401k Plan data: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN plan

TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 401k Plan overview

Plan Name	TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN
Plan identification number	001

TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). 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).

401k Sponsoring company profile

TAYLOR, BOOK, ALLEN & MORRIS,L.L.P has sponsored the creation of one or more 401k plans.

Company Name: TAYLOR, BOOK, ALLEN & MORRIS,L.L.P

Employer identification number (EIN): 741822227

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JANET WAHRENBERGER
001 2016-01-01 JANET WAHRENBERGER
001 2015-01-01 JANET WAHRENBERGER
001 2014-01-01 JANET WAHRENBERGER
001 2013-01-01 JANET WAHRENBERGER
001 2012-01-01 WILLIAM C BOOK
001 2011-01-01 WILLIAM C. BOOK WILLIAM C. BOOK 2012-10-09
001 2010-01-01 WILLIAM C. BOOK WILLIAM C. BOOK 2011-10-10
001 2009-01-01 JANET WAHRENBERGER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JANET WAHRENBERGER
001	2016-01-01	JANET WAHRENBERGER
001	2015-01-01	JANET WAHRENBERGER
001	2014-01-01	JANET WAHRENBERGER
001	2013-01-01	JANET WAHRENBERGER
001	2012-01-01	WILLIAM C BOOK
001	2011-01-01	WILLIAM C. BOOK	WILLIAM C. BOOK	2012-10-09
001	2010-01-01	WILLIAM C. BOOK	WILLIAM C. BOOK	2011-10-10
001	2009-01-01	JANET WAHRENBERGER

Plan Statistics for TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN

401k plan membership statisitcs for TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN

Measure Date Value
2020: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 8,841,987
Acturial value of plan assets 2018-12-31 8,841,987
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 3,143,303
Number of terminated vested participants 2018-12-31 16
Fundng target for terminated vested participants 2018-12-31 1,594,259
Active participant vested funding target 2018-12-31 2,453,305
Number of active participants 2018-12-31 20
Total funding liabilities for active participants 2018-12-31 2,474,879
Total participant count 2018-12-31 45
Total funding target for all participants 2018-12-31 7,212,441
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 2,298,772
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 2,298,772
Present value of excess contributions 2018-12-31 186,192
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 197,177
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 197,177
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 2,765,825
Total employer contributions 2018-12-31 120,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 113,888
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 0
Net shortfall amortization installment of oustanding balance 2018-12-31 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 2018-12-31 113,888
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 15
Number of retired or separated participants receiving benefits 2018-01-01 10
Number of other retired or separated participants entitled to future benefits 2018-01-01 17
Total of all active and inactive participants 2018-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 8,377,986
Acturial value of plan assets 2017-12-31 8,377,986
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 3,213,721
Number of terminated vested participants 2017-12-31 14
Fundng target for terminated vested participants 2017-12-31 682,560
Active participant vested funding target 2017-12-31 3,235,185
Number of active participants 2017-12-31 23
Total funding liabilities for active participants 2017-12-31 3,268,431
Total participant count 2017-12-31 46
Total funding target for all participants 2017-12-31 7,164,712
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 1,845,648
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 1,845,648
Present value of excess contributions 2017-12-31 278,333
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 295,506
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 295,506
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 2,298,772
Total employer contributions 2017-12-31 200,000
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 2017-12-31 186,192
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 186,192
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 21
Number of retired or separated participants receiving benefits 2017-01-01 9
Number of other retired or separated participants entitled to future benefits 2017-01-01 14
Total of all active and inactive participants 2017-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 9,968,846
Acturial value of plan assets 2016-12-31 9,968,846
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 3,178,744
Number of terminated vested participants 2016-12-31 64
Fundng target for terminated vested participants 2016-12-31 2,286,839
Active participant vested funding target 2016-12-31 3,005,849
Number of active participants 2016-12-31 25
Total funding liabilities for active participants 2016-12-31 3,042,887
Total participant count 2016-12-31 97
Total funding target for all participants 2016-12-31 8,508,470
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 1,513,234
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 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 1,513,234
Present value of excess contributions 2016-12-31 306,390
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 325,907
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 325,907
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 1,845,648
Total employer contributions 2016-12-31 300,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 278,333
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 278,333
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 97
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 23
Number of retired or separated participants receiving benefits 2016-01-01 9
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 25
Number of retired or separated participants receiving benefits 2015-01-01 8
Number of other retired or separated participants entitled to future benefits 2015-01-01 64
Total of all active and inactive participants 2015-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 26
Number of retired or separated participants receiving benefits 2014-01-01 8
Number of other retired or separated participants entitled to future benefits 2014-01-01 65
Total of all active and inactive participants 2014-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 31
Number of retired or separated participants receiving benefits 2013-01-01 7
Number of other retired or separated participants entitled to future benefits 2013-01-01 61
Total of all active and inactive participants 2013-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 34
Number of retired or separated participants receiving benefits 2012-01-01 7
Number of other retired or separated participants entitled to future benefits 2012-01-01 58
Total of all active and inactive participants 2012-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 35
Number of retired or separated participants receiving benefits 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 57
Total of all active and inactive participants 2011-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 35
Number of retired or separated participants receiving benefits 2010-01-01 7
Number of other retired or separated participants entitled to future benefits 2010-01-01 57
Total of all active and inactive participants 2010-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 39
Number of retired or separated participants receiving benefits 2009-01-01 7
Number of other retired or separated participants entitled to future benefits 2009-01-01 53
Total of all active and inactive participants 2009-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	8,841,987
Acturial value of plan assets	2018-12-31	8,841,987
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	3,143,303
Number of terminated vested participants	2018-12-31	16
Fundng target for terminated vested participants	2018-12-31	1,594,259
Active participant vested funding target	2018-12-31	2,453,305
Number of active participants	2018-12-31	20
Total funding liabilities for active participants	2018-12-31	2,474,879
Total participant count	2018-12-31	45
Total funding target for all participants	2018-12-31	7,212,441
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	2,298,772
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	2,298,772
Present value of excess contributions	2018-12-31	186,192
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	197,177
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	197,177
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	2,765,825
Total employer contributions	2018-12-31	120,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	113,888
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	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	113,888
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	15
Number of retired or separated participants receiving benefits	2018-01-01	10
Number of other retired or separated participants entitled to future benefits	2018-01-01	17
Total of all active and inactive participants	2018-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	8,377,986
Acturial value of plan assets	2017-12-31	8,377,986
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	3,213,721
Number of terminated vested participants	2017-12-31	14
Fundng target for terminated vested participants	2017-12-31	682,560
Active participant vested funding target	2017-12-31	3,235,185
Number of active participants	2017-12-31	23
Total funding liabilities for active participants	2017-12-31	3,268,431
Total participant count	2017-12-31	46
Total funding target for all participants	2017-12-31	7,164,712
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	1,845,648
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	1,845,648
Present value of excess contributions	2017-12-31	278,333
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	295,506
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	295,506
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	2,298,772
Total employer contributions	2017-12-31	200,000
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	186,192
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	186,192
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	21
Number of retired or separated participants receiving benefits	2017-01-01	9
Number of other retired or separated participants entitled to future benefits	2017-01-01	14
Total of all active and inactive participants	2017-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	9,968,846
Acturial value of plan assets	2016-12-31	9,968,846
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	3,178,744
Number of terminated vested participants	2016-12-31	64
Fundng target for terminated vested participants	2016-12-31	2,286,839
Active participant vested funding target	2016-12-31	3,005,849
Number of active participants	2016-12-31	25
Total funding liabilities for active participants	2016-12-31	3,042,887
Total participant count	2016-12-31	97
Total funding target for all participants	2016-12-31	8,508,470
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	1,513,234
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	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	1,513,234
Present value of excess contributions	2016-12-31	306,390
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	325,907
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	325,907
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	1,845,648
Total employer contributions	2016-12-31	300,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	278,333
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	278,333
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	97
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	23
Number of retired or separated participants receiving benefits	2016-01-01	9
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	25
Number of retired or separated participants receiving benefits	2015-01-01	8
Number of other retired or separated participants entitled to future benefits	2015-01-01	64
Total of all active and inactive participants	2015-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	26
Number of retired or separated participants receiving benefits	2014-01-01	8
Number of other retired or separated participants entitled to future benefits	2014-01-01	65
Total of all active and inactive participants	2014-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	31
Number of retired or separated participants receiving benefits	2013-01-01	7
Number of other retired or separated participants entitled to future benefits	2013-01-01	61
Total of all active and inactive participants	2013-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	34
Number of retired or separated participants receiving benefits	2012-01-01	7
Number of other retired or separated participants entitled to future benefits	2012-01-01	58
Total of all active and inactive participants	2012-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	35
Number of retired or separated participants receiving benefits	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	57
Total of all active and inactive participants	2011-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	35
Number of retired or separated participants receiving benefits	2010-01-01	7
Number of other retired or separated participants entitled to future benefits	2010-01-01	57
Total of all active and inactive participants	2010-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	39
Number of retired or separated participants receiving benefits	2009-01-01	7
Number of other retired or separated participants entitled to future benefits	2009-01-01	53
Total of all active and inactive participants	2009-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN

Measure	Date	Value
2020 : TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-01-10	$1,783
Expenses. Total of all expenses incurred	2020-01-10	$33,569
Benefits paid (including direct rollovers)	2020-01-10	$32,825
Total plan assets at end of year	2020-01-10	$0
Total plan assets at beginning of year	2020-01-10	$31,786
Value of fidelity bond covering the plan	2020-01-10	$500,000
Other income received	2020-01-10	$1,783
Net income (gross income less expenses)	2020-01-10	$-31,786
Net plan assets at end of year (total assets less liabilities)	2020-01-10	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-01-10	$31,786
Expenses. Administrative service providers (salaries,fees and commissions)	2020-01-10	$744
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-01-10	$0
2019 : TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,261,841
Expenses. Total of all expenses incurred	2019-12-31	$9,133,741
Benefits paid (including direct rollovers)	2019-12-31	$4,322,058
Total plan assets at end of year	2019-12-31	$31,786
Total plan assets at beginning of year	2019-12-31	$7,903,686
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$1,067,636
Net income (gross income less expenses)	2019-12-31	$-7,871,900
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$31,786
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,903,686
Total contributions received or receivable from employer(s)	2019-12-31	$194,205
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$4,811,683
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-30,620
Expenses. Total of all expenses incurred	2018-12-31	$769,970
Benefits paid (including direct rollovers)	2018-12-31	$769,970
Total plan assets at end of year	2018-12-31	$7,903,686
Total plan assets at beginning of year	2018-12-31	$8,704,276
Value of fidelity bond covering the plan	2018-12-31	$500,000
Other income received	2018-12-31	$-230,620
Net income (gross income less expenses)	2018-12-31	$-800,590
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,903,686
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$8,704,276
Total contributions received or receivable from employer(s)	2018-12-31	$200,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,251,025
Expenses. Total of all expenses incurred	2017-12-31	$687,860
Benefits paid (including direct rollovers)	2017-12-31	$687,860
Total plan assets at end of year	2017-12-31	$8,704,276
Total plan assets at beginning of year	2017-12-31	$8,141,111
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$951,025
Net income (gross income less expenses)	2017-12-31	$563,165
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$8,704,276
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$8,141,111
Total contributions received or receivable from employer(s)	2017-12-31	$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,046,845
Expenses. Total of all expenses incurred	2016-12-31	$2,637,137
Benefits paid (including direct rollovers)	2016-12-31	$2,637,137
Total plan assets at end of year	2016-12-31	$8,141,111
Total plan assets at beginning of year	2016-12-31	$9,731,403
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$746,845
Net income (gross income less expenses)	2016-12-31	$-1,590,292
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$8,141,111
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$9,731,403
Total contributions received or receivable from employer(s)	2016-12-31	$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$370,916
Expenses. Total of all expenses incurred	2015-12-31	$587,661
Benefits paid (including direct rollovers)	2015-12-31	$587,661
Total plan assets at end of year	2015-12-31	$9,731,403
Total plan assets at beginning of year	2015-12-31	$9,948,148
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$0
Other income received	2015-12-31	$40,916
Net income (gross income less expenses)	2015-12-31	$-216,745
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,731,403
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$9,948,148
Total contributions received or receivable from employer(s)	2015-12-31	$330,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$984,879
Expenses. Total of all expenses incurred	2014-12-31	$320,454
Benefits paid (including direct rollovers)	2014-12-31	$320,454
Total plan assets at end of year	2014-12-31	$9,948,148
Total plan assets at beginning of year	2014-12-31	$9,283,723
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$624,879
Net income (gross income less expenses)	2014-12-31	$664,425
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$9,948,148
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$9,283,723
Total contributions received or receivable from employer(s)	2014-12-31	$360,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,321,688
Expenses. Total of all expenses incurred	2013-12-31	$343,795
Benefits paid (including direct rollovers)	2013-12-31	$317,380
Total plan assets at end of year	2013-12-31	$9,283,723
Total plan assets at beginning of year	2013-12-31	$7,305,830
Value of fidelity bond covering the plan	2013-12-31	$500,000
Other income received	2013-12-31	$1,917,997
Net income (gross income less expenses)	2013-12-31	$1,977,893
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$9,283,723
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,305,830
Total contributions received or receivable from employer(s)	2013-12-31	$403,691
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$26,415
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,254,267
Expenses. Total of all expenses incurred	2012-12-31	$362,058
Benefits paid (including direct rollovers)	2012-12-31	$317,380
Total plan assets at end of year	2012-12-31	$7,305,830
Total plan assets at beginning of year	2012-12-31	$6,413,621
Value of fidelity bond covering the plan	2012-12-31	$500,000
Other income received	2012-12-31	$947,116
Net income (gross income less expenses)	2012-12-31	$892,209
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,305,830
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,413,621
Total contributions received or receivable from employer(s)	2012-12-31	$307,151
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$44,678
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$240,783
Expenses. Total of all expenses incurred	2011-12-31	$367,860
Benefits paid (including direct rollovers)	2011-12-31	$317,380
Total plan assets at end of year	2011-12-31	$6,413,621
Total plan assets at beginning of year	2011-12-31	$6,540,698
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$-140,064
Net income (gross income less expenses)	2011-12-31	$-127,077
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,413,621
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,540,698
Total contributions received or receivable from employer(s)	2011-12-31	$380,847
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$50,480
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,107,573
Expenses. Total of all expenses incurred	2010-12-31	$361,112
Benefits paid (including direct rollovers)	2010-12-31	$317,380
Total plan assets at end of year	2010-12-31	$6,540,698
Total plan assets at beginning of year	2010-12-31	$5,794,237
Value of fidelity bond covering the plan	2010-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$43,732
Other income received	2010-12-31	$807,573
Net income (gross income less expenses)	2010-12-31	$746,461
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,540,698
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,794,237
Total contributions received or receivable from employer(s)	2010-12-31	$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN

2020: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TEKELL, BOOK, ALLEN & MORRIS, L.L.P. ATTORNEYS AT LAW RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

IN-15923

Policy instance

Insurance contract or identification number	IN-15923
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

IN-15923

Policy instance

Insurance contract or identification number	IN-15923
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

IN-15923

Policy instance

Insurance contract or identification number	IN-15923
Number of Individuals Covered	42
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

IN-15923

Policy instance

Insurance contract or identification number	IN-15923
Number of Individuals Covered	44
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

IN-15923

Policy instance

Insurance contract or identification number	IN-15923
Number of Individuals Covered	97
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

IN-15923

Policy instance

Insurance contract or identification number	IN-15923
Number of Individuals Covered	99
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

IN-15923

Policy instance

Insurance contract or identification number	IN-15923
Number of Individuals Covered	99
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

IN-15923

Policy instance

Insurance contract or identification number	IN-15923
Number of Individuals Covered	99
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

IN-15923

Policy instance

Insurance contract or identification number	IN-15923
Number of Individuals Covered	99
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

IN-15923

Policy instance

Insurance contract or identification number	IN-15923
Number of Individuals Covered	99
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	TAYLOR, BOOK, ALLEN & MORRIS,L.L.P
Employer identification number (EIN):	741822227
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers