401k Plan data: DONAHUE, DURHAM & NOONAN, P.C. CASH BALANCE PLAN plan

DONAHUE, DURHAM & NOONAN, P.C. CASH BALANCE PLAN 401k Plan overview

Plan Name	DONAHUE, DURHAM & NOONAN, P.C. CASH BALANCE PLAN
Plan identification number	002

DONAHUE, DURHAM & NOONAN, P.C. 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).
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

DONAHUE, DURHAM & NOONAN, P.C. has sponsored the creation of one or more 401k plans.

Company Name: DONAHUE, DURHAM & NOONAN, P.C.

Employer identification number (EIN): 060863907

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONAHUE, DURHAM & NOONAN, P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 TIMOTHY DONAHUE 2022-11-08
002 2021-07-01 TIMOTHY DONAHUE 2022-07-06
002 2021-07-01 TIMOTHY DONAHUE 2022-10-19
002 2020-07-01 TIMOTHY DONAHUE 2021-11-04
002 2019-07-01 TIMOTHY DONAHUE 2020-09-23
002 2018-07-01 TIMOTHY DONAHUE 2020-03-31 TIMOTHY DONAHUE 2020-03-31
002 2017-07-01 TIMOTHY DONAHUE 2019-02-07
002 2016-07-01 TIMOTHY DONAHUE 2018-02-20 TIMOTHY DONAHUE 2018-02-16
002 2015-07-01 TIMOTHY DONAHUE 2016-08-23
002 2014-07-01 TIMOTHY DONAHUE 2016-02-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01	TIMOTHY DONAHUE	2022-11-08
002	2021-07-01	TIMOTHY DONAHUE	2022-07-06
002	2021-07-01	TIMOTHY DONAHUE	2022-10-19
002	2020-07-01	TIMOTHY DONAHUE	2021-11-04
002	2019-07-01	TIMOTHY DONAHUE	2020-09-23
002	2018-07-01	TIMOTHY DONAHUE	2020-03-31	TIMOTHY DONAHUE	2020-03-31
002	2017-07-01	TIMOTHY DONAHUE	2019-02-07
002	2016-07-01	TIMOTHY DONAHUE	2018-02-20	TIMOTHY DONAHUE	2018-02-16
002	2015-07-01	TIMOTHY DONAHUE	2016-08-23
002	2014-07-01	TIMOTHY DONAHUE	2016-02-09

Plan Statistics for DONAHUE, DURHAM & NOONAN, P.C. CASH BALANCE PLAN

401k plan membership statisitcs for DONAHUE, DURHAM & NOONAN, P.C. CASH BALANCE PLAN

