401k Plan data: CHISHOLM CHISHOLM & KILPATRICK CASH BALANCE PLAN plan

CHISHOLM CHISHOLM & KILPATRICK CASH BALANCE PLAN 401k Plan overview

Plan Name	CHISHOLM CHISHOLM & KILPATRICK CASH BALANCE PLAN
Plan identification number	002

CHISHOLM CHISHOLM & KILPATRICK CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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 covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

CHISHOLM CHISHOLM & KILPATRICK LTD. has sponsored the creation of one or more 401k plans.

Company Name: CHISHOLM CHISHOLM & KILPATRICK LTD.

Employer identification number (EIN): 274459831

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHISHOLM CHISHOLM & KILPATRICK CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 J. SCOTT KILPATRICK 2015-10-15
002 2013-01-01 J. SCOTT KILPATRICK 2014-10-15
002 2012-01-01 J. SCOTT KILPATRICK 2013-10-04
002 2011-01-01 J. SCOTT KILPATRICK 2012-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	J. SCOTT KILPATRICK	2015-10-15
002	2013-01-01	J. SCOTT KILPATRICK	2014-10-15
002	2012-01-01	J. SCOTT KILPATRICK	2013-10-04
002	2011-01-01	J. SCOTT KILPATRICK	2012-10-12

Plan Statistics for CHISHOLM CHISHOLM & KILPATRICK CASH BALANCE PLAN

401k plan membership statisitcs for CHISHOLM CHISHOLM & KILPATRICK CASH BALANCE PLAN

Measure Date Value
2017: CHISHOLM CHISHOLM & KILPATRICK CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 922,885
Acturial value of plan assets 2017-12-31 922,885
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 10
Fundng target for terminated vested participants 2017-12-31 36,960
Active participant vested funding target 2017-12-31 711,363
Number of active participants 2017-12-31 57
Total funding liabilities for active participants 2017-12-31 718,358
Total participant count 2017-12-31 67
Total funding target for all participants 2017-12-31 755,318
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 124,973
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 2017-12-31 124,973
Present value of excess contributions 2017-12-31 72,495
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 76,910
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 76,910
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 2017-12-31 213,955
Total employer contributions 2017-12-31 126,056
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 2017-12-31 117,273
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 2017-12-31 117,432
Net shortfall amortization installment of oustanding balance 2017-12-31 46,388
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 125,049
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 7,776
Additional cash requirement 2017-12-31 117,273
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 117,273
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CHISHOLM CHISHOLM & KILPATRICK CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 661,217
Acturial value of plan assets 2016-12-31 661,217
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 5
Fundng target for terminated vested participants 2016-12-31 13,089
Active participant vested funding target 2016-12-31 564,743
Number of active participants 2016-12-31 54
Total funding liabilities for active participants 2016-12-31 573,292
Total participant count 2016-12-31 59
Total funding target for all participants 2016-12-31 586,381
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 100,027
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 2016-12-31 100,027
Present value of excess contributions 2016-12-31 24,985
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 26,547
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 26,547
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 2016-12-31 124,973
Total employer contributions 2016-12-31 197,669
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 2016-12-31 186,413
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 2016-12-31 113,918
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 113,918
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 2016-12-31 113,918
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 186,413
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
2017: CHISHOLM CHISHOLM & KILPATRICK CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	922,885
Acturial value of plan assets	2017-12-31	922,885
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	10
Fundng target for terminated vested participants	2017-12-31	36,960
Active participant vested funding target	2017-12-31	711,363
Number of active participants	2017-12-31	57
Total funding liabilities for active participants	2017-12-31	718,358
Total participant count	2017-12-31	67
Total funding target for all participants	2017-12-31	755,318
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	124,973
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	124,973
Present value of excess contributions	2017-12-31	72,495
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	76,910
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	76,910
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	213,955
Total employer contributions	2017-12-31	126,056
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	117,273
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	117,432
Net shortfall amortization installment of oustanding balance	2017-12-31	46,388
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	125,049
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	7,776
Additional cash requirement	2017-12-31	117,273
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	117,273
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CHISHOLM CHISHOLM & KILPATRICK CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	661,217
Acturial value of plan assets	2016-12-31	661,217
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	5
Fundng target for terminated vested participants	2016-12-31	13,089
Active participant vested funding target	2016-12-31	564,743
Number of active participants	2016-12-31	54
Total funding liabilities for active participants	2016-12-31	573,292
Total participant count	2016-12-31	59
Total funding target for all participants	2016-12-31	586,381
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	100,027
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	100,027
Present value of excess contributions	2016-12-31	24,985
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	26,547
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	26,547
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	124,973
Total employer contributions	2016-12-31	197,669
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	186,413
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	113,918
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	113,918
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	113,918
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	186,413
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

CHISHOLM CHISHOLM & KILPATRICK 401(K) PLAN [EIN = 050501938]

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Company Name:	CHISHOLM CHISHOLM & KILPATRICK LTD.
Employer identification number (EIN):	274459831
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers