401k Plan data: BARCLAY DAMON, LLP CASH BALANCE PLAN plan

BARCLAY DAMON, LLP CASH BALANCE PLAN 401k Plan overview

Plan Name	BARCLAY DAMON, LLP CASH BALANCE PLAN
Plan identification number	028

BARCLAY DAMON, LLP 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).
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BARCLAY DAMON LLP has sponsored the creation of one or more 401k plans.

Company Name: BARCLAY DAMON LLP

Employer identification number (EIN): 150339022

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARCLAY DAMON, LLP CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
028 2022-01-01
028 2021-01-01
028 2020-01-01
028 2019-01-01
028 2018-01-01
028 2017-01-01
028 2016-01-01
028 2015-01-01 GERALD F. STACK 2016-06-09
028 2014-01-01 GERALD F. STACK 2015-10-07 GERALD F. STACK 2015-10-07

Plan Statistics for BARCLAY DAMON, LLP CASH BALANCE PLAN

401k plan membership statisitcs for BARCLAY DAMON, LLP CASH BALANCE PLAN

Measure Date Value
2022: BARCLAY DAMON, LLP CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 16,309,071
Acturial value of plan assets 2022-12-31 16,309,071
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 10
Fundng target for terminated vested participants 2022-12-31 401,711
Active participant vested funding target 2022-12-31 15,535,350
Number of active participants 2022-12-31 81
Total funding liabilities for active participants 2022-12-31 15,535,350
Total participant count 2022-12-31 91
Total funding target for all participants 2022-12-31 15,937,061
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 1,808,539
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 1,808,539
Present value of excess contributions 2022-12-31 746,674
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 746,674
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 746,674
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 2,693,747
Total employer contributions 2022-12-31 2,193,048
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 2,162,487
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 2,014,155
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 2,014,155
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 2,014,155
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 2,162,487
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: BARCLAY DAMON, LLP CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 15,756,474
Acturial value of plan assets 2021-12-31 15,756,474
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 2021-12-31 226,244
Active participant vested funding target 2021-12-31 13,059,720
Number of active participants 2021-12-31 83
Total funding liabilities for active participants 2021-12-31 13,059,720
Total participant count 2021-12-31 89
Total funding target for all participants 2021-12-31 13,285,964
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 1,323,761
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 1,323,761
Present value of excess contributions 2021-12-31 383,510
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 383,510
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 383,510
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 1,808,539
Total employer contributions 2021-12-31 2,212,950
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 2,188,731
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 2,007,452
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 1,442,057
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 1,442,057
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 2,188,731
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: BARCLAY DAMON, LLP CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 13,259,892
Acturial value of plan assets 2020-12-31 13,259,892
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 6
Fundng target for terminated vested participants 2020-12-31 470,746
Active participant vested funding target 2020-12-31 11,173,892
Number of active participants 2020-12-31 83
Total funding liabilities for active participants 2020-12-31 11,173,892
Total participant count 2020-12-31 89
Total funding target for all participants 2020-12-31 11,644,638
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 1,059,521
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 1,059,521
Present value of excess contributions 2020-12-31 149,388
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 149,388
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 149,388
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 1,323,761
Total employer contributions 2020-12-31 2,290,747
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 2,241,387
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
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 2,083,182
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 1,857,877
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 1,857,877
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 2,241,387
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: BARCLAY DAMON, LLP CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 10,399,447
Acturial value of plan assets 2019-12-31 10,399,447
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 2019-12-31 442,574
Active participant vested funding target 2019-12-31 8,972,808
Number of active participants 2019-12-31 80
Total funding liabilities for active participants 2019-12-31 8,972,808
Total participant count 2019-12-31 86
Total funding target for all participants 2019-12-31 9,415,382
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 952,844
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 2019-12-31 952,844
Present value of excess contributions 2019-12-31 151,747
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 151,747
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 151,747
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 1,059,521
Total employer contributions 2019-12-31 2,317,956
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 2,256,286
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
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 2,106,898
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 2,106,898
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 2,106,898
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 2,256,286
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: BARCLAY DAMON, LLP CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 7,339,516
Acturial value of plan assets 2018-12-31 7,339,516
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 7
Fundng target for terminated vested participants 2018-12-31 180,116
Active participant vested funding target 2018-12-31 6,930,537
Number of active participants 2018-12-31 72
Total funding liabilities for active participants 2018-12-31 6,930,537
Total participant count 2018-12-31 79
Total funding target for all participants 2018-12-31 7,110,653
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 722,286
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 2018-12-31 722,286
Present value of excess contributions 2018-12-31 181,226
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 181,226
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 181,226
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 952,844
Total employer contributions 2018-12-31 2,227,220
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 2,151,697
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 1,999,950
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 1,999,950
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 1,999,950
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 2,151,697
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: BARCLAY DAMON, LLP CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 5,489,618
Acturial value of plan assets 2017-12-31 5,489,618
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 3
Fundng target for terminated vested participants 2017-12-31 32,570
Active participant vested funding target 2017-12-31 4,800,627
Number of active participants 2017-12-31 72
Total funding liabilities for active participants 2017-12-31 4,800,627
Total participant count 2017-12-31 75
Total funding target for all participants 2017-12-31 4,833,197
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 451,255
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 2017-12-31 451,255
Present value of excess contributions 2017-12-31 252,033
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 252,033
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 252,033
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 2017-12-31 722,286
Total employer contributions 2017-12-31 2,213,816
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 2,135,312
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 1,954,086
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 1,954,086
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 1,954,086
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 2,135,312
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: BARCLAY DAMON, LLP CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 3,016,306
Acturial value of plan assets 2016-12-31 3,016,306
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 2,586
Active participant vested funding target 2016-12-31 2,671,843
Number of active participants 2016-12-31 71
Total funding liabilities for active participants 2016-12-31 2,671,843
Total participant count 2016-12-31 72
Total funding target for all participants 2016-12-31 2,674,429
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 177,134
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 2016-12-31 177,134
Present value of excess contributions 2016-12-31 283,739
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 283,739
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 283,739
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 2016-12-31 451,255
Total employer contributions 2016-12-31 2,159,012
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 2,086,132
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 1,834,099
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 1,834,099
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 1,834,099
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 2,086,132
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: BARCLAY DAMON, LLP CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	16,309,071
Acturial value of plan assets	2022-12-31	16,309,071
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	10
Fundng target for terminated vested participants	2022-12-31	401,711
Active participant vested funding target	2022-12-31	15,535,350
Number of active participants	2022-12-31	81
Total funding liabilities for active participants	2022-12-31	15,535,350
Total participant count	2022-12-31	91
Total funding target for all participants	2022-12-31	15,937,061
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	1,808,539
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	1,808,539
Present value of excess contributions	2022-12-31	746,674
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	746,674
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	746,674
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	2,693,747
Total employer contributions	2022-12-31	2,193,048
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	2,162,487
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	2,014,155
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	2,014,155
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	2,014,155
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	2,162,487
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: BARCLAY DAMON, LLP CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	15,756,474
Acturial value of plan assets	2021-12-31	15,756,474
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	226,244
Active participant vested funding target	2021-12-31	13,059,720
Number of active participants	2021-12-31	83
Total funding liabilities for active participants	2021-12-31	13,059,720
Total participant count	2021-12-31	89
Total funding target for all participants	2021-12-31	13,285,964
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	1,323,761
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	1,323,761
Present value of excess contributions	2021-12-31	383,510
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	383,510
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	383,510
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	1,808,539
Total employer contributions	2021-12-31	2,212,950
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	2,188,731
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	2,007,452
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	1,442,057
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	1,442,057
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	2,188,731
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: BARCLAY DAMON, LLP CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	13,259,892
Acturial value of plan assets	2020-12-31	13,259,892
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	6
Fundng target for terminated vested participants	2020-12-31	470,746
Active participant vested funding target	2020-12-31	11,173,892
Number of active participants	2020-12-31	83
Total funding liabilities for active participants	2020-12-31	11,173,892
Total participant count	2020-12-31	89
Total funding target for all participants	2020-12-31	11,644,638
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	1,059,521
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	1,059,521
Present value of excess contributions	2020-12-31	149,388
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	149,388
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	149,388
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	1,323,761
Total employer contributions	2020-12-31	2,290,747
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	2,241,387
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
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	2,083,182
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	1,857,877
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	1,857,877
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	2,241,387
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: BARCLAY DAMON, LLP CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	10,399,447
Acturial value of plan assets	2019-12-31	10,399,447
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	442,574
Active participant vested funding target	2019-12-31	8,972,808
Number of active participants	2019-12-31	80
Total funding liabilities for active participants	2019-12-31	8,972,808
Total participant count	2019-12-31	86
Total funding target for all participants	2019-12-31	9,415,382
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	952,844
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	952,844
Present value of excess contributions	2019-12-31	151,747
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	151,747
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	151,747
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	1,059,521
Total employer contributions	2019-12-31	2,317,956
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	2,256,286
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
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	2,106,898
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	2,106,898
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	2,106,898
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	2,256,286
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: BARCLAY DAMON, LLP CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	7,339,516
Acturial value of plan assets	2018-12-31	7,339,516
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	7
Fundng target for terminated vested participants	2018-12-31	180,116
Active participant vested funding target	2018-12-31	6,930,537
Number of active participants	2018-12-31	72
Total funding liabilities for active participants	2018-12-31	6,930,537
Total participant count	2018-12-31	79
Total funding target for all participants	2018-12-31	7,110,653
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	722,286
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	722,286
Present value of excess contributions	2018-12-31	181,226
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	181,226
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	181,226
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	952,844
Total employer contributions	2018-12-31	2,227,220
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	2,151,697
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	1,999,950
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	1,999,950
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	1,999,950
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	2,151,697
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: BARCLAY DAMON, LLP CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	5,489,618
Acturial value of plan assets	2017-12-31	5,489,618
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	3
Fundng target for terminated vested participants	2017-12-31	32,570
Active participant vested funding target	2017-12-31	4,800,627
Number of active participants	2017-12-31	72
Total funding liabilities for active participants	2017-12-31	4,800,627
Total participant count	2017-12-31	75
Total funding target for all participants	2017-12-31	4,833,197
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	451,255
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	451,255
Present value of excess contributions	2017-12-31	252,033
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	252,033
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	252,033
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	722,286
Total employer contributions	2017-12-31	2,213,816
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	2,135,312
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	1,954,086
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	1,954,086
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	1,954,086
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	2,135,312
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: BARCLAY DAMON, LLP CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	3,016,306
Acturial value of plan assets	2016-12-31	3,016,306
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	2,586
Active participant vested funding target	2016-12-31	2,671,843
Number of active participants	2016-12-31	71
Total funding liabilities for active participants	2016-12-31	2,671,843
Total participant count	2016-12-31	72
Total funding target for all participants	2016-12-31	2,674,429
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	177,134
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	177,134
Present value of excess contributions	2016-12-31	283,739
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	283,739
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	283,739
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	451,255
Total employer contributions	2016-12-31	2,159,012
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	2,086,132
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	1,834,099
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	1,834,099
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	1,834,099
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	2,086,132
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	BARCLAY DAMON LLP
Employer identification number (EIN):	150339022
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
028	2022-01-01
028	2021-01-01
028	2020-01-01
028	2019-01-01
028	2018-01-01
028	2017-01-01
028	2016-01-01
028	2015-01-01	GERALD F. STACK	2016-06-09
028	2014-01-01	GERALD F. STACK	2015-10-07	GERALD F. STACK	2015-10-07