Measure Date Value
2021: DONAHUE, DURHAM & NOONAN, P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-06-30 4,678,097
Acturial value of plan assets 2021-06-30 4,678,097
Funding target for retired participants and beneficiaries receiving payment 2021-06-30 0
Number of terminated vested participants 2021-06-30 4
Fundng target for terminated vested participants 2021-06-30 39,683
Active participant vested funding target 2021-06-30 4,165,099
Number of active participants 2021-06-30 17
Total funding liabilities for active participants 2021-06-30 4,165,099
Total participant count 2021-06-30 21
Total funding target for all participants 2021-06-30 4,204,782
Balance at beginning of prior year after applicable adjustments 2021-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-06-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-06-30 0
Prefunding balanced used to offset prior years funding requirement 2021-06-30 0
Amount remaining of carryover balance 2021-06-30 0
Amount remaining of prefunding balance 2021-06-30 0
Present value of excess contributions 2021-06-30 236,825
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-06-30 249,471
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-06-30 0
Reductions in caryover balances due to elections or deemed elections 2021-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2021-06-30 0
Balance of carryovers at beginning of current year 2021-06-30 0
Balance of prefunding at beginning of current year 2021-06-30 0
Total employer contributions 2021-06-30 463,741
Total employee contributions 2021-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2021-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-06-30 467,573
Unpaid minimum required contributions for all prior years 2021-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-06-30 0
Remaining amount of unpaid minimum required contributions 2021-06-30 0
Minimum required contributions for current year target normal cost 2021-06-30 919,706
Net shortfall amortization installment of oustanding balance 2021-06-30 0
Waiver amortization installment 2021-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-06-30 446,391
Carryover balance elected to use to offset funding requirement 2021-06-30 0
Prefunding balance elected to use to offset funding requirement 2021-06-30 0
Additional cash requirement 2021-06-30 446,391
Contributions allocatedtoward minimum required contributions for current year 2021-06-30 467,573
Unpaid minimum required contributions for current year 2021-06-30 0
Unpaid minimum required contributions for all years 2021-06-30 0
2020: DONAHUE, DURHAM & NOONAN, P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-06-30 3,752,719
Acturial value of plan assets 2020-06-30 3,752,719
Funding target for retired participants and beneficiaries receiving payment 2020-06-30 0
Number of terminated vested participants 2020-06-30 1
Fundng target for terminated vested participants 2020-06-30 21,535
Active participant vested funding target 2020-06-30 3,328,893
Number of active participants 2020-06-30 19
Total funding liabilities for active participants 2020-06-30 3,328,893
Total participant count 2020-06-30 20
Total funding target for all participants 2020-06-30 3,350,428
Balance at beginning of prior year after applicable adjustments 2020-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-06-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-06-30 0
Prefunding balanced used to offset prior years funding requirement 2020-06-30 0
Amount remaining of carryover balance 2020-06-30 0
Amount remaining of prefunding balance 2020-06-30 0
Present value of excess contributions 2020-06-30 110,816
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-06-30 117,188
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-06-30 0
Reductions in caryover balances due to elections or deemed elections 2020-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-06-30 0
Balance of carryovers at beginning of current year 2020-06-30 0
Balance of prefunding at beginning of current year 2020-06-30 0
Total employer contributions 2020-06-30 739,936
Total employee contributions 2020-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-06-30 713,708
Unpaid minimum required contributions for all prior years 2020-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-06-30 0
Remaining amount of unpaid minimum required contributions 2020-06-30 0
Minimum required contributions for current year target normal cost 2020-06-30 879,174
Net shortfall amortization installment of oustanding balance 2020-06-30 0
Waiver amortization installment 2020-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-06-30 476,883
Carryover balance elected to use to offset funding requirement 2020-06-30 0
Prefunding balance elected to use to offset funding requirement 2020-06-30 0
Additional cash requirement 2020-06-30 476,883
Contributions allocatedtoward minimum required contributions for current year 2020-06-30 713,708
Unpaid minimum required contributions for current year 2020-06-30 0
Unpaid minimum required contributions for all years 2020-06-30 0
2019: DONAHUE, DURHAM & NOONAN, P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-06-30 2,720,387
Acturial value of plan assets 2019-06-30 2,720,387
Funding target for retired participants and beneficiaries receiving payment 2019-06-30 0
Number of terminated vested participants 2019-06-30 1
Fundng target for terminated vested participants 2019-06-30 6,707
Active participant vested funding target 2019-06-30 2,603,378
Number of active participants 2019-06-30 21
Total funding liabilities for active participants 2019-06-30 2,603,378
Total participant count 2019-06-30 22
Total funding target for all participants 2019-06-30 2,610,085
Balance at beginning of prior year after applicable adjustments 2019-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-06-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-06-30 0
Prefunding balanced used to offset prior years funding requirement 2019-06-30 0
Amount remaining of carryover balance 2019-06-30 0
Amount remaining of prefunding balance 2019-06-30 0
Present value of excess contributions 2019-06-30 82,749
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-06-30 87,259
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-06-30 0
Reductions in caryover balances due to elections or deemed elections 2019-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2019-06-30 0
Balance of carryovers at beginning of current year 2019-06-30 0
Balance of prefunding at beginning of current year 2019-06-30 0
Total employer contributions 2019-06-30 730,667
Total employee contributions 2019-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-06-30 716,385
Unpaid minimum required contributions for all prior years 2019-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-06-30 0
Remaining amount of unpaid minimum required contributions 2019-06-30 0
Minimum required contributions for current year target normal cost 2019-06-30 715,871
Net shortfall amortization installment of oustanding balance 2019-06-30 0
Waiver amortization installment 2019-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-06-30 605,569
Carryover balance elected to use to offset funding requirement 2019-06-30 0
Prefunding balance elected to use to offset funding requirement 2019-06-30 0
Additional cash requirement 2019-06-30 605,569
Contributions allocatedtoward minimum required contributions for current year 2019-06-30 716,385
Unpaid minimum required contributions for current year 2019-06-30 0
Unpaid minimum required contributions for all years 2019-06-30 0
2018: DONAHUE, DURHAM & NOONAN, P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-06-30 1,898,490
Acturial value of plan assets 2018-06-30 1,898,490
Funding target for retired participants and beneficiaries receiving payment 2018-06-30 0
Number of terminated vested participants 2018-06-30 2
Fundng target for terminated vested participants 2018-06-30 10,692
Active participant vested funding target 2018-06-30 1,799,605
Number of active participants 2018-06-30 18
Total funding liabilities for active participants 2018-06-30 1,799,605
Total participant count 2018-06-30 20
Total funding target for all participants 2018-06-30 1,810,297
Balance at beginning of prior year after applicable adjustments 2018-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-06-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-06-30 0
Prefunding balanced used to offset prior years funding requirement 2018-06-30 0
Amount remaining of carryover balance 2018-06-30 0
Amount remaining of prefunding balance 2018-06-30 0
Present value of excess contributions 2018-06-30 87,206
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-06-30 92,438
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-06-30 0
Reductions in caryover balances due to elections or deemed elections 2018-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-06-30 0
Balance of carryovers at beginning of current year 2018-06-30 0
Balance of prefunding at beginning of current year 2018-06-30 0
Total employer contributions 2018-06-30 714,191
Total employee contributions 2018-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-06-30 687,905
Unpaid minimum required contributions for all prior years 2018-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-06-30 0
Remaining amount of unpaid minimum required contributions 2018-06-30 0
Minimum required contributions for current year target normal cost 2018-06-30 693,349
Net shortfall amortization installment of oustanding balance 2018-06-30 0
Waiver amortization installment 2018-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-06-30 605,156
Carryover balance elected to use to offset funding requirement 2018-06-30 0
Prefunding balance elected to use to offset funding requirement 2018-06-30 0
Additional cash requirement 2018-06-30 605,156
Contributions allocatedtoward minimum required contributions for current year 2018-06-30 687,905
Unpaid minimum required contributions for current year 2018-06-30 0
Unpaid minimum required contributions for all years 2018-06-30 0
2017: DONAHUE, DURHAM & NOONAN, P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-06-30 1,218,417
Acturial value of plan assets 2017-06-30 1,218,417
Funding target for retired participants and beneficiaries receiving payment 2017-06-30 0
Number of terminated vested participants 2017-06-30 3
Fundng target for terminated vested participants 2017-06-30 16,539
Active participant vested funding target 2017-06-30 1,130,440
Number of active participants 2017-06-30 18
Total funding liabilities for active participants 2017-06-30 1,130,440
Total participant count 2017-06-30 21
Total funding target for all participants 2017-06-30 1,146,979
Balance at beginning of prior year after applicable adjustments 2017-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-06-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-06-30 0
Prefunding balanced used to offset prior years funding requirement 2017-06-30 0
Amount remaining of carryover balance 2017-06-30 0
Amount remaining of prefunding balance 2017-06-30 0
Present value of excess contributions 2017-06-30 88,021
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-06-30 93,126
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-06-30 0
Reductions in caryover balances due to elections or deemed elections 2017-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-06-30 0
Balance of carryovers at beginning of current year 2017-06-30 0
Balance of prefunding at beginning of current year 2017-06-30 0
Total employer contributions 2017-06-30 607,423
Total employee contributions 2017-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-06-30 583,805
Unpaid minimum required contributions for all prior years 2017-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-06-30 0
Remaining amount of unpaid minimum required contributions 2017-06-30 0
Minimum required contributions for current year target normal cost 2017-06-30 568,037
Net shortfall amortization installment of oustanding balance 2017-06-30 0
Waiver amortization installment 2017-06-30 0
Waived amount of outstanding balance 2017-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-06-30 496,599
Carryover balance elected to use to offset funding requirement 2017-06-30 0
Prefunding balance elected to use to offset funding requirement 2017-06-30 0
Additional cash requirement 2017-06-30 496,599
Contributions allocatedtoward minimum required contributions for current year 2017-06-30 583,805
Unpaid minimum required contributions for current year 2017-06-30 0
Unpaid minimum required contributions for all years 2017-06-30 0

Measure	Date	Value
2021: DONAHUE, DURHAM & NOONAN, P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-06-30	4,678,097
Acturial value of plan assets	2021-06-30	4,678,097
Funding target for retired participants and beneficiaries receiving payment	2021-06-30	0
Number of terminated vested participants	2021-06-30	4
Fundng target for terminated vested participants	2021-06-30	39,683
Active participant vested funding target	2021-06-30	4,165,099
Number of active participants	2021-06-30	17
Total funding liabilities for active participants	2021-06-30	4,165,099
Total participant count	2021-06-30	21
Total funding target for all participants	2021-06-30	4,204,782
Balance at beginning of prior year after applicable adjustments	2021-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-06-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-06-30	0
Prefunding balanced used to offset prior years funding requirement	2021-06-30	0
Amount remaining of carryover balance	2021-06-30	0
Amount remaining of prefunding balance	2021-06-30	0
Present value of excess contributions	2021-06-30	236,825
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-06-30	249,471
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-06-30	0
Reductions in caryover balances due to elections or deemed elections	2021-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2021-06-30	0
Balance of carryovers at beginning of current year	2021-06-30	0
Balance of prefunding at beginning of current year	2021-06-30	0
Total employer contributions	2021-06-30	463,741
Total employee contributions	2021-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2021-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-06-30	467,573
Unpaid minimum required contributions for all prior years	2021-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-06-30	0
Remaining amount of unpaid minimum required contributions	2021-06-30	0
Minimum required contributions for current year target normal cost	2021-06-30	919,706
Net shortfall amortization installment of oustanding balance	2021-06-30	0
Waiver amortization installment	2021-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-06-30	446,391
Carryover balance elected to use to offset funding requirement	2021-06-30	0
Prefunding balance elected to use to offset funding requirement	2021-06-30	0
Additional cash requirement	2021-06-30	446,391
Contributions allocatedtoward minimum required contributions for current year	2021-06-30	467,573
Unpaid minimum required contributions for current year	2021-06-30	0
Unpaid minimum required contributions for all years	2021-06-30	0
2020: DONAHUE, DURHAM & NOONAN, P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-06-30	3,752,719
Acturial value of plan assets	2020-06-30	3,752,719
Funding target for retired participants and beneficiaries receiving payment	2020-06-30	0
Number of terminated vested participants	2020-06-30	1
Fundng target for terminated vested participants	2020-06-30	21,535
Active participant vested funding target	2020-06-30	3,328,893
Number of active participants	2020-06-30	19
Total funding liabilities for active participants	2020-06-30	3,328,893
Total participant count	2020-06-30	20
Total funding target for all participants	2020-06-30	3,350,428
Balance at beginning of prior year after applicable adjustments	2020-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-06-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-06-30	0
Prefunding balanced used to offset prior years funding requirement	2020-06-30	0
Amount remaining of carryover balance	2020-06-30	0
Amount remaining of prefunding balance	2020-06-30	0
Present value of excess contributions	2020-06-30	110,816
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-06-30	117,188
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-06-30	0
Reductions in caryover balances due to elections or deemed elections	2020-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-06-30	0
Balance of carryovers at beginning of current year	2020-06-30	0
Balance of prefunding at beginning of current year	2020-06-30	0
Total employer contributions	2020-06-30	739,936
Total employee contributions	2020-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-06-30	713,708
Unpaid minimum required contributions for all prior years	2020-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-06-30	0
Remaining amount of unpaid minimum required contributions	2020-06-30	0
Minimum required contributions for current year target normal cost	2020-06-30	879,174
Net shortfall amortization installment of oustanding balance	2020-06-30	0
Waiver amortization installment	2020-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-06-30	476,883
Carryover balance elected to use to offset funding requirement	2020-06-30	0
Prefunding balance elected to use to offset funding requirement	2020-06-30	0
Additional cash requirement	2020-06-30	476,883
Contributions allocatedtoward minimum required contributions for current year	2020-06-30	713,708
Unpaid minimum required contributions for current year	2020-06-30	0
Unpaid minimum required contributions for all years	2020-06-30	0
2019: DONAHUE, DURHAM & NOONAN, P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-06-30	2,720,387
Acturial value of plan assets	2019-06-30	2,720,387
Funding target for retired participants and beneficiaries receiving payment	2019-06-30	0
Number of terminated vested participants	2019-06-30	1
Fundng target for terminated vested participants	2019-06-30	6,707
Active participant vested funding target	2019-06-30	2,603,378
Number of active participants	2019-06-30	21
Total funding liabilities for active participants	2019-06-30	2,603,378
Total participant count	2019-06-30	22
Total funding target for all participants	2019-06-30	2,610,085
Balance at beginning of prior year after applicable adjustments	2019-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-06-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-06-30	0
Prefunding balanced used to offset prior years funding requirement	2019-06-30	0
Amount remaining of carryover balance	2019-06-30	0
Amount remaining of prefunding balance	2019-06-30	0
Present value of excess contributions	2019-06-30	82,749
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-06-30	87,259
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-06-30	0
Reductions in caryover balances due to elections or deemed elections	2019-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-06-30	0
Balance of carryovers at beginning of current year	2019-06-30	0
Balance of prefunding at beginning of current year	2019-06-30	0
Total employer contributions	2019-06-30	730,667
Total employee contributions	2019-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-06-30	716,385
Unpaid minimum required contributions for all prior years	2019-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-06-30	0
Remaining amount of unpaid minimum required contributions	2019-06-30	0
Minimum required contributions for current year target normal cost	2019-06-30	715,871
Net shortfall amortization installment of oustanding balance	2019-06-30	0
Waiver amortization installment	2019-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-06-30	605,569
Carryover balance elected to use to offset funding requirement	2019-06-30	0
Prefunding balance elected to use to offset funding requirement	2019-06-30	0
Additional cash requirement	2019-06-30	605,569
Contributions allocatedtoward minimum required contributions for current year	2019-06-30	716,385
Unpaid minimum required contributions for current year	2019-06-30	0
Unpaid minimum required contributions for all years	2019-06-30	0
2018: DONAHUE, DURHAM & NOONAN, P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-06-30	1,898,490
Acturial value of plan assets	2018-06-30	1,898,490
Funding target for retired participants and beneficiaries receiving payment	2018-06-30	0
Number of terminated vested participants	2018-06-30	2
Fundng target for terminated vested participants	2018-06-30	10,692
Active participant vested funding target	2018-06-30	1,799,605
Number of active participants	2018-06-30	18
Total funding liabilities for active participants	2018-06-30	1,799,605
Total participant count	2018-06-30	20
Total funding target for all participants	2018-06-30	1,810,297
Balance at beginning of prior year after applicable adjustments	2018-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-06-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-06-30	0
Prefunding balanced used to offset prior years funding requirement	2018-06-30	0
Amount remaining of carryover balance	2018-06-30	0
Amount remaining of prefunding balance	2018-06-30	0
Present value of excess contributions	2018-06-30	87,206
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-06-30	92,438
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-06-30	0
Reductions in caryover balances due to elections or deemed elections	2018-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-06-30	0
Balance of carryovers at beginning of current year	2018-06-30	0
Balance of prefunding at beginning of current year	2018-06-30	0
Total employer contributions	2018-06-30	714,191
Total employee contributions	2018-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-06-30	687,905
Unpaid minimum required contributions for all prior years	2018-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-06-30	0
Remaining amount of unpaid minimum required contributions	2018-06-30	0
Minimum required contributions for current year target normal cost	2018-06-30	693,349
Net shortfall amortization installment of oustanding balance	2018-06-30	0
Waiver amortization installment	2018-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-06-30	605,156
Carryover balance elected to use to offset funding requirement	2018-06-30	0
Prefunding balance elected to use to offset funding requirement	2018-06-30	0
Additional cash requirement	2018-06-30	605,156
Contributions allocatedtoward minimum required contributions for current year	2018-06-30	687,905
Unpaid minimum required contributions for current year	2018-06-30	0
Unpaid minimum required contributions for all years	2018-06-30	0
2017: DONAHUE, DURHAM & NOONAN, P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-06-30	1,218,417
Acturial value of plan assets	2017-06-30	1,218,417
Funding target for retired participants and beneficiaries receiving payment	2017-06-30	0
Number of terminated vested participants	2017-06-30	3
Fundng target for terminated vested participants	2017-06-30	16,539
Active participant vested funding target	2017-06-30	1,130,440
Number of active participants	2017-06-30	18
Total funding liabilities for active participants	2017-06-30	1,130,440
Total participant count	2017-06-30	21
Total funding target for all participants	2017-06-30	1,146,979
Balance at beginning of prior year after applicable adjustments	2017-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-06-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-06-30	0
Prefunding balanced used to offset prior years funding requirement	2017-06-30	0
Amount remaining of carryover balance	2017-06-30	0
Amount remaining of prefunding balance	2017-06-30	0
Present value of excess contributions	2017-06-30	88,021
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-06-30	93,126
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-06-30	0
Reductions in caryover balances due to elections or deemed elections	2017-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-06-30	0
Balance of carryovers at beginning of current year	2017-06-30	0
Balance of prefunding at beginning of current year	2017-06-30	0
Total employer contributions	2017-06-30	607,423
Total employee contributions	2017-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-06-30	583,805
Unpaid minimum required contributions for all prior years	2017-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-06-30	0
Remaining amount of unpaid minimum required contributions	2017-06-30	0
Minimum required contributions for current year target normal cost	2017-06-30	568,037
Net shortfall amortization installment of oustanding balance	2017-06-30	0
Waiver amortization installment	2017-06-30	0
Waived amount of outstanding balance	2017-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-06-30	496,599
Carryover balance elected to use to offset funding requirement	2017-06-30	0
Prefunding balance elected to use to offset funding requirement	2017-06-30	0
Additional cash requirement	2017-06-30	496,599
Contributions allocatedtoward minimum required contributions for current year	2017-06-30	583,805
Unpaid minimum required contributions for current year	2017-06-30	0
Unpaid minimum required contributions for all years	2017-06-30	0

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Company Name:	DONAHUE, DURHAM & NOONAN, P.C.
Employer identification number (EIN):	060863907
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers