401k Plan data: STACEY & JACOBSEN, PLLC CASH BALANCE PLAN plan

STACEY & JACOBSEN, PLLC CASH BALANCE PLAN 401k Plan overview

Plan Name	STACEY & JACOBSEN, PLLC CASH BALANCE PLAN
Plan identification number	001

STACEY & JACOBSEN, PLLC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
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.

401k Sponsoring company profile

STACEY & JACOBSEN, PLLC has sponsored the creation of one or more 401k plans.

Company Name: STACEY & JACOBSEN, PLLC

Employer identification number (EIN): 820608475

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about STACEY & JACOBSEN, PLLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 2017-02-27

Company Identification Number: 604093551

Legal Registered Office Address: 601 UNION ST STE 2600

SEATTLE
United States of America (USA)
981014000

More information about STACEY & JACOBSEN, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STACEY & JACOBSEN, PLLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01 JOSEPH S. STACEY 2021-10-13
001 2019-01-01 JOSEPH S. STACEY 2020-09-02
001 2018-01-01 JOSEPH S. STACEY 2019-06-24
001 2017-01-01 JOSEPH S. STACEY 2018-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01	JOSEPH S. STACEY	2021-10-13
001	2019-01-01	JOSEPH S. STACEY	2020-09-02
001	2018-01-01	JOSEPH S. STACEY	2019-06-24
001	2017-01-01	JOSEPH S. STACEY	2018-10-15

Plan Statistics for STACEY & JACOBSEN, PLLC CASH BALANCE PLAN

401k plan membership statisitcs for STACEY & JACOBSEN, PLLC CASH BALANCE PLAN

Measure Date Value
2022: STACEY & JACOBSEN, PLLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,344,883
Acturial value of plan assets 2022-12-31 1,344,883
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 6,392
Active participant vested funding target 2022-12-31 1,222,938
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 1,222,938
Total participant count 2022-12-31 6
Total funding target for all participants 2022-12-31 1,229,330
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 120,572
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 125,274
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 662,001
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 626,006
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 481,383
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 365,830
Additional cash requirement 2022-12-31 365,830
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 626,006
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: STACEY & JACOBSEN, PLLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,129,732
Acturial value of plan assets 2021-12-31 1,129,732
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 6,377
Active participant vested funding target 2021-12-31 606,551
Number of active participants 2021-12-31 5
Total funding liabilities for active participants 2021-12-31 613,625
Total participant count 2021-12-31 6
Total funding target for all participants 2021-12-31 620,002
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 286,170
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 296,930
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 205,163
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 194,933
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 584,091
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 74,361
Additional cash requirement 2021-12-31 74,361
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 194,933
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: STACEY & JACOBSEN, PLLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,088,620
Acturial value of plan assets 2020-12-31 3,088,620
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 7,541
Active participant vested funding target 2020-12-31 1,951,875
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 1,955,442
Total participant count 2020-12-31 7
Total funding target for all participants 2020-12-31 1,962,983
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
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 876,101
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 909,831
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 2020-12-31 300,000
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 2020-12-31 286,170
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 2020-12-31 583,289
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
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 286,170
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: STACEY & JACOBSEN, PLLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,803,729
Acturial value of plan assets 2019-12-31 1,803,729
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 18,344
Active participant vested funding target 2019-12-31 1,689,675
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 1,692,002
Total participant count 2019-12-31 7
Total funding target for all participants 2019-12-31 1,710,346
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 2019-12-31 244,425
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 254,226
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
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 2019-12-31 999,310
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 2019-12-31 977,926
Unpaid minimum required contributions for all prior years 2019-12-31 0
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 2019-12-31 195,208
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 101,825
Additional cash requirement 2019-12-31 101,825
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 977,926
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: STACEY & JACOBSEN, PLLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,603,870
Acturial value of plan assets 2018-12-31 1,603,870
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 17,453
Active participant vested funding target 2018-12-31 1,437,253
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 1,437,253
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 1,454,706
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 36
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 38
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 2018-12-31 300,000
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 2018-12-31 287,968
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 2018-12-31 192,707
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 43,543
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 43,543
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 287,968
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: STACEY & JACOBSEN, PLLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,895,549
Acturial value of plan assets 2017-12-31 1,895,549
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 2017-12-31 595,917
Active participant vested funding target 2017-12-31 1,210,033
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 1,210,033
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 1,805,950
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 62,578
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 65,394
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 113,036
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 2017-12-31 105,367
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 2017-12-31 194,930
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 2017-12-31 105,331
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 2017-12-31 105,331
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 105,367
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0

Measure	Date	Value
2022: STACEY & JACOBSEN, PLLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,344,883
Acturial value of plan assets	2022-12-31	1,344,883
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	6,392
Active participant vested funding target	2022-12-31	1,222,938
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	1,222,938
Total participant count	2022-12-31	6
Total funding target for all participants	2022-12-31	1,229,330
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	120,572
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	125,274
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	662,001
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	626,006
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	481,383
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	365,830
Additional cash requirement	2022-12-31	365,830
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	626,006
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: STACEY & JACOBSEN, PLLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,129,732
Acturial value of plan assets	2021-12-31	1,129,732
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	6,377
Active participant vested funding target	2021-12-31	606,551
Number of active participants	2021-12-31	5
Total funding liabilities for active participants	2021-12-31	613,625
Total participant count	2021-12-31	6
Total funding target for all participants	2021-12-31	620,002
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	286,170
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	296,930
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	205,163
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	194,933
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	584,091
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	74,361
Additional cash requirement	2021-12-31	74,361
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	194,933
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: STACEY & JACOBSEN, PLLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,088,620
Acturial value of plan assets	2020-12-31	3,088,620
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	7,541
Active participant vested funding target	2020-12-31	1,951,875
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	1,955,442
Total participant count	2020-12-31	7
Total funding target for all participants	2020-12-31	1,962,983
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
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	876,101
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	909,831
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	300,000
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	286,170
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	583,289
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
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	286,170
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: STACEY & JACOBSEN, PLLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,803,729
Acturial value of plan assets	2019-12-31	1,803,729
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	18,344
Active participant vested funding target	2019-12-31	1,689,675
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	1,692,002
Total participant count	2019-12-31	7
Total funding target for all participants	2019-12-31	1,710,346
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	244,425
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	254,226
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
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	999,310
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	977,926
Unpaid minimum required contributions for all prior years	2019-12-31	0
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	195,208
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	101,825
Additional cash requirement	2019-12-31	101,825
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	977,926
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: STACEY & JACOBSEN, PLLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,603,870
Acturial value of plan assets	2018-12-31	1,603,870
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	17,453
Active participant vested funding target	2018-12-31	1,437,253
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	1,437,253
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	1,454,706
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	36
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	38
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	300,000
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	287,968
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	192,707
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	43,543
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	43,543
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	287,968
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: STACEY & JACOBSEN, PLLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,895,549
Acturial value of plan assets	2017-12-31	1,895,549
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	595,917
Active participant vested funding target	2017-12-31	1,210,033
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	1,210,033
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	1,805,950
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	62,578
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	65,394
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	113,036
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	105,367
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	194,930
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	105,331
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	105,331
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	105,367
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0

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Company Name:	STACEY & JACOBSEN, PLLC
Employer identification number (EIN):	820608475
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	2017-02-27
Company Identification Number:	604093551
Legal Registered Office Address:	601 UNION ST STE 2600 SEATTLE United States of America (USA) 981014000