401k Plan data: TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST plan

TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST 401k Plan overview

Plan Name	TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST
Plan identification number	002

TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

TERRILL & WALDROP PLLC has sponsored the creation of one or more 401k plans.

Company Name: TERRILL & WALDROP PLLC

Employer identification number (EIN): 810946217

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 PAUL TERRILL 2024-08-08 PAUL TERRILL 2024-08-08
002 2022-01-01 PAUL TERRILL 2023-10-13
002 2021-01-01 PAUL TERRILL 2022-10-07 PAUL TERRILL 2022-10-07
002 2020-01-01 PAUL TERRILL 2021-10-14 PAUL TERRILL 2021-10-14
002 2020-01-01 PAUL TERRILL 2022-10-07 PAUL TERRILL 2022-10-07
002 2019-01-01 PAUL TERRILL 2020-10-13 PAUL TERRILL 2020-10-13
002 2018-01-01
002 2017-01-01 PAUL TERRILL PAUL TERRILL 2018-09-11
002 2016-01-01 PAUL TERRILL PAUL TERRILL 2017-07-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	PAUL TERRILL	2024-08-08	PAUL TERRILL	2024-08-08
002	2022-01-01	PAUL TERRILL	2023-10-13
002	2021-01-01	PAUL TERRILL	2022-10-07	PAUL TERRILL	2022-10-07
002	2020-01-01	PAUL TERRILL	2021-10-14	PAUL TERRILL	2021-10-14
002	2020-01-01	PAUL TERRILL	2022-10-07	PAUL TERRILL	2022-10-07
002	2019-01-01	PAUL TERRILL	2020-10-13	PAUL TERRILL	2020-10-13
002	2018-01-01
002	2017-01-01	PAUL TERRILL		PAUL TERRILL	2018-09-11
002	2016-01-01	PAUL TERRILL		PAUL TERRILL	2017-07-05

Financial Data on TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST

Measure	Date	Value
2023 : TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$494,043
Expenses. Total of all expenses incurred	2023-12-31	$572,568
Benefits paid (including direct rollovers)	2023-12-31	$572,533
Total plan assets at end of year	2023-12-31	$2,907,998
Total plan assets at beginning of year	2023-12-31	$2,986,523
Value of fidelity bond covering the plan	2023-12-31	$1,260,000
Total contributions received or receivable from participants	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$494,043
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$-78,525
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,907,998
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,986,523
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$807,302
Total contributions received or receivable from employer(s)	2023-12-31	$0
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$35
2022 : TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$51,593
Expenses. Total of all expenses incurred	2022-12-31	$0
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$2,986,523
Total plan assets at beginning of year	2022-12-31	$2,934,930
Value of fidelity bond covering the plan	2022-12-31	$1,027,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$51,593
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$51,593
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,986,523
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,934,930
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$653,727
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$567,515
Expenses. Total of all expenses incurred	2021-12-31	$0
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$2,934,930
Total plan assets at beginning of year	2021-12-31	$2,367,415
Value of fidelity bond covering the plan	2021-12-31	$807,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$367,515
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$567,515
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,934,930
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,367,415
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$606,758
Total contributions received or receivable from employer(s)	2021-12-31	$200,000
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$425,970
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$2,407,998
Total plan assets at beginning of year	2020-12-31	$1,982,028
Value of fidelity bond covering the plan	2020-12-31	$807,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$275,970
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$425,970
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,407,998
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,982,028
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$614,672
Total contributions received or receivable from employer(s)	2020-12-31	$150,000
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$399,758
Expenses. Total of all expenses incurred	2019-12-31	$13,203
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,982,028
Total plan assets at beginning of year	2019-12-31	$1,595,473
Value of fidelity bond covering the plan	2019-12-31	$650,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$13,203
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$218,665
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$386,555
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,982,028
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,595,473
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$475,000
Total contributions received or receivable from employer(s)	2019-12-31	$181,093
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$478,016
Expenses. Total of all expenses incurred	2018-12-31	$7,225
Benefits paid (including direct rollovers)	2018-12-31	$7,225
Total plan assets at end of year	2018-12-31	$1,595,473
Total plan assets at beginning of year	2018-12-31	$1,124,682
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$296,910
Net income (gross income less expenses)	2018-12-31	$470,791
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,595,473
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,124,682
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$450,000
Total contributions received or receivable from employer(s)	2018-12-31	$181,106
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$246,965
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,124,682
Total plan assets at beginning of year	2017-12-31	$877,717
Value of fidelity bond covering the plan	2017-12-31	$400,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$62,377
Net income (gross income less expenses)	2017-12-31	$246,965
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,124,682
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$877,717
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$450,000
Total contributions received or receivable from employer(s)	2017-12-31	$184,588
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$187,887
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$877,717
Total plan assets at beginning of year	2016-12-31	$689,830
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$18,042
Net income (gross income less expenses)	2016-12-31	$187,887
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$877,717
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$689,830
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$387,500
Total contributions received or receivable from employer(s)	2016-12-31	$169,845
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0

Form 5500 Responses for TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST

2023: TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST 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	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TERRILL & WALDROP PLLC CASH BALANCE PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TERRILL & WALDROP PLLC
Employer identification number (EIN):	810946217
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers