401k Plan data: LMA LAW LLP CASH BALANCE PLAN plan

LMA LAW LLP CASH BALANCE PLAN 401k Plan overview

Plan Name	LMA LAW LLP CASH BALANCE PLAN
Plan identification number	002

LMA LAW 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

LMA LAW, LLP has sponsored the creation of one or more 401k plans.

Company Name: LMA LAW, LLP

Employer identification number (EIN): 464569154

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LMA LAW LLP CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 LUCY LOFRUMENTO 2024-10-08
002 2022-01-01 LUCY LOFRUMENTO 2023-06-25
002 2021-01-01 LUCY LOFRUMENTO 2022-05-31
002 2020-01-01 LUCY LOFRUMENTO 2021-05-27
002 2018-01-01 LUCY LOFRUMENTO 2019-07-23
002 2017-01-01 LUCY LOFRUMENTO 2018-06-28
002 2016-01-01 LUCY LOFRUMENTO 2017-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	LUCY LOFRUMENTO	2024-10-08
002	2022-01-01	LUCY LOFRUMENTO	2023-06-25
002	2021-01-01	LUCY LOFRUMENTO	2022-05-31
002	2020-01-01	LUCY LOFRUMENTO	2021-05-27
002	2018-01-01	LUCY LOFRUMENTO	2019-07-23
002	2017-01-01	LUCY LOFRUMENTO	2018-06-28
002	2016-01-01	LUCY LOFRUMENTO	2017-07-11

Plan Statistics for LMA LAW LLP CASH BALANCE PLAN

401k plan membership statisitcs for LMA LAW LLP CASH BALANCE PLAN

Measure Date Value
2025: LMA LAW LLP CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-09-06 7
Total number of particpants at end of year 2025-09-06 0
2024: LMA LAW LLP CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-08 5
Total number of particpants at end of year 2024-10-08 7
2022: LMA LAW LLP CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,242,905
Acturial value of plan assets 2022-12-31 1,242,905
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 16,433
Active participant vested funding target 2022-12-31 1,229,835
Number of active participants 2022-12-31 4
Total funding liabilities for active participants 2022-12-31 1,229,835
Total participant count 2022-12-31 5
Total funding target for all participants 2022-12-31 1,246,268
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 2022-12-31 178,933
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 178,933
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 2022-12-31 177,032
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 2022-12-31 177,876
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 2022-12-31 175,384
Net shortfall amortization installment of oustanding balance 2022-12-31 3,363
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 175,695
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 2022-12-31 175,695
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 177,876
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-05-31 7
Total number of particpants at end of year 2022-05-31 5
2021: LMA LAW LLP CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,276,945
Acturial value of plan assets 2021-12-31 1,276,945
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 2021-12-31 999,512
Number of active participants 2021-12-31 5
Total funding liabilities for active participants 2021-12-31 999,512
Total participant count 2021-12-31 5
Total funding target for all participants 2021-12-31 999,512
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 2021-12-31 141,438
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 141,438
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 2021-12-31 178,218
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 2021-12-31 178,933
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 2021-12-31 174,636
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 178,933
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: LMA LAW LLP CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 923,896
Acturial value of plan assets 2020-12-31 923,896
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 2020-12-31 783,354
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 783,354
Total participant count 2020-12-31 5
Total funding target for all participants 2020-12-31 783,354
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 0
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 0
Present value of excess contributions 2020-12-31 69,335
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 69,335
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 0
Total employer contributions 2020-12-31 178,073
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 2020-12-31 176,743
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 2020-12-31 175,848
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 35,305
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 35,305
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 176,743
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: LMA LAW LLP CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 634,842
Acturial value of plan assets 2019-12-31 634,842
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 2019-12-31 568,220
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 568,220
Total participant count 2019-12-31 5
Total funding target for all participants 2019-12-31 568,220
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 0
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 0
Present value of excess contributions 2019-12-31 3,028
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 3,028
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 0
Total employer contributions 2019-12-31 178,184
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 2019-12-31 178,064
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 2019-12-31 175,351
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 108,729
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 2019-12-31 108,729
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 178,064
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LMA LAW LLP CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 351,280
Acturial value of plan assets 2018-12-31 351,280
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 2018-12-31 362,918
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 362,918
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 362,918
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 0
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 0
Present value of excess contributions 2018-12-31 30,048
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 30,048
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 0
Total employer contributions 2018-12-31 178,151
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 2018-12-31 178,801
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 2018-12-31 173,873
Net shortfall amortization installment of oustanding balance 2018-12-31 11,638
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 175,773
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 2018-12-31 175,773
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 178,801
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LMA LAW LLP CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 195,882
Acturial value of plan assets 2017-12-31 195,882
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 0
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 172,709
Total participant count 2017-12-31 4
Total funding target for all participants 2017-12-31 172,709
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 0
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 0
Present value of excess contributions 2017-12-31 10,575
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 10,575
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 0
Total employer contributions 2017-12-31 174,450
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 2017-12-31 174,976
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 2017-12-31 168,100
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 2017-12-31 144,928
Additional cash requirement 2017-12-31 144,928
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 174,976
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LMA LAW LLP CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 336
Acturial value of plan assets 2016-12-31 336
Total participant count 2016-12-31 0
Total funding target for all participants 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 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 0
Total employer contributions 2016-12-31 171,950
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 2016-12-31 172,387
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 2016-12-31 162,148
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 2016-12-31 161,812
Additional cash requirement 2016-12-31 161,812
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 172,387
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
2025: LMA LAW LLP CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-06	7
Total number of particpants at end of year	2025-09-06	0
2024: LMA LAW LLP CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-08	5
Total number of particpants at end of year	2024-10-08	7
2022: LMA LAW LLP CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,242,905
Acturial value of plan assets	2022-12-31	1,242,905
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	16,433
Active participant vested funding target	2022-12-31	1,229,835
Number of active participants	2022-12-31	4
Total funding liabilities for active participants	2022-12-31	1,229,835
Total participant count	2022-12-31	5
Total funding target for all participants	2022-12-31	1,246,268
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	178,933
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	178,933
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	177,032
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	177,876
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	175,384
Net shortfall amortization installment of oustanding balance	2022-12-31	3,363
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	175,695
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	175,695
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	177,876
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-05-31	7
Total number of particpants at end of year	2022-05-31	5
2021: LMA LAW LLP CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,276,945
Acturial value of plan assets	2021-12-31	1,276,945
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	999,512
Number of active participants	2021-12-31	5
Total funding liabilities for active participants	2021-12-31	999,512
Total participant count	2021-12-31	5
Total funding target for all participants	2021-12-31	999,512
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	141,438
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	141,438
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	178,218
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	178,933
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	174,636
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	178,933
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: LMA LAW LLP CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	923,896
Acturial value of plan assets	2020-12-31	923,896
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	783,354
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	783,354
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	783,354
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	0
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	0
Present value of excess contributions	2020-12-31	69,335
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	69,335
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	0
Total employer contributions	2020-12-31	178,073
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	176,743
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	175,848
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	35,305
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	35,305
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	176,743
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: LMA LAW LLP CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	634,842
Acturial value of plan assets	2019-12-31	634,842
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	568,220
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	568,220
Total participant count	2019-12-31	5
Total funding target for all participants	2019-12-31	568,220
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	0
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	0
Present value of excess contributions	2019-12-31	3,028
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	3,028
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	0
Total employer contributions	2019-12-31	178,184
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	178,064
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	175,351
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	108,729
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	108,729
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	178,064
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LMA LAW LLP CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	351,280
Acturial value of plan assets	2018-12-31	351,280
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	362,918
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	362,918
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	362,918
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	0
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	0
Present value of excess contributions	2018-12-31	30,048
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	30,048
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	0
Total employer contributions	2018-12-31	178,151
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	178,801
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	173,873
Net shortfall amortization installment of oustanding balance	2018-12-31	11,638
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	175,773
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	175,773
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	178,801
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LMA LAW LLP CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	195,882
Acturial value of plan assets	2017-12-31	195,882
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	0
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	172,709
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	172,709
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	0
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	0
Present value of excess contributions	2017-12-31	10,575
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	10,575
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	0
Total employer contributions	2017-12-31	174,450
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	174,976
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	168,100
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	144,928
Additional cash requirement	2017-12-31	144,928
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	174,976
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LMA LAW LLP CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	336
Acturial value of plan assets	2016-12-31	336
Total participant count	2016-12-31	0
Total funding target for all participants	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	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	0
Total employer contributions	2016-12-31	171,950
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	172,387
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	162,148
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	161,812
Additional cash requirement	2016-12-31	161,812
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	172,387
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on LMA LAW LLP CASH BALANCE PLAN

Measure	Date	Value
2025 : LMA LAW LLP CASH BALANCE PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-09-06	0
Total liabilities as of the beginning of the plan year	2025-09-06	0
Total expenses incurred by plan in this plan year	2025-09-06	1978710
Net assets as of the end of the plan year	2025-09-06	0
Total assets as of the beginning of the plan year	2025-09-06	1847797
Value of plan covered by a fidelity bond	2025-09-06	500000
Participant contributions to plan in this plan year	2025-09-06	0
Other expenses paid from plan in this plan year	2025-09-06	0
Other contributions to plan in this plan year	2025-09-06	0
Other income to plan in this plan year	2025-09-06	130913
Plan net income in this plan year	2025-09-06	-1847797
Net assets as of the end of the plan year	2025-09-06	0
Net assets as of the beginning of the plan year	2025-09-06	1847797
Employer contributions to plan in this plan year	2025-09-06	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-06	0
2024 : LMA LAW LLP CASH BALANCE PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-10-08	0
Total expenses incurred by plan in this plan year	2024-10-08	0
Net assets as of the end of the plan year	2024-10-08	1847797
Total assets as of the beginning of the plan year	2024-10-08	1420781
Value of plan covered by a fidelity bond	2024-10-08	500000
Participant contributions to plan in this plan year	2024-10-08	0
Other expenses paid from plan in this plan year	2024-10-08	0
Other contributions to plan in this plan year	2024-10-08	0
Other income to plan in this plan year	2024-10-08	192254
Plan net income in this plan year	2024-10-08	427016
Net assets as of the end of the plan year	2024-10-08	1847797
Net assets as of the beginning of the plan year	2024-10-08	1420781
Employer contributions to plan in this plan year	2024-10-08	234762
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-08	0
2022 : LMA LAW LLP CASH BALANCE PLAN 2022 401k financial data
Net assets as of the end of the plan year	2022-05-31	1455878
Total assets as of the beginning of the plan year	2022-05-31	1101968
Value of plan covered by a fidelity bond	2022-05-31	25000
Other income to plan in this plan year	2022-05-31	175690
Plan net income in this plan year	2022-05-31	353910
Net assets as of the end of the plan year	2022-05-31	1455878
Net assets as of the beginning of the plan year	2022-05-31	1101968
Employer contributions to plan in this plan year	2022-05-31	178220

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Company Name:	LMA LAW, LLP
Employer identification number (EIN):	464569154
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers