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LAW OFFICE OF JOHN M. URBAN DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameLAW OFFICE OF JOHN M. URBAN DEFINED BENEFIT PENSION PLAN
Plan identification number 002

LAW OFFICE OF JOHN M. URBAN DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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 JOHN M. URBAN has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF JOHN M. URBAN
Employer identification number (EIN):953455519
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF JOHN M. URBAN DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01JOHN URBAN2021-04-29
0022019-01-01JOHN URBAN2020-04-14
0022018-01-01JOHN URBAN2019-06-24
0022017-01-01JOHN URBAN2018-09-28
0022016-01-01JOHN URBAN2017-09-11
0022015-01-01JOHN URBAN2016-05-26
0022014-01-01JOHN URBAN2015-08-26
0022013-01-01JOHN URBAN2014-08-29
0022012-01-01JOHN URBAN2013-09-03
0022011-01-01JOHN URBAN2012-04-12
0022010-01-01JOHN URBAN2011-10-12

Plan Statistics for LAW OFFICE OF JOHN M. URBAN DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for LAW OFFICE OF JOHN M. URBAN DEFINED BENEFIT PENSION PLAN

Measure Date Value
2020: LAW OFFICE OF JOHN M. URBAN DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,072,025
Acturial value of plan assets2020-12-312,072,025
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-3112,182
Active participant vested funding target2020-12-311,288,625
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-311,290,656
Total participant count2020-12-314
Total funding target for all participants2020-12-311,302,838
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3128,683
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3130,215
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: LAW OFFICE OF JOHN M. URBAN DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,732,517
Acturial value of plan assets2019-12-311,732,517
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-312,426
Active participant vested funding target2019-12-311,276,599
Number of active participants2019-12-313
Total funding liabilities for active participants2019-12-311,277,448
Total participant count2019-12-314
Total funding target for all participants2019-12-311,279,874
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3174,472
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3178,598
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3130,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3128,683
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,530
Net shortfall amortization installment of oustanding balance2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3128,683
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: LAW OFFICE OF JOHN M. URBAN DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,777,413
Acturial value of plan assets2018-12-311,777,413
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-312,107
Active participant vested funding target2018-12-311,134,481
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-311,134,481
Total participant count2018-12-313
Total funding target for all participants2018-12-311,136,588
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3118,676
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3119,679
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3180,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3174,472
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3155,569
Net shortfall amortization installment of oustanding balance2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3174,472
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: LAW OFFICE OF JOHN M. URBAN DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,644,930
Acturial value of plan assets2017-12-311,644,930
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-311,876
Active participant vested funding target2017-12-311,230,036
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-311,230,621
Total participant count2017-12-314
Total funding target for all participants2017-12-311,232,497
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3142,539
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3144,836
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3120,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3118,676
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3187,228
Net shortfall amortization installment of oustanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3118,676
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: LAW OFFICE OF JOHN M. URBAN DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,473,855
Acturial value of plan assets2016-12-311,473,855
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-311,670
Active participant vested funding target2016-12-311,073,075
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-311,073,840
Total participant count2016-12-314
Total funding target for all participants2016-12-311,075,510
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31191,364
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31201,755
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3145,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3142,539
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3195,223
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3142,539
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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