401k Plan data: HUGHES HUBBARD & REED CASH BALANCE PLAN plan

HUGHES HUBBARD & REED CASH BALANCE PLAN 401k Plan overview

Plan Name	HUGHES HUBBARD & REED CASH BALANCE PLAN
Plan identification number	007

HUGHES HUBBARD & REED 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).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covering Self-Employed individuals.

401k Sponsoring company profile

HUGHES HUBBARD & REED LLP has sponsored the creation of one or more 401k plans.

Company Name: HUGHES HUBBARD & REED LLP

Employer identification number (EIN): 135605391

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about HUGHES HUBBARD & REED LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1996-05-14

Company Identification Number: 2029728

Legal Registered Office Address: Hughes Hubbard & Reed LLP
One Battery Park Plaza, 12th Floor
New York
United States of America (USA)
10004

More information about HUGHES HUBBARD & REED LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUGHES HUBBARD & REED CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
007 2022-01-01
007 2021-01-01 GERARD CRUSE 2022-10-11
007 2020-01-01 GERARD CRUSE 2021-10-08
007 2019-01-01 GERARD CRUSE 2020-10-14
007 2018-01-01 SPENCER HARRISON 2019-10-10 ROBERT MCGOWAN 2019-10-09
007 2017-01-01 SPENCER HARRISON 2018-10-10 ROBERT MCGOWAN 2018-09-27
007 2016-01-01 SPENCER HARRISON 2017-10-11 MUKESH SHAH 2017-10-11
007 2015-01-01 SPENCER HARRISON 2016-10-14 MUKESH SHAH 2016-10-14
007 2014-01-01 SPENCER L. HARRISON 2015-10-13 MUKESH SHAH 2015-10-13
007 2013-01-01 SPENCER HARRISON 2014-10-14 MUKESH SHAH 2014-10-14
007 2012-01-01 SPENCER L. HARRISON 2013-10-15 MUKESH SHAH 2013-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
007	2022-01-01
007	2021-01-01	GERARD CRUSE	2022-10-11
007	2020-01-01	GERARD CRUSE	2021-10-08
007	2019-01-01	GERARD CRUSE	2020-10-14
007	2018-01-01	SPENCER HARRISON	2019-10-10	ROBERT MCGOWAN	2019-10-09
007	2017-01-01	SPENCER HARRISON	2018-10-10	ROBERT MCGOWAN	2018-09-27
007	2016-01-01	SPENCER HARRISON	2017-10-11	MUKESH SHAH	2017-10-11
007	2015-01-01	SPENCER HARRISON	2016-10-14	MUKESH SHAH	2016-10-14
007	2014-01-01	SPENCER L. HARRISON	2015-10-13	MUKESH SHAH	2015-10-13
007	2013-01-01	SPENCER HARRISON	2014-10-14	MUKESH SHAH	2014-10-14
007	2012-01-01	SPENCER L. HARRISON	2013-10-15	MUKESH SHAH	2013-10-11

Plan Statistics for HUGHES HUBBARD & REED CASH BALANCE PLAN

401k plan membership statisitcs for HUGHES HUBBARD & REED CASH BALANCE PLAN

Measure Date Value
2022: HUGHES HUBBARD & REED CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 8,522,258
Acturial value of plan assets 2022-12-31 8,522,258
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 33,306
Active participant vested funding target 2022-12-31 7,617,611
Number of active participants 2022-12-31 74
Total funding liabilities for active participants 2022-12-31 7,660,843
Total participant count 2022-12-31 77
Total funding target for all participants 2022-12-31 7,694,149
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 236,830
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 236,830
Present value of excess contributions 2022-12-31 1,261,821
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 1,329,959
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 258,074
Total employer contributions 2022-12-31 1,453,512
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 1,374,358
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 1,237,871
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 667,836
Additional cash requirement 2022-12-31 667,836
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 1,374,358
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 74
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 4
Total of all active and inactive participants 2022-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: HUGHES HUBBARD & REED CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 9,651,555
Acturial value of plan assets 2021-12-31 9,651,555
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 6
Fundng target for terminated vested participants 2021-12-31 1,462,718
Active participant vested funding target 2021-12-31 7,350,995
Number of active participants 2021-12-31 72
Total funding liabilities for active participants 2021-12-31 7,373,536
Total participant count 2021-12-31 78
Total funding target for all participants 2021-12-31 8,836,254
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 220,944
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 220,944
Present value of excess contributions 2021-12-31 1,060,850
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 1,114,847
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 236,830
Total employer contributions 2021-12-31 1,565,420
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 1,476,509
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 793,159
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 214,688
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 214,688
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 1,476,509
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: HUGHES HUBBARD & REED CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 8,435,124
Acturial value of plan assets 2020-12-31 8,435,124
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 145,525
Active participant vested funding target 2020-12-31 7,640,648
Number of active participants 2020-12-31 75
Total funding liabilities for active participants 2020-12-31 7,667,251
Total participant count 2020-12-31 78
Total funding target for all participants 2020-12-31 7,812,776
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 195,060
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 195,060
Present value of excess contributions 2020-12-31 799,241
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 841,121
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 220,944
Total employer contributions 2020-12-31 1,672,871
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 1,584,286
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 924,840
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 523,436
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 523,436
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 1,584,286
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: HUGHES HUBBARD & REED CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 8,303,529
Acturial value of plan assets 2019-12-31 8,303,529
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 6
Fundng target for terminated vested participants 2019-12-31 774,895
Active participant vested funding target 2019-12-31 7,044,078
Number of active participants 2019-12-31 79
Total funding liabilities for active participants 2019-12-31 7,186,068
Total participant count 2019-12-31 85
Total funding target for all participants 2019-12-31 7,960,963
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 202,765
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 202,765
Present value of excess contributions 2019-12-31 779,961
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 821,923
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 195,060
Total employer contributions 2019-12-31 1,954,760
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 1,846,675
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 1,194,940
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 1,047,434
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 1,047,434
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 1,846,675
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: HUGHES HUBBARD & REED CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 8,231,505
Acturial value of plan assets 2018-12-31 8,231,505
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 8
Fundng target for terminated vested participants 2018-12-31 412,088
Active participant vested funding target 2018-12-31 7,128,148
Number of active participants 2018-12-31 82
Total funding liabilities for active participants 2018-12-31 7,332,594
Total participant count 2018-12-31 90
Total funding target for all participants 2018-12-31 7,744,682
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 184,533
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 184,533
Present value of excess contributions 2018-12-31 1,031,690
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 1,089,877
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 202,765
Total employer contributions 2018-12-31 2,209,360
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 2,086,786
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 1,590,594
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 1,306,536
Additional cash requirement 2018-12-31 1,306,536
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 2,086,786
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: HUGHES HUBBARD & REED CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 7,388,329
Acturial value of plan assets 2017-12-31 7,388,329
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 8
Fundng target for terminated vested participants 2017-12-31 494,857
Active participant vested funding target 2017-12-31 6,005,357
Number of active participants 2017-12-31 88
Total funding liabilities for active participants 2017-12-31 6,388,649
Total participant count 2017-12-31 96
Total funding target for all participants 2017-12-31 6,883,506
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 169,296
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 169,296
Present value of excess contributions 2017-12-31 904,216
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 957,022
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 184,533
Total employer contributions 2017-12-31 2,252,470
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 2,119,727
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 1,409,351
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 1,089,061
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 1,089,061
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 2,119,727
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: HUGHES HUBBARD & REED CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 6,059,197
Acturial value of plan assets 2016-12-31 6,059,197
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 6
Fundng target for terminated vested participants 2016-12-31 446,514
Active participant vested funding target 2016-12-31 5,058,812
Number of active participants 2016-12-31 92
Total funding liabilities for active participants 2016-12-31 5,149,394
Total participant count 2016-12-31 98
Total funding target for all participants 2016-12-31 5,595,908
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 177,981
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 177,981
Present value of excess contributions 2016-12-31 1,002,363
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 1,063,106
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 169,296
Total employer contributions 2016-12-31 2,255,650
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 2,118,077
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 1,507,854
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 1,213,861
Additional cash requirement 2016-12-31 1,213,861
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 2,118,077
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: HUGHES HUBBARD & REED CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	8,522,258
Acturial value of plan assets	2022-12-31	8,522,258
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	33,306
Active participant vested funding target	2022-12-31	7,617,611
Number of active participants	2022-12-31	74
Total funding liabilities for active participants	2022-12-31	7,660,843
Total participant count	2022-12-31	77
Total funding target for all participants	2022-12-31	7,694,149
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	236,830
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	236,830
Present value of excess contributions	2022-12-31	1,261,821
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	1,329,959
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	258,074
Total employer contributions	2022-12-31	1,453,512
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	1,374,358
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	1,237,871
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	667,836
Additional cash requirement	2022-12-31	667,836
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	1,374,358
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	74
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	4
Total of all active and inactive participants	2022-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: HUGHES HUBBARD & REED CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	9,651,555
Acturial value of plan assets	2021-12-31	9,651,555
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	6
Fundng target for terminated vested participants	2021-12-31	1,462,718
Active participant vested funding target	2021-12-31	7,350,995
Number of active participants	2021-12-31	72
Total funding liabilities for active participants	2021-12-31	7,373,536
Total participant count	2021-12-31	78
Total funding target for all participants	2021-12-31	8,836,254
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	220,944
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	220,944
Present value of excess contributions	2021-12-31	1,060,850
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	1,114,847
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	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	236,830
Total employer contributions	2021-12-31	1,565,420
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	1,476,509
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	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	793,159
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	214,688
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	214,688
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	1,476,509
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: HUGHES HUBBARD & REED CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	8,435,124
Acturial value of plan assets	2020-12-31	8,435,124
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	145,525
Active participant vested funding target	2020-12-31	7,640,648
Number of active participants	2020-12-31	75
Total funding liabilities for active participants	2020-12-31	7,667,251
Total participant count	2020-12-31	78
Total funding target for all participants	2020-12-31	7,812,776
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	195,060
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	195,060
Present value of excess contributions	2020-12-31	799,241
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	841,121
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	220,944
Total employer contributions	2020-12-31	1,672,871
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	1,584,286
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	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	924,840
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	523,436
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	523,436
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	1,584,286
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: HUGHES HUBBARD & REED CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	8,303,529
Acturial value of plan assets	2019-12-31	8,303,529
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	6
Fundng target for terminated vested participants	2019-12-31	774,895
Active participant vested funding target	2019-12-31	7,044,078
Number of active participants	2019-12-31	79
Total funding liabilities for active participants	2019-12-31	7,186,068
Total participant count	2019-12-31	85
Total funding target for all participants	2019-12-31	7,960,963
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	202,765
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	202,765
Present value of excess contributions	2019-12-31	779,961
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	821,923
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	195,060
Total employer contributions	2019-12-31	1,954,760
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	1,846,675
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	1,194,940
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	1,047,434
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	1,047,434
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	1,846,675
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: HUGHES HUBBARD & REED CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	8,231,505
Acturial value of plan assets	2018-12-31	8,231,505
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	8
Fundng target for terminated vested participants	2018-12-31	412,088
Active participant vested funding target	2018-12-31	7,128,148
Number of active participants	2018-12-31	82
Total funding liabilities for active participants	2018-12-31	7,332,594
Total participant count	2018-12-31	90
Total funding target for all participants	2018-12-31	7,744,682
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	184,533
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	184,533
Present value of excess contributions	2018-12-31	1,031,690
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	1,089,877
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	202,765
Total employer contributions	2018-12-31	2,209,360
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	2,086,786
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	1,590,594
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	1,306,536
Additional cash requirement	2018-12-31	1,306,536
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	2,086,786
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: HUGHES HUBBARD & REED CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	7,388,329
Acturial value of plan assets	2017-12-31	7,388,329
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	8
Fundng target for terminated vested participants	2017-12-31	494,857
Active participant vested funding target	2017-12-31	6,005,357
Number of active participants	2017-12-31	88
Total funding liabilities for active participants	2017-12-31	6,388,649
Total participant count	2017-12-31	96
Total funding target for all participants	2017-12-31	6,883,506
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	169,296
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	169,296
Present value of excess contributions	2017-12-31	904,216
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	957,022
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	184,533
Total employer contributions	2017-12-31	2,252,470
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	2,119,727
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	1,409,351
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	1,089,061
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	1,089,061
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	2,119,727
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: HUGHES HUBBARD & REED CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	6,059,197
Acturial value of plan assets	2016-12-31	6,059,197
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	6
Fundng target for terminated vested participants	2016-12-31	446,514
Active participant vested funding target	2016-12-31	5,058,812
Number of active participants	2016-12-31	92
Total funding liabilities for active participants	2016-12-31	5,149,394
Total participant count	2016-12-31	98
Total funding target for all participants	2016-12-31	5,595,908
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	177,981
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	177,981
Present value of excess contributions	2016-12-31	1,002,363
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1,063,106
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	169,296
Total employer contributions	2016-12-31	2,255,650
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	2,118,077
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	1,507,854
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	1,213,861
Additional cash requirement	2016-12-31	1,213,861
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	2,118,077
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on HUGHES HUBBARD & REED CASH BALANCE PLAN

Measure	Date	Value
2022 : HUGHES HUBBARD & REED CASH BALANCE PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$403,198
Expenses. Total of all expenses incurred	2022-12-31	$1,660,639
Benefits paid (including direct rollovers)	2022-12-31	$1,588,639
Total plan assets at end of year	2022-12-31	$7,274,708
Total plan assets at beginning of year	2022-12-31	$8,532,149
Value of fidelity bond covering the plan	2022-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$72,000
Other income received	2022-12-31	$-1,050,314
Net income (gross income less expenses)	2022-12-31	$-1,257,441
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,274,708
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,532,149
Total contributions received or receivable from employer(s)	2022-12-31	$1,453,512

Form 5500 Responses for HUGHES HUBBARD & REED CASH BALANCE PLAN

2022: HUGHES HUBBARD & REED CASH BALANCE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HUGHES HUBBARD & REED LLP
Employer identification number (EIN):	135605391
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1996-05-14
Company Identification Number:	2029728
Legal Registered Office Address:	Hughes Hubbard & Reed LLP One Battery Park Plaza, 12th Floor New York United States of America (USA) 10004