401k Plan data: TODD J. LEONARD LAW FIRM CASH BALANCE PLAN plan

TODD J. LEONARD LAW FIRM CASH BALANCE PLAN 401k Plan overview

Plan Name	TODD J. LEONARD LAW FIRM CASH BALANCE PLAN
Plan identification number	002

TODD J. LEONARD LAW FIRM CASH BALANCE PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Plan covering Self-Employed individuals. 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.

401k Sponsoring company profile

LEONARD LAW FIRM PA has sponsored the creation of one or more 401k plans.

Company Name: LEONARD LAW FIRM PA

Employer identification number (EIN): 810959120

NAIC Classification: 541190

Additional information about LEONARD LAW FIRM PA

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services

Incorporation Date:

Company Identification Number: 0450040961

More information about LEONARD LAW FIRM PA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TODD J. LEONARD LAW FIRM CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 TODD J. LEONARD 2019-06-07

Plan Statistics for TODD J. LEONARD LAW FIRM CASH BALANCE PLAN

401k plan membership statisitcs for TODD J. LEONARD LAW FIRM CASH BALANCE PLAN

Measure Date Value
2021: TODD J. LEONARD LAW FIRM CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-07-10 0
Acturial value of plan assets 2021-07-10 0
Funding target for retired participants and beneficiaries receiving payment 2021-07-10 0
Number of terminated vested participants 2021-07-10 0
Fundng target for terminated vested participants 2021-07-10 0
Active participant vested funding target 2021-07-10 0
Number of active participants 2021-07-10 0
Total funding liabilities for active participants 2021-07-10 0
Total participant count 2021-07-10 0
Total funding target for all participants 2021-07-10 0
Balance at beginning of prior year after applicable adjustments 2021-07-10 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-07-10 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-07-10 0
Prefunding balanced used to offset prior years funding requirement 2021-07-10 0
Amount remaining of carryover balance 2021-07-10 0
Amount remaining of prefunding balance 2021-07-10 0
Present value of excess contributions 2021-07-10 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-07-10 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-07-10 0
Reductions in caryover balances due to elections or deemed elections 2021-07-10 0
Reductions in prefunding balances due to elections or deemed elections 2021-07-10 0
Balance of carryovers at beginning of current year 2021-07-10 0
Balance of prefunding at beginning of current year 2021-07-10 0
Total employer contributions 2021-07-10 0
Total employee contributions 2021-07-10 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-07-10 0
Contributions made to avoid restrictions adjusted to valuation date 2021-07-10 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-07-10 0
Unpaid minimum required contributions for all prior years 2021-07-10 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-07-10 0
Remaining amount of unpaid minimum required contributions 2021-07-10 0
Minimum required contributions for current year target normal cost 2021-07-10 0
Net shortfall amortization installment of oustanding balance 2021-07-10 0
Waiver amortization installment 2021-07-10 0
Total funding amount beforereflecting carryover/prefunding balances 2021-07-10 0
Additional cash requirement 2021-07-10 0
Contributions allocatedtoward minimum required contributions for current year 2021-07-10 0
Unpaid minimum required contributions for current year 2021-07-10 0
Unpaid minimum required contributions for all years 2021-07-10 0
2020: TODD J. LEONARD LAW FIRM CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 452,028
Acturial value of plan assets 2020-12-31 452,028
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 266,622
Number of active participants 2020-12-31 7
Total funding liabilities for active participants 2020-12-31 268,206
Total participant count 2020-12-31 7
Total funding target for all participants 2020-12-31 268,206
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 48,129
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 48,129
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 157,469
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 157,575
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 137,243
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 157,575
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: TODD J. LEONARD LAW FIRM CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 137,890
Acturial value of plan assets 2019-12-31 137,890
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 109,656
Number of active participants 2019-12-31 7
Total funding liabilities for active participants 2019-12-31 113,805
Total participant count 2019-12-31 7
Total funding target for all participants 2019-12-31 113,805
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 9,572
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 9,572
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 157,620
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 156,500
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 132,456
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 108,371
Additional cash requirement 2019-12-31 108,371
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 156,500
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: TODD J. LEONARD LAW FIRM CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 0
Acturial value of plan assets 2018-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 0
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 0
Total participant count 2018-12-31 3
Total funding target for all participants 2018-12-31 0
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 129,555
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 2018-12-31 120,947
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 2018-12-31 111,375
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 111,375
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 2018-12-31 111,375
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 120,947
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0

Measure	Date	Value
2021: TODD J. LEONARD LAW FIRM CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-07-10	0
Acturial value of plan assets	2021-07-10	0
Funding target for retired participants and beneficiaries receiving payment	2021-07-10	0
Number of terminated vested participants	2021-07-10	0
Fundng target for terminated vested participants	2021-07-10	0
Active participant vested funding target	2021-07-10	0
Number of active participants	2021-07-10	0
Total funding liabilities for active participants	2021-07-10	0
Total participant count	2021-07-10	0
Total funding target for all participants	2021-07-10	0
Balance at beginning of prior year after applicable adjustments	2021-07-10	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-07-10	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-07-10	0
Prefunding balanced used to offset prior years funding requirement	2021-07-10	0
Amount remaining of carryover balance	2021-07-10	0
Amount remaining of prefunding balance	2021-07-10	0
Present value of excess contributions	2021-07-10	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-07-10	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-07-10	0
Reductions in caryover balances due to elections or deemed elections	2021-07-10	0
Reductions in prefunding balances due to elections or deemed elections	2021-07-10	0
Balance of carryovers at beginning of current year	2021-07-10	0
Balance of prefunding at beginning of current year	2021-07-10	0
Total employer contributions	2021-07-10	0
Total employee contributions	2021-07-10	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-07-10	0
Contributions made to avoid restrictions adjusted to valuation date	2021-07-10	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-07-10	0
Unpaid minimum required contributions for all prior years	2021-07-10	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-07-10	0
Remaining amount of unpaid minimum required contributions	2021-07-10	0
Minimum required contributions for current year target normal cost	2021-07-10	0
Net shortfall amortization installment of oustanding balance	2021-07-10	0
Waiver amortization installment	2021-07-10	0
Total funding amount beforereflecting carryover/prefunding balances	2021-07-10	0
Additional cash requirement	2021-07-10	0
Contributions allocatedtoward minimum required contributions for current year	2021-07-10	0
Unpaid minimum required contributions for current year	2021-07-10	0
Unpaid minimum required contributions for all years	2021-07-10	0
2020: TODD J. LEONARD LAW FIRM CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	452,028
Acturial value of plan assets	2020-12-31	452,028
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	266,622
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	268,206
Total participant count	2020-12-31	7
Total funding target for all participants	2020-12-31	268,206
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	48,129
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	48,129
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	157,469
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	157,575
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	137,243
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	157,575
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: TODD J. LEONARD LAW FIRM CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	137,890
Acturial value of plan assets	2019-12-31	137,890
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	109,656
Number of active participants	2019-12-31	7
Total funding liabilities for active participants	2019-12-31	113,805
Total participant count	2019-12-31	7
Total funding target for all participants	2019-12-31	113,805
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	9,572
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	9,572
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	157,620
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	156,500
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	132,456
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	108,371
Additional cash requirement	2019-12-31	108,371
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	156,500
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: TODD J. LEONARD LAW FIRM CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	0
Acturial value of plan assets	2018-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	0
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	129,555
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	120,947
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	111,375
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	111,375
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	111,375
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	120,947
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0

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Company Name:	LEONARD LAW FIRM PA
Employer identification number (EIN):	810959120
NAIC Classification:	541190

Jurisdiction of Incorporation:	New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number:	0450040961

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	TODD J. LEONARD	2019-06-07