401k Plan data: BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLAN plan

BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLAN 401k Plan overview

Plan Name	BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLAN
Plan identification number	008

BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
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).

401k Sponsoring company profile

BUCHANAN INGERSOLL & ROONEY PC has sponsored the creation of one or more 401k plans.

Company Name: BUCHANAN INGERSOLL & ROONEY PC

Employer identification number (EIN): 251381032

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about BUCHANAN INGERSOLL & ROONEY PC

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2000-10-10

Company Identification Number: F144417

Legal Registered Office Address: 4701 Cox Rd Ste 285

Glen Allen
United States of America (USA)
23060-6808

More information about BUCHANAN INGERSOLL & ROONEY PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
008 2023-01-01 BETH VOCK 2024-10-11
008 2022-01-01 BETH VOCK 2023-10-05
008 2021-01-01 WILLIAM RYAN 2022-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
008	2023-01-01	BETH VOCK	2024-10-11
008	2022-01-01	BETH VOCK	2023-10-05
008	2021-01-01	WILLIAM RYAN	2022-10-13

Plan Statistics for BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLAN

401k plan membership statisitcs for BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLAN

Measure Date Value
2025: BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-09 83
Total number of particpants at end of year 2025-10-09 86
2024: BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-11 64
Total number of particpants at end of year 2024-10-11 63
2022: BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,647,813
Acturial value of plan assets 2022-12-31 1,647,813
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 1,472,362
Number of active participants 2022-12-31 64
Total funding liabilities for active participants 2022-12-31 1,472,362
Total participant count 2022-12-31 64
Total funding target for all participants 2022-12-31 1,472,362
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 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 136,199
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 142,723
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 0
Total employer contributions 2022-12-31 1,568,977
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 1,526,404
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 1,355,913
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 1,180,462
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 1,180,462
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 1,526,404
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 0
Acturial value of plan assets 2021-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 0
Number of active participants 2021-12-31 64
Total funding liabilities for active participants 2021-12-31 0
Total participant count 2021-12-31 64
Total funding target for all participants 2021-12-31 0
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
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 0
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 0
Total employer contributions 2021-12-31 1,652,055
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 1,596,823
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 1,460,624
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 1,460,624
Additional cash requirement 2021-12-31 1,460,624
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 1,596,823
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0

Measure	Date	Value
2025: BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-09	83
Total number of particpants at end of year	2025-10-09	86
2024: BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-11	64
Total number of particpants at end of year	2024-10-11	63
2022: BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,647,813
Acturial value of plan assets	2022-12-31	1,647,813
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	1,472,362
Number of active participants	2022-12-31	64
Total funding liabilities for active participants	2022-12-31	1,472,362
Total participant count	2022-12-31	64
Total funding target for all participants	2022-12-31	1,472,362
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	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	136,199
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	142,723
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	0
Total employer contributions	2022-12-31	1,568,977
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	1,526,404
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	1,355,913
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	1,180,462
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	1,180,462
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	1,526,404
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	0
Acturial value of plan assets	2021-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	0
Number of active participants	2021-12-31	64
Total funding liabilities for active participants	2021-12-31	0
Total participant count	2021-12-31	64
Total funding target for all participants	2021-12-31	0
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
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	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	0
Total employer contributions	2021-12-31	1,652,055
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	1,596,823
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	1,460,624
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	1,460,624
Additional cash requirement	2021-12-31	1,460,624
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	1,596,823
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0

Financial Data on BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLAN

Measure	Date	Value
2025 : BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLAN 2025 401k financial data
Net assets as of the end of the plan year	2025-10-09	7178679
Total assets as of the beginning of the plan year	2025-10-09	5089589
Value of plan covered by a fidelity bond	2025-10-09	10000000
Other income to plan in this plan year	2025-10-09	197922
Plan net income in this plan year	2025-10-09	2089090
Net assets as of the end of the plan year	2025-10-09	7178679
Net assets as of the beginning of the plan year	2025-10-09	5089589
Employer contributions to plan in this plan year	2025-10-09	1891168
2024 : BUCHANAN INGERSOLL & ROONEY PC 2021 CASH BALANCE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-11	32168
Net assets as of the end of the plan year	2024-10-11	5089589
Total assets as of the beginning of the plan year	2024-10-11	3025815
Other income to plan in this plan year	2024-10-11	174275
Plan net income in this plan year	2024-10-11	2063774
Net assets as of the end of the plan year	2024-10-11	5089589
Net assets as of the beginning of the plan year	2024-10-11	3025815
Employer contributions to plan in this plan year	2024-10-11	1921667

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Company Name:	BUCHANAN INGERSOLL & ROONEY PC
Employer identification number (EIN):	251381032
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2000-10-10
Company Identification Number:	F144417
Legal Registered Office Address:	4701 Cox Rd Ste 285 Glen Allen United States of America (USA) 23060-6808