401k Plan data: COURTNEY & LE ARCHITECTS, INC. DEFINED BENEFIT PENSION PLAN plan

COURTNEY & LE ARCHITECTS, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	COURTNEY & LE ARCHITECTS, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

COURTNEY & LE ARCHITECTS, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COURTNEY & LE ARCHITECTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: COURTNEY & LE ARCHITECTS, INC.

Employer identification number (EIN): 770536937

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COURTNEY & LE ARCHITECTS, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 MAI LE 2020-10-13
002 2018-01-01 MAI LE 2019-10-15
002 2017-01-01 MAI LE 2018-09-11
002 2016-01-01 MAI LE 2017-10-11
002 2015-01-01 MAI LE 2016-07-22
002 2014-01-01 MAI LE 2015-08-06
002 2013-01-01 MAI LE 2014-10-07 MAI LE 2014-10-07
002 2012-01-01 MAI LE 2013-10-07
002 2011-01-01 MAI LE 2012-10-04
002 2010-01-01 MAI LE 2011-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	MAI LE	2020-10-13
002	2018-01-01	MAI LE	2019-10-15
002	2017-01-01	MAI LE	2018-09-11
002	2016-01-01	MAI LE	2017-10-11
002	2015-01-01	MAI LE	2016-07-22
002	2014-01-01	MAI LE	2015-08-06
002	2013-01-01	MAI LE	2014-10-07	MAI LE	2014-10-07
002	2012-01-01	MAI LE	2013-10-07
002	2011-01-01	MAI LE	2012-10-04
002	2010-01-01	MAI LE	2011-10-06

Plan Statistics for COURTNEY & LE ARCHITECTS, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for COURTNEY & LE ARCHITECTS, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: COURTNEY & LE ARCHITECTS, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 4,118,491
Acturial value of plan assets 2018-12-31 4,118,491
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 3,321
Active participant vested funding target 2018-12-31 3,911,686
Number of active participants 2018-12-31 4
Total funding liabilities for active participants 2018-12-31 3,911,686
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 3,915,007
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 74,822
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 74,822
Present value of excess contributions 2018-12-31 285,724
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 300,067
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 86,060
Total employer contributions 2018-12-31 0
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 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 2018-12-31 202,134
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 84,710
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 84,710
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: COURTNEY & LE ARCHITECTS, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 3,213,618
Acturial value of plan assets 2017-12-31 3,213,618
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 3,147
Active participant vested funding target 2017-12-31 3,058,501
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 3,058,501
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 3,061,648
Balance at beginning of prior year after applicable adjustments 2017-12-31 2,843
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 221,559
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 2,843
Prefunding balanced used to offset prior years funding requirement 2017-12-31 151,678
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 69,881
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 74,822
Total employer contributions 2017-12-31 913,536
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 2017-12-31 896,700
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 2017-12-31 684,368
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 2017-12-31 610,976
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 2017-12-31 610,976
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 896,700
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: COURTNEY & LE ARCHITECTS, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,702,460
Acturial value of plan assets 2016-12-31 2,702,460
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 73,249
Active participant vested funding target 2016-12-31 2,441,140
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 2,441,140
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 2,514,389
Balance at beginning of prior year after applicable adjustments 2016-12-31 4,677
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 225,804
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 1,779
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 2,898
Amount remaining of prefunding balance 2016-12-31 225,804
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 2,843
Balance of prefunding at beginning of current year 2016-12-31 221,559
Total employer contributions 2016-12-31 171,560
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 2016-12-31 169,148
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 2016-12-31 324,607
Net shortfall amortization installment of oustanding balance 2016-12-31 49,593
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 332,801
Carryover balance elected to use to offset funding requirement 2016-12-31 3,011
Prefunding balance elected to use to offset funding requirement 2016-12-31 160,642
Additional cash requirement 2016-12-31 169,148
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 169,148
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2018: COURTNEY & LE ARCHITECTS, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	4,118,491
Acturial value of plan assets	2018-12-31	4,118,491
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	3,321
Active participant vested funding target	2018-12-31	3,911,686
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	3,911,686
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	3,915,007
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	74,822
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	74,822
Present value of excess contributions	2018-12-31	285,724
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	300,067
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	86,060
Total employer contributions	2018-12-31	0
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	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	202,134
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	84,710
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	84,710
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: COURTNEY & LE ARCHITECTS, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,213,618
Acturial value of plan assets	2017-12-31	3,213,618
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	3,147
Active participant vested funding target	2017-12-31	3,058,501
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	3,058,501
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	3,061,648
Balance at beginning of prior year after applicable adjustments	2017-12-31	2,843
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	221,559
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	2,843
Prefunding balanced used to offset prior years funding requirement	2017-12-31	151,678
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	69,881
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	74,822
Total employer contributions	2017-12-31	913,536
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	896,700
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	684,368
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	610,976
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	610,976
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	896,700
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: COURTNEY & LE ARCHITECTS, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,702,460
Acturial value of plan assets	2016-12-31	2,702,460
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	73,249
Active participant vested funding target	2016-12-31	2,441,140
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	2,441,140
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	2,514,389
Balance at beginning of prior year after applicable adjustments	2016-12-31	4,677
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	225,804
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	1,779
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	2,898
Amount remaining of prefunding balance	2016-12-31	225,804
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	2,843
Balance of prefunding at beginning of current year	2016-12-31	221,559
Total employer contributions	2016-12-31	171,560
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	169,148
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	324,607
Net shortfall amortization installment of oustanding balance	2016-12-31	49,593
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	332,801
Carryover balance elected to use to offset funding requirement	2016-12-31	3,011
Prefunding balance elected to use to offset funding requirement	2016-12-31	160,642
Additional cash requirement	2016-12-31	169,148
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	169,148
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	COURTNEY & LE ARCHITECTS, INC.
Employer identification number (EIN):	770536937
NAIC Classification:	541310
NAIC Description:	Architectural Services