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LAW OFFICES OF DAVID B. GARDNER DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameLAW OFFICES OF DAVID B. GARDNER DEFINED BENEFIT PENSION PLAN
Plan identification number 003

LAW OFFICES OF DAVID B. GARDNER DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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 OFFICES OF DAVID B. GARDNER has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF DAVID B. GARDNER
Employer identification number (EIN):953913766
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF DAVID B. GARDNER DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01DAVID B. GARDNER2023-10-12 DAVID B. GARDNER2023-10-12
0032021-01-01DAVID B. GARDER2022-09-21 DAVID B. GARDER2022-09-21
0032020-01-01DAVID B. GARDER2021-10-05 DAVID B. GARDNER2021-10-05
0032019-01-01

Plan Statistics for LAW OFFICES OF DAVID B. GARDNER DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for LAW OFFICES OF DAVID B. GARDNER DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: LAW OFFICES OF DAVID B. GARDNER DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3152,589
Acturial value of plan assets2022-12-3152,589
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-3153,721
Number of active participants2022-12-313
Total funding liabilities for active participants2022-12-3153,721
Total participant count2022-12-313
Total funding target for all participants2022-12-3153,721
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 contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
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 contributions2022-12-315,000
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 date2022-12-314,822
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 cost2022-12-31435
Net shortfall amortization installment of oustanding balance2022-12-311,132
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31540
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31540
Contributions allocatedtoward minimum required contributions for current year2022-12-314,822
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LAW OFFICES OF DAVID B. GARDNER DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3155,733
Acturial value of plan assets2021-12-3155,733
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 target2021-12-3150,894
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-3150,894
Total participant count2021-12-312
Total funding target for all participants2021-12-3150,894
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 contributions2021-12-310
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 date2021-12-310
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 cost2021-12-31319
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Total of all active and inactive participants2021-01-012
Total participants2021-01-012
2020: LAW OFFICES OF DAVID B. GARDNER DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3167,201
Acturial value of plan assets2020-12-3167,201
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-3148,273
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-3148,273
Total participant count2020-12-312
Total funding target for all participants2020-12-3148,273
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
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 cost2020-12-31275
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
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
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
2019: LAW OFFICES OF DAVID B. GARDNER DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-310
Acturial value of plan assets2019-12-310
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-310
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-312
Total funding target for all participants2019-12-310
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
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 contributions2019-12-3154,257
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 date2019-12-3152,788
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 cost2019-12-3150,289
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Waived amount of outstanding balance2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3150,289
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3150,289
Contributions allocatedtoward minimum required contributions for current year2019-12-3152,788
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310

Financial Data on LAW OFFICES OF DAVID B. GARDNER DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022 : LAW OFFICES OF DAVID B. GARDNER DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$1,860
Expenses. Total of all expenses incurred2022-12-31$4
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$57,589
Total plan assets at beginning of year2022-12-31$55,733
Value of fidelity bond covering the plan2022-12-31$200,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-3,140
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$1,856
Net plan assets at end of year (total assets less liabilities)2022-12-31$57,589
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$55,733
Assets. Value of assets in partnership/joint-venture interests2022-12-31$23,036
Total contributions received or receivable from employer(s)2022-12-31$5,000
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$4
2021 : LAW OFFICES OF DAVID B. GARDNER DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$-11,459
Expenses. Total of all expenses incurred2021-12-31$9
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$55,733
Total plan assets at beginning of year2021-12-31$67,201
Value of fidelity bond covering the plan2021-12-31$200,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-11,459
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-11,468
Net plan assets at end of year (total assets less liabilities)2021-12-31$55,733
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$67,201
Assets. Value of assets in partnership/joint-venture interests2021-12-31$22,293
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$9
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : LAW OFFICES OF DAVID B. GARDNER DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$12,944
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$67,201
Total plan assets at beginning of year2020-12-31$54,257
Value of fidelity bond covering the plan2020-12-31$200,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$12,944
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$12,944
Net plan assets at end of year (total assets less liabilities)2020-12-31$67,201
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$54,257
Assets. Value of assets in partnership/joint-venture interests2020-12-31$28,912
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0

Form 5500 Responses for LAW OFFICES OF DAVID B. GARDNER DEFINED BENEFIT PENSION PLAN

2022: LAW OFFICES OF DAVID B. GARDNER DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LAW OFFICES OF DAVID B. GARDNER DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LAW OFFICES OF DAVID B. GARDNER DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes

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