FRIEDMAN & CHAPMAN LLP CASH BALANCE PLAN 401k Plan overview

FRIEDMAN & CHAPMAN LLP CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	FRIEDMAN & CHAPMAN LLP
Employer identification number (EIN):	460671536
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	CETERA RETIREMENT PLAN SPECIALISTS	2024-10-14
002	2022-01-01	CETERA RETIREMENT PLAN SPECIALISTS	2023-10-11
002	2021-01-01	CETERA RETIREMENT PLAN SPECIALISTS	2022-09-29

Plan Statistics for FRIEDMAN & CHAPMAN LLP CASH BALANCE PLAN

Measure	Date	Value
2022: FRIEDMAN & CHAPMAN LLP CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	736,480
Acturial value of plan assets	2022-12-31	736,480
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	1,142
Active participant vested funding target	2022-12-31	737,216
Number of active participants	2022-12-31	19
Total funding liabilities for active participants	2022-12-31	737,216
Total participant count	2022-12-31	21
Total funding target for all participants	2022-12-31	738,358
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
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	0
Present value of excess contributions	2022-12-31	78,978
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	78,978
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	78,978
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	78,978
Total employer contributions	2022-12-31	25,000
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	24,126
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	353,476
Net shortfall amortization installment of oustanding balance	2022-12-31	84,947
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	361,326
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	78,978
Additional cash requirement	2022-12-31	282,348
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	24,126
Unpaid minimum required contributions for current year	2022-12-31	258,222
Unpaid minimum required contributions for all years	2022-12-31	258,222
2021: FRIEDMAN & CHAPMAN LLP CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	416,092
Acturial value of plan assets	2021-12-31	416,092
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	476
Active participant vested funding target	2021-12-31	372,918
Number of active participants	2021-12-31	18
Total funding liabilities for active participants	2021-12-31	372,918
Total participant count	2021-12-31	22
Total funding target for all participants	2021-12-31	373,394
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	46,960
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	46,960
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	411,000
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	399,704
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	363,424
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	320,726
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	320,726
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	399,704
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0

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