401k Plan data: POWELL LAW OFFICE PENSION PLAN plan

POWELL LAW OFFICE PENSION PLAN 401k Plan overview

Plan Name	POWELL LAW OFFICE PENSION PLAN
Plan identification number	001

POWELL LAW OFFICE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
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

LAW OFFICE OF SARA J. POWELL, PLLC has sponsored the creation of one or more 401k plans.

Company Name: LAW OFFICE OF SARA J. POWELL, PLLC

Employer identification number (EIN): 463928955

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POWELL LAW OFFICE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 SARA POWELL 2021-03-10 SARA POWELL 2021-03-10
001 2019-01-01 SARA POWELL 2020-07-29 SARA POWELL 2020-07-29
001 2018-01-01 SARA POWELL 2019-09-18 SARA POWELL 2019-09-18
001 2017-01-01 SARA POWELL 2018-09-14 SARA POWELL 2018-09-14
001 2016-01-01 SARA POWELL 2017-06-26 SARA POWELL 2017-06-26
001 2015-01-01 SARA POWELL 2016-09-01 SARA POWELL 2016-09-01
001 2014-01-01 SARA POWELL 2015-09-17 SARA POWELL 2015-09-17
001 2013-01-01 SARA POWELL 2014-10-15 SARA POWELL 2014-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	SARA POWELL	2021-03-10	SARA POWELL	2021-03-10
001	2019-01-01	SARA POWELL	2020-07-29	SARA POWELL	2020-07-29
001	2018-01-01	SARA POWELL	2019-09-18	SARA POWELL	2019-09-18
001	2017-01-01	SARA POWELL	2018-09-14	SARA POWELL	2018-09-14
001	2016-01-01	SARA POWELL	2017-06-26	SARA POWELL	2017-06-26
001	2015-01-01	SARA POWELL	2016-09-01	SARA POWELL	2016-09-01
001	2014-01-01	SARA POWELL	2015-09-17	SARA POWELL	2015-09-17
001	2013-01-01	SARA POWELL	2014-10-15	SARA POWELL	2014-10-15

Plan Statistics for POWELL LAW OFFICE PENSION PLAN

401k plan membership statisitcs for POWELL LAW OFFICE PENSION PLAN

Measure Date Value
2020: POWELL LAW OFFICE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 896,273
Acturial value of plan assets 2020-12-31 896,273
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 576,059
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 576,059
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 576,059
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 190,698
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 2020-12-31 190,698
Present value of excess contributions 2020-12-31 75,248
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 79,326
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 79,326
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 2020-12-31 295,501
Total employer contributions 2020-12-31 0
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 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 0
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: POWELL LAW OFFICE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 729,881
Acturial value of plan assets 2019-12-31 729,881
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 539,183
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 539,183
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 539,183
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 273,047
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 1
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 273,046
Present value of excess contributions 2019-12-31 14,584
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 15,393
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 15,393
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 81,795
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 190,698
Total employer contributions 2019-12-31 80,000
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 75,248
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 0
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 75,248
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: POWELL LAW OFFICE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 745,423
Acturial value of plan assets 2018-12-31 745,423
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 507,231
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 507,231
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 507,231
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 236,883
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 2018-12-31 236,883
Present value of excess contributions 2018-12-31 690
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 726
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 726
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 2018-12-31 273,047
Total employer contributions 2018-12-31 36,000
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 32,267
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 0
Net shortfall amortization installment of oustanding balance 2018-12-31 34,855
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 17,684
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 1
Additional cash requirement 2018-12-31 17,683
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 32,267
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: POWELL LAW OFFICE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 635,453
Acturial value of plan assets 2017-12-31 635,453
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 298,893
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 498,155
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 498,155
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 36,558
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 36,558
Present value of excess contributions 2017-12-31 235,357
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 247,619
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 247,619
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 49,400
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 236,883
Total employer contributions 2017-12-31 36,400
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 32,756
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 0
Net shortfall amortization installment of oustanding balance 2017-12-31 149,586
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 32,066
Additional cash requirement 2017-12-31 32,066
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 32,756
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: POWELL LAW OFFICE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 338,616
Acturial value of plan assets 2016-12-31 338,616
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 189,950
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 474,873
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 474,873
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 43,415
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 6,886
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 36,529
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 36,558
Total employer contributions 2016-12-31 275,000
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 2016-12-31 267,423
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 0
Net shortfall amortization installment of oustanding balance 2016-12-31 172,815
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 32,066
Additional cash requirement 2016-12-31 32,066
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 267,423
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
2020: POWELL LAW OFFICE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	896,273
Acturial value of plan assets	2020-12-31	896,273
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	576,059
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	576,059
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	576,059
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	190,698
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	190,698
Present value of excess contributions	2020-12-31	75,248
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	79,326
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	79,326
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	295,501
Total employer contributions	2020-12-31	0
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	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	0
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: POWELL LAW OFFICE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	729,881
Acturial value of plan assets	2019-12-31	729,881
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	539,183
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	539,183
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	539,183
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	273,047
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	1
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	273,046
Present value of excess contributions	2019-12-31	14,584
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	15,393
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	15,393
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	81,795
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	190,698
Total employer contributions	2019-12-31	80,000
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	75,248
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	0
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	75,248
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: POWELL LAW OFFICE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	745,423
Acturial value of plan assets	2018-12-31	745,423
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	507,231
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	507,231
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	507,231
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	236,883
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	236,883
Present value of excess contributions	2018-12-31	690
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	726
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	726
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	273,047
Total employer contributions	2018-12-31	36,000
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	32,267
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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	34,855
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	17,684
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	1
Additional cash requirement	2018-12-31	17,683
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	32,267
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: POWELL LAW OFFICE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	635,453
Acturial value of plan assets	2017-12-31	635,453
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	298,893
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	498,155
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	498,155
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	36,558
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	36,558
Present value of excess contributions	2017-12-31	235,357
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	247,619
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	247,619
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	49,400
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	236,883
Total employer contributions	2017-12-31	36,400
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	32,756
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	0
Net shortfall amortization installment of oustanding balance	2017-12-31	149,586
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	32,066
Additional cash requirement	2017-12-31	32,066
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	32,756
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: POWELL LAW OFFICE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	338,616
Acturial value of plan assets	2016-12-31	338,616
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	189,950
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	474,873
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	474,873
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	43,415
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	6,886
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	36,529
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	36,558
Total employer contributions	2016-12-31	275,000
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	267,423
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	0
Net shortfall amortization installment of oustanding balance	2016-12-31	172,815
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	32,066
Additional cash requirement	2016-12-31	32,066
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	267,423
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:	LAW OFFICE OF SARA J. POWELL, PLLC
Employer identification number (EIN):	463928955
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers