401k Plan data: EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN plan

EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN
Plan identification number	008

EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan covering Self-Employed individuals.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LOCKE LORD, LLP has sponsored the creation of one or more 401k plans.

Company Name: LOCKE LORD, LLP

Employer identification number (EIN): 741164324

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about LOCKE LORD, LLP

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4424893

More information about LOCKE LORD, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
008 2019-01-01
008 2018-01-01
008 2017-01-01
008 2016-01-01
008 2015-01-01 E. PHILIP BUSH

Plan Statistics for EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN

401k plan membership statisitcs for EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN

Measure Date Value
2018: EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 14,485,959
Acturial value of plan assets 2018-12-31 14,485,959
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 2,824,496
Number of terminated vested participants 2018-12-31 26
Fundng target for terminated vested participants 2018-12-31 4,989,192
Active participant vested funding target 2018-12-31 5,211,591
Number of active participants 2018-12-31 21
Total funding liabilities for active participants 2018-12-31 5,211,591
Total participant count 2018-12-31 53
Total funding target for all participants 2018-12-31 13,025,279
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 1,237,021
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 1,303,449
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 11,566
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 11,140
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 6,000
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 11,140
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 14,300,257
Acturial value of plan assets 2017-12-31 14,300,257
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 2,299,048
Number of terminated vested participants 2017-12-31 27
Fundng target for terminated vested participants 2017-12-31 5,647,296
Active participant vested funding target 2017-12-31 6,802,061
Number of active participants 2017-12-31 26
Total funding liabilities for active participants 2017-12-31 6,802,061
Total participant count 2017-12-31 58
Total funding target for all participants 2017-12-31 14,748,405
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 2017-12-31 614,426
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 648,219
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 1,621,033
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 1,545,639
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 13,100
Net shortfall amortization installment of oustanding balance 2017-12-31 448,148
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 308,618
Additional cash requirement 2017-12-31 308,618
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 1,545,639
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 12,915,705
Acturial value of plan assets 2016-12-31 12,915,705
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 970,113
Number of terminated vested participants 2016-12-31 29
Fundng target for terminated vested participants 2016-12-31 4,896,326
Active participant vested funding target 2016-12-31 8,981,628
Number of active participants 2016-12-31 32
Total funding liabilities for active participants 2016-12-31 8,981,628
Total participant count 2016-12-31 65
Total funding target for all participants 2016-12-31 14,848,067
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 154,013
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 2016-12-31 154,013
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 507,256
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 528,062
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 0
Total employer contributions 2016-12-31 1,635,607
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 1,551,119
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 10,400
Net shortfall amortization installment of oustanding balance 2016-12-31 1,932,362
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 936,693
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 936,693
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 1,551,119
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 26
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 27
Total of all active and inactive participants 2016-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 32
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 29
Total of all active and inactive participants 2015-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2018: EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	14,485,959
Acturial value of plan assets	2018-12-31	14,485,959
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	2,824,496
Number of terminated vested participants	2018-12-31	26
Fundng target for terminated vested participants	2018-12-31	4,989,192
Active participant vested funding target	2018-12-31	5,211,591
Number of active participants	2018-12-31	21
Total funding liabilities for active participants	2018-12-31	5,211,591
Total participant count	2018-12-31	53
Total funding target for all participants	2018-12-31	13,025,279
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	1,237,021
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	1,303,449
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	11,566
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	11,140
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	6,000
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	11,140
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	14,300,257
Acturial value of plan assets	2017-12-31	14,300,257
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	2,299,048
Number of terminated vested participants	2017-12-31	27
Fundng target for terminated vested participants	2017-12-31	5,647,296
Active participant vested funding target	2017-12-31	6,802,061
Number of active participants	2017-12-31	26
Total funding liabilities for active participants	2017-12-31	6,802,061
Total participant count	2017-12-31	58
Total funding target for all participants	2017-12-31	14,748,405
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	614,426
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	648,219
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	1,621,033
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	1,545,639
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	13,100
Net shortfall amortization installment of oustanding balance	2017-12-31	448,148
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	308,618
Additional cash requirement	2017-12-31	308,618
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	1,545,639
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	12,915,705
Acturial value of plan assets	2016-12-31	12,915,705
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	970,113
Number of terminated vested participants	2016-12-31	29
Fundng target for terminated vested participants	2016-12-31	4,896,326
Active participant vested funding target	2016-12-31	8,981,628
Number of active participants	2016-12-31	32
Total funding liabilities for active participants	2016-12-31	8,981,628
Total participant count	2016-12-31	65
Total funding target for all participants	2016-12-31	14,848,067
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	154,013
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	154,013
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	507,256
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	528,062
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	0
Total employer contributions	2016-12-31	1,635,607
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	1,551,119
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	10,400
Net shortfall amortization installment of oustanding balance	2016-12-31	1,932,362
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	936,693
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	936,693
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	1,551,119
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	26
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	27
Total of all active and inactive participants	2016-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	32
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	29
Total of all active and inactive participants	2015-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN

Measure	Date	Value
2016 : EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$23,597
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,128,894
Total loss/gain on sale of assets	2016-12-31	$11,792
Total of all expenses incurred	2016-12-31	$734,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$721,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,635,606
Value of total assets at end of year	2016-12-31	$14,341,288
Value of total assets at beginning of year	2016-12-31	$12,923,414
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$13,111
Total interest from all sources	2016-12-31	$1,189
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$303,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$303,814
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$131,142
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$1,299,623
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$97
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$23,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$2,450
Administrative expenses (other) incurred	2016-12-31	$2,627
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$-25,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,394,277
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$14,317,691
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$12,923,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$13,070,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$11,037,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$335,208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$204,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$204,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$1,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$174,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,635,606
Employer contributions (assets) at end of year	2016-12-31	$804,000
Employer contributions (assets) at beginning of year	2016-12-31	$407,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$721,506
Contract administrator fees	2016-12-31	$10,484
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$7,691,201
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$7,679,409
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WHITLEY PENN LLP
Accountancy firm EIN	2016-12-31	752393478
2015 : EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$2,695
Total unrealized appreciation/depreciation of assets	2015-12-31	$2,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,454,712
Total loss/gain on sale of assets	2015-12-31	$11,406
Total of all expenses incurred	2015-12-31	$5,471,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$5,460,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,325,468
Value of total assets at end of year	2015-12-31	$12,923,414
Value of total assets at beginning of year	2015-12-31	$16,940,036
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$10,716
Total interest from all sources	2015-12-31	$19
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$351,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$351,998
Administrative expenses professional fees incurred	2015-12-31	$10,417
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$1,299,623
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$2,285,523
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$2,876
Administrative expenses (other) incurred	2015-12-31	$299
Total non interest bearing cash at end of year	2015-12-31	$-25,629
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-4,016,622
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,923,414
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,940,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$11,037,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$14,156,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$204,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$82,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$82,763
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-239,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,325,468
Employer contributions (assets) at end of year	2015-12-31	$407,116
Employer contributions (assets) at beginning of year	2015-12-31	$414,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$5,460,618
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$6,375,095
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$6,363,689
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN	2015-12-31	431947695

Form 5500 Responses for EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN

2016: EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EDWARDS ANGELL PALMER & DODGE LLP DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LOCKE LORD, LLP
Employer identification number (EIN):	741164324
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4424893

Plan id#	Filing Submission Date	Name of Administrator
008	2019-01-01
008	2018-01-01
008	2017-01-01
008	2016-01-01
008	2015-01-01	E. PHILIP BUSH