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ARNOLD & PORTER CASH BALANCE PLAN AND TRUST 401k Plan overview

Plan NameARNOLD & PORTER CASH BALANCE PLAN AND TRUST
Plan identification number 047

ARNOLD & PORTER CASH BALANCE PLAN AND TRUST Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

ARNOLD & PORTER KAYE SCHOLER LLP has sponsored the creation of one or more 401k plans.

Company Name:ARNOLD & PORTER KAYE SCHOLER LLP
Employer identification number (EIN):530208605
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARNOLD & PORTER CASH BALANCE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0472022-01-01
0472021-01-01
0472020-01-01
0472019-01-01
0472018-01-01
0472018-01-01

Plan Statistics for ARNOLD & PORTER CASH BALANCE PLAN AND TRUST

401k plan membership statisitcs for ARNOLD & PORTER CASH BALANCE PLAN AND TRUST

Measure Date Value
2022: ARNOLD & PORTER CASH BALANCE PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-12-31130,148,394
Acturial value of plan assets2022-12-31130,148,394
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3129
Fundng target for terminated vested participants2022-12-314,653,649
Active participant vested funding target2022-12-31108,168,287
Number of active participants2022-12-31334
Total funding liabilities for active participants2022-12-31108,168,287
Total participant count2022-12-31363
Total funding target for all participants2022-12-31112,821,936
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3111,175,442
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3111,175,442
Present value of excess contributions2022-12-3111,492,553
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3112,109,703
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3112,109,703
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-318,500,000
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3115,678,063
Total employer contributions2022-12-3137,136,787
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3134,793,771
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3120,054,337
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3118,405,942
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-3118,405,942
Contributions allocatedtoward minimum required contributions for current year2022-12-3134,793,771
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01363
Total number of active participants reported on line 7a of the Form 55002022-01-01329
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ARNOLD & PORTER CASH BALANCE PLAN AND TRUST 2021 401k membership
Market value of plan assets2021-12-31101,516,237
Acturial value of plan assets2021-12-31101,516,237
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3133
Fundng target for terminated vested participants2021-12-314,465,539
Active participant vested funding target2021-12-3184,443,635
Number of active participants2021-12-31331
Total funding liabilities for active participants2021-12-3184,443,635
Total participant count2021-12-31364
Total funding target for all participants2021-12-3188,909,174
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-315,452,996
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-315,452,996
Present value of excess contributions2021-12-3111,945,502
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3112,601,310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3112,601,310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-318,000,000
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3111,175,442
Total employer contributions2021-12-3131,373,143
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3129,333,796
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3119,272,864
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3117,841,243
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-3117,841,243
Contributions allocatedtoward minimum required contributions for current year2021-12-3129,333,796
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01364
Total number of active participants reported on line 7a of the Form 55002021-01-01320
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ARNOLD & PORTER CASH BALANCE PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-12-3163,922,175
Acturial value of plan assets2020-12-3163,922,175
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3120
Fundng target for terminated vested participants2020-12-31940,658
Active participant vested funding target2020-12-3156,235,411
Number of active participants2020-12-31329
Total funding liabilities for active participants2020-12-3156,235,411
Total participant count2020-12-31349
Total funding target for all participants2020-12-3157,176,069
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311,640,609
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-311,640,609
Present value of excess contributions2020-12-319,637,770
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3110,144,717
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3110,144,717
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-316,500,000
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-315,452,996
Total employer contributions2020-12-3132,576,581
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3130,414,493
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3119,762,101
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3118,468,991
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3118,468,991
Contributions allocatedtoward minimum required contributions for current year2020-12-3130,414,493
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01349
Total number of active participants reported on line 7a of the Form 55002020-01-01326
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ARNOLD & PORTER CASH BALANCE PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-3133,221,552
Acturial value of plan assets2019-12-3133,221,552
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3123
Fundng target for terminated vested participants2019-12-311,161,219
Active participant vested funding target2019-12-3130,266,310
Number of active participants2019-12-31320
Total funding liabilities for active participants2019-12-3130,266,310
Total participant count2019-12-31343
Total funding target for all participants2019-12-3131,427,529
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-311,556,260
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,640,609
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-311,640,609
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-311,640,609
Total employer contributions2019-12-3132,102,722
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3130,053,706
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3120,569,350
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3120,415,936
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3120,415,936
Contributions allocatedtoward minimum required contributions for current year2019-12-3130,053,706
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01343
Total number of active participants reported on line 7a of the Form 55002019-01-01312
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ARNOLD & PORTER CASH BALANCE PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-310
Acturial value of plan assets2018-12-310
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-310
Number of active participants2018-12-31343
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-31343
Total funding target for all participants2018-12-310
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3133,724,971
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3131,513,534
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3129,957,274
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3129,957,274
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3129,957,274
Contributions allocatedtoward minimum required contributions for current year2018-12-3131,513,534
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01343
Total number of active participants reported on line 7a of the Form 55002018-01-01338
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on ARNOLD & PORTER CASH BALANCE PLAN AND TRUST

Measure Date Value
2022 : ARNOLD & PORTER CASH BALANCE PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$21,383,004
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,261,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,261,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$37,136,787
Value of total assets at end of year2022-12-31$147,733,997
Value of total assets at beginning of year2022-12-31$130,612,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$28,119
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,716,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,716,139
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$17,121,481
Value of net assets at end of year (total assets less liabilities)2022-12-31$147,733,997
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$130,612,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$98,741,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$88,985,823
Interest earned on other investments2022-12-31$25,057
Value of interest in common/collective trusts at end of year2022-12-31$11,655,077
Value of interest in common/collective trusts at beginning of year2022-12-31$9,622,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$200,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$631,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$631,394
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,401,643
Net investment gain or loss from common/collective trusts2022-12-31$-1,096,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$37,136,787
Employer contributions (assets) at end of year2022-12-31$37,136,787
Employer contributions (assets) at beginning of year2022-12-31$31,373,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,261,523
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : ARNOLD & PORTER CASH BALANCE PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$38,301,834
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,697,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,697,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$31,373,143
Value of total assets at end of year2021-12-31$130,612,516
Value of total assets at beginning of year2021-12-31$102,008,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$20,047
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,503,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,503,022
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$28,603,947
Value of net assets at end of year (total assets less liabilities)2021-12-31$130,612,516
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$102,008,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$88,985,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$62,542,673
Interest earned on other investments2021-12-31$20,020
Value of interest in common/collective trusts at end of year2021-12-31$9,622,156
Value of interest in common/collective trusts at beginning of year2021-12-31$6,836,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$631,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$52,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$52,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$27
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,386,393
Net investment gain or loss from common/collective trusts2021-12-31$19,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$31,373,143
Employer contributions (assets) at end of year2021-12-31$31,373,143
Employer contributions (assets) at beginning of year2021-12-31$32,576,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,697,887
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : ARNOLD & PORTER CASH BALANCE PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$43,195,348
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,577,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,577,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$32,576,581
Value of total assets at end of year2020-12-31$102,008,569
Value of total assets at beginning of year2020-12-31$64,390,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$14,911
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,795,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,795,678
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$37,617,880
Value of net assets at end of year (total assets less liabilities)2020-12-31$102,008,569
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$64,390,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$62,542,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$29,033,056
Interest earned on other investments2020-12-31$14,728
Value of interest in common/collective trusts at end of year2020-12-31$6,836,354
Value of interest in common/collective trusts at beginning of year2020-12-31$3,259,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$52,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$6,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$6,499
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,230,938
Net investment gain or loss from common/collective trusts2020-12-31$577,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$32,576,581
Employer contributions (assets) at end of year2020-12-31$32,576,581
Employer contributions (assets) at beginning of year2020-12-31$32,092,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,577,468
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : ARNOLD & PORTER CASH BALANCE PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$34,333,386
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,667,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,667,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$32,102,722
Value of total assets at end of year2019-12-31$64,390,689
Value of total assets at beginning of year2019-12-31$33,724,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42
Total interest from all sources2019-12-31$1,293
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$619,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$619,781
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$42
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$85
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$30,665,733
Value of net assets at end of year (total assets less liabilities)2019-12-31$64,390,689
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,724,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,033,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$3,259,115
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,499
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,425,475
Net investment gain or loss from common/collective trusts2019-12-31$184,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$32,102,722
Employer contributions (assets) at end of year2019-12-31$32,092,019
Employer contributions (assets) at beginning of year2019-12-31$33,724,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,667,611
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2019-12-31390859910
2018 : ARNOLD & PORTER CASH BALANCE PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$33,724,871
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$33,724,871
Value of total assets at end of year2018-12-31$33,724,871
Value of total assets at beginning of year2018-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$15
Total non interest bearing cash at end of year2018-12-31$85
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$33,724,871
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,724,871
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$33,724,871
Employer contributions (assets) at end of year2018-12-31$33,724,871
Employer contributions (assets) at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2018-12-31390859910

Form 5500 Responses for ARNOLD & PORTER CASH BALANCE PLAN AND TRUST

2022: ARNOLD & PORTER CASH BALANCE PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ARNOLD & PORTER CASH BALANCE PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ARNOLD & PORTER CASH BALANCE PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ARNOLD & PORTER CASH BALANCE PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ARNOLD & PORTER CASH BALANCE PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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