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MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN 401k Plan overview

Plan NameMORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN
Plan identification number 009

MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN Benefits

401k Plan TypeDefined 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).

401k Sponsoring company profile

MORRISON & FOERSTER LLP has sponsored the creation of one or more 401k plans.

Company Name:MORRISON & FOERSTER LLP
Employer identification number (EIN):940697210
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0092022-01-01
0092021-01-01
0092020-01-01
0092019-01-01
0092018-01-01
0092017-01-01JASON MCCORD

Plan Statistics for MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN

401k plan membership statisitcs for MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN

Measure Date Value
2022: MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-31133,947,520
Acturial value of plan assets2022-12-31133,947,520
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3119
Fundng target for terminated vested participants2022-12-315,072,157
Active participant vested funding target2022-12-3199,622,942
Number of active participants2022-12-31267
Total funding liabilities for active participants2022-12-31103,498,414
Total participant count2022-12-31286
Total funding target for all participants2022-12-31108,570,571
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Present value of excess contributions2022-12-3126,766,454
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3128,227,902
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-3135,010,134
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3132,781,441
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3126,515,843
Total funding amount beforereflecting carryover/prefunding balances2022-12-311,138,894
Additional cash requirement2022-12-311,138,894
Contributions allocatedtoward minimum required contributions for current year2022-12-3132,781,441
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01286
Total number of active participants reported on line 7a of the Form 55002022-01-01269
Number of other retired or separated participants entitled to future benefits2022-01-0125
Total of all active and inactive participants2022-01-01294
Total participants2022-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-31109,526,889
Acturial value of plan assets2021-12-31109,526,889
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3110
Fundng target for terminated vested participants2021-12-311,779,683
Active participant vested funding target2021-12-3180,924,738
Number of active participants2021-12-31267
Total funding liabilities for active participants2021-12-3185,482,781
Total participant count2021-12-31277
Total funding target for all participants2021-12-3187,262,464
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Present value of excess contributions2021-12-3114,801,656
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3115,580,223
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3130,728,890
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3128,718,265
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3124,216,236
Total funding amount beforereflecting carryover/prefunding balances2021-12-311,951,811
Additional cash requirement2021-12-311,951,811
Contributions allocatedtoward minimum required contributions for current year2021-12-3128,718,265
Unpaid minimum required contributions for current year2021-12-310
Total participants, beginning-of-year2021-01-01277
Total number of active participants reported on line 7a of the Form 55002021-01-01248
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01267
Total participants2021-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3182,560,613
Acturial value of plan assets2020-12-3182,560,613
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3111
Fundng target for terminated vested participants2020-12-311,747,651
Active participant vested funding target2020-12-3165,203,333
Number of active participants2020-12-31277
Total funding liabilities for active participants2020-12-3168,574,626
Total participant count2020-12-31288
Total funding target for all participants2020-12-3170,322,277
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Present value of excess contributions2020-12-3112,648,658
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3113,332,950
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3127,968,206
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3126,201,164
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3123,637,844
Total funding amount beforereflecting carryover/prefunding balances2020-12-3111,399,508
Additional cash requirement2020-12-3111,399,508
Contributions allocatedtoward minimum required contributions for current year2020-12-3126,201,164
Unpaid minimum required contributions for current year2020-12-310
Total participants, beginning-of-year2020-01-01288
Total number of active participants reported on line 7a of the Form 55002020-01-01260
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-01270
Total participants2020-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3153,901,456
Acturial value of plan assets2019-12-3153,901,456
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3110
Fundng target for terminated vested participants2019-12-31551,493
Active participant vested funding target2019-12-3142,703,647
Number of active participants2019-12-31263
Total funding liabilities for active participants2019-12-3144,879,334
Total participant count2019-12-31273
Total funding target for all participants2019-12-3145,430,827
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Present value of excess contributions2019-12-318,597,992
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-319,076,900
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3130,903,411
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3128,881,402
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3124,703,373
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3116,232,744
Additional cash requirement2019-12-3116,232,744
Contributions allocatedtoward minimum required contributions for current year2019-12-3128,881,402
Unpaid minimum required contributions for current year2019-12-310
Total participants, beginning-of-year2019-01-01273
Total number of active participants reported on line 7a of the Form 55002019-01-01264
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-01274
Total participants2019-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3127,984,622
Acturial value of plan assets2018-12-3127,984,622
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-31439,587
Active participant vested funding target2018-12-3121,529,625
Number of active participants2018-12-31267
Total funding liabilities for active participants2018-12-3122,991,853
Total participant count2018-12-31269
Total funding target for all participants2018-12-3123,431,440
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Present value of excess contributions2018-12-313,900,314
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-314,127,312
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3129,866,942
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3127,883,915
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3123,839,105
Total funding amount beforereflecting carryover/prefunding balances2018-12-3119,285,923
Additional cash requirement2018-12-3119,285,923
Contributions allocatedtoward minimum required contributions for current year2018-12-3127,883,915
Unpaid minimum required contributions for current year2018-12-310
Total participants, beginning-of-year2018-01-01269
Total number of active participants reported on line 7a of the Form 55002018-01-01253
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01263
Total participants2018-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-310
Acturial value of plan assets2017-12-310
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-310
Number of active participants2017-12-31275
Total funding liabilities for active participants2017-12-310
Total participant count2017-12-31275
Total funding target for all participants2017-12-310
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3128,423,678
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3126,445,495
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3122,545,181
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3122,545,181
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3122,545,181
Contributions allocatedtoward minimum required contributions for current year2017-12-3126,445,495
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01278
Total number of active participants reported on line 7a of the Form 55002017-01-01261
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01261

Financial Data on MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN

Measure Date Value
2022 : MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-7,568,450
Total unrealized appreciation/depreciation of assets2022-12-31$-7,568,450
Total income from all sources (including contributions)2022-12-31$17,844,002
Total loss/gain on sale of assets2022-12-31$-2,583,270
Total of all expenses incurred2022-12-31$9,711,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,271,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$35,010,134
Value of total assets at end of year2022-12-31$142,522,494
Value of total assets at beginning of year2022-12-31$134,390,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$440,623
Total interest from all sources2022-12-31$696,396
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,747,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,413,094
Administrative expenses professional fees incurred2022-12-31$83,743
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$26,881,492
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$21,748,964
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$306,100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$217,828
Other income not declared elsewhere2022-12-31$335,297
Total non interest bearing cash at end of year2022-12-31$161
Total non interest bearing cash at beginning of year2022-12-31$137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$8,132,365
Value of net assets at end of year (total assets less liabilities)2022-12-31$142,522,494
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$134,390,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$356,880
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,132,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$35,768,435
Income. Interest from US Government securities2022-12-31$135,434
Income. Interest from corporate debt instruments2022-12-31$486,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,995,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,084,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,084,130
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$74,044
Asset value of US Government securities at end of year2022-12-31$6,609,208
Asset value of US Government securities at beginning of year2022-12-31$5,836,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,793,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$35,010,134
Employer contributions (assets) at end of year2022-12-31$34,987,110
Employer contributions (assets) at beginning of year2022-12-31$30,728,890
Income. Dividends from common stock2022-12-31$334,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,271,014
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$15,176,407
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$13,110,738
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$22,433,232
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$24,894,737
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$25,869,379
Aggregate carrying amount (costs) on sale of assets2022-12-31$28,452,649
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,496,206
Total unrealized appreciation/depreciation of assets2021-12-31$2,496,206
Total income from all sources (including contributions)2021-12-31$37,109,066
Total loss/gain on sale of assets2021-12-31$696,575
Total of all expenses incurred2021-12-31$12,635,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,228,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$30,728,890
Value of total assets at end of year2021-12-31$134,390,129
Value of total assets at beginning of year2021-12-31$109,916,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$406,789
Total interest from all sources2021-12-31$458,319
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,955,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,644,713
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$21,748,964
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$19,864,993
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$217,828
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$169,875
Other income not declared elsewhere2021-12-31$312,076
Total non interest bearing cash at end of year2021-12-31$137
Total non interest bearing cash at beginning of year2021-12-31$267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$24,473,324
Value of net assets at end of year (total assets less liabilities)2021-12-31$134,390,129
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$109,916,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$406,789
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$35,768,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,600,847
Income. Interest from US Government securities2021-12-31$88,043
Income. Interest from corporate debt instruments2021-12-31$352,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,084,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,698,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,698,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$18,146
Asset value of US Government securities at end of year2021-12-31$5,836,270
Asset value of US Government securities at beginning of year2021-12-31$4,440,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$461,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$30,728,890
Employer contributions (assets) at end of year2021-12-31$30,728,890
Employer contributions (assets) at beginning of year2021-12-31$27,968,206
Income. Dividends from common stock2021-12-31$310,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,228,953
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$13,110,738
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$10,846,904
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$24,894,737
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$13,326,262
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$16,704,304
Aggregate carrying amount (costs) on sale of assets2021-12-31$16,007,729
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$3,287,988
Total unrealized appreciation/depreciation of assets2020-12-31$3,287,988
Total income from all sources (including contributions)2020-12-31$38,640,377
Total loss/gain on sale of assets2020-12-31$508,171
Total of all expenses incurred2020-12-31$11,742,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,536,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$27,968,206
Value of total assets at end of year2020-12-31$109,916,805
Value of total assets at beginning of year2020-12-31$83,018,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$206,071
Total interest from all sources2020-12-31$363,789
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,192,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$966,812
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$19,864,993
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$10,855,535
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$169,875
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$120,724
Other income not declared elsewhere2020-12-31$226,302
Total non interest bearing cash at end of year2020-12-31$267
Total non interest bearing cash at beginning of year2020-12-31$153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$26,897,911
Value of net assets at end of year (total assets less liabilities)2020-12-31$109,916,805
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$83,018,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$206,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$31,600,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,046,817
Income. Interest from US Government securities2020-12-31$47,704
Income. Interest from corporate debt instruments2020-12-31$293,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,698,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$948,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$948,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$22,806
Asset value of US Government securities at end of year2020-12-31$4,440,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,093,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$27,968,206
Employer contributions (assets) at end of year2020-12-31$27,968,206
Employer contributions (assets) at beginning of year2020-12-31$30,903,411
Income. Dividends from common stock2020-12-31$225,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,536,395
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$10,846,904
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$7,315,417
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$13,326,262
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$8,828,479
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$18,606,489
Aggregate carrying amount (costs) on sale of assets2020-12-31$18,098,318
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,526,437
Total unrealized appreciation/depreciation of assets2019-12-31$1,526,437
Total income from all sources (including contributions)2019-12-31$36,140,324
Total loss/gain on sale of assets2019-12-31$239,554
Total of all expenses incurred2019-12-31$7,396,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,276,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$30,906,780
Value of total assets at end of year2019-12-31$83,018,894
Value of total assets at beginning of year2019-12-31$54,274,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$119,564
Total interest from all sources2019-12-31$318,402
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,389,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,266,049
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$10,855,535
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,902,228
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$120,724
Other income not declared elsewhere2019-12-31$114,717
Total non interest bearing cash at end of year2019-12-31$153
Total non interest bearing cash at beginning of year2019-12-31$97,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$28,744,292
Value of net assets at end of year (total assets less liabilities)2019-12-31$83,018,894
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$54,274,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$119,564
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,046,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,892,426
Income. Interest from corporate debt instruments2019-12-31$272,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$948,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,003,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,003,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$46,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,645,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$30,906,780
Employer contributions (assets) at end of year2019-12-31$30,903,411
Employer contributions (assets) at beginning of year2019-12-31$29,863,573
Income. Dividends from common stock2019-12-31$123,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,276,468
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$7,315,417
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,020,674
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$8,828,479
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,495,257
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$5,886,270
Aggregate carrying amount (costs) on sale of assets2019