LAW OFFICES OF FRANCIS W. BLOOM has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: BLOOM RETIREMENT PLAN 2022 401k membership |
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Market value of plan assets | 2022-06-08 | 1,116,759 |
Acturial value of plan assets | 2022-06-08 | 1,116,759 |
Funding target for retired participants and beneficiaries receiving payment | 2022-06-08 | 0 |
Number of terminated vested participants | 2022-06-08 | 0 |
Fundng target for terminated vested participants | 2022-06-08 | 0 |
Active participant vested funding target | 2022-06-08 | 852,743 |
Number of active participants | 2022-06-08 | 2 |
Total funding liabilities for active participants | 2022-06-08 | 854,937 |
Total participant count | 2022-06-08 | 2 |
Total funding target for all participants | 2022-06-08 | 854,937 |
Amount remaining of carryover balance | 2022-06-08 | 0 |
Amount remaining of prefunding balance | 2022-06-08 | 0 |
Balance of carryovers at beginning of current year | 2022-06-08 | 0 |
Balance of prefunding at beginning of current year | 2022-06-08 | 0 |
Total employer contributions | 2022-06-08 | 0 |
Total employee contributions | 2022-06-08 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-06-08 | 0 |
Minimum required contributions for current year target normal cost | 2022-06-08 | 73,806 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-06-08 | 0 |
Additional cash requirement | 2022-06-08 | 0 |
Unpaid minimum required contributions for current year | 2022-06-08 | 0 |
Unpaid minimum required contributions for all years | 2022-06-08 | 0 |
2021: BLOOM RETIREMENT PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 1,117,733 |
Acturial value of plan assets | 2021-12-31 | 1,117,733 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 0 |
Fundng target for terminated vested participants | 2021-12-31 | 0 |
Active participant vested funding target | 2021-12-31 | 769,857 |
Number of active participants | 2021-12-31 | 2 |
Total funding liabilities for active participants | 2021-12-31 | 771,506 |
Total participant count | 2021-12-31 | 2 |
Total funding target for all participants | 2021-12-31 | 771,506 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 72,445 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: BLOOM RETIREMENT PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 1,101,145 |
Acturial value of plan assets | 2020-12-31 | 1,101,145 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 0 |
Fundng target for terminated vested participants | 2020-12-31 | 0 |
Active participant vested funding target | 2020-12-31 | 711,739 |
Number of active participants | 2020-12-31 | 2 |
Total funding liabilities for active participants | 2020-12-31 | 714,738 |
Total participant count | 2020-12-31 | 2 |
Total funding target for all participants | 2020-12-31 | 714,738 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 299,492 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 315,066 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 91,454 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: BLOOM RETIREMENT PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 777,936 |
Acturial value of plan assets | 2019-12-31 | 777,936 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 0 |
Fundng target for terminated vested participants | 2019-12-31 | 0 |
Active participant vested funding target | 2019-12-31 | 640,049 |
Number of active participants | 2019-12-31 | 2 |
Total funding liabilities for active participants | 2019-12-31 | 641,552 |
Total participant count | 2019-12-31 | 2 |
Total funding target for all participants | 2019-12-31 | 641,552 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 102,433 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 108,067 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 300,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 299,492 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 82,804 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 299,492 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: BLOOM RETIREMENT PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 659,554 |
Acturial value of plan assets | 2018-12-31 | 659,554 |
Active participant vested funding target | 2018-12-31 | 572,909 |
Number of active participants | 2018-12-31 | 2 |
Total funding liabilities for active participants | 2018-12-31 | 573,659 |
Total participant count | 2018-12-31 | 2 |
Total funding target for all participants | 2018-12-31 | 573,659 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 51,904 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 51,904 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 100,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 102,433 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 72,969 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 102,433 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: BLOOM RETIREMENT PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 602,232 |
Acturial value of plan assets | 2017-12-31 | 602,232 |
Active participant vested funding target | 2017-12-31 | 494,894 |
Number of active participants | 2017-12-31 | 2 |
Total funding liabilities for active participants | 2017-12-31 | 494,894 |
Total participant count | 2017-12-31 | 2 |
Total funding target for all participants | 2017-12-31 | 494,894 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 122,938 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 130,191 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 50,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 51,904 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 70,640 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 51,904 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: BLOOM RETIREMENT PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 392,104 |
Acturial value of plan assets | 2016-12-31 | 392,104 |
Active participant vested funding target | 2016-12-31 | 238,741 |
Number of active participants | 2016-12-31 | 2 |
Total funding liabilities for active participants | 2016-12-31 | 239,109 |
Total participant count | 2016-12-31 | 2 |
Total funding target for all participants | 2016-12-31 | 239,109 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 335,676 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 356,488 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 202,380 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 207,956 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 238,013 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 85,018 |
Additional cash requirement | 2016-12-31 | 85,018 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 207,956 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |