2022-10-18	0
Other expenses paid from plan in this plan year	2022-10-18	0
Other contributions to plan in this plan year	2022-10-18	0
Other income to plan in this plan year	2022-10-18	247243
Plan net income in this plan year	2022-10-18	197243
Net assets as of the end of the plan year	2022-10-18	2806315
Net assets as of the beginning of the plan year	2022-10-18	2609072
Employer contributions to plan in this plan year	2022-10-18	0
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-18	0

Potentially related plans

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Company Name:	LAW OFFICES OF JONATHAN J. WERNER
Employer identification number (EIN):	943200409
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	CRAIG SCHILLER	2013-11-19	CRAIG SCHILLER	2013-11-19
003	2011-01-01	CRAIG SCHILLER	2012-10-11	CRAIG SCHILLER	2012-10-11
003	2010-01-01	CRAIG SCHILLER	2011-10-10	CRAIG SCHILLER	2011-10-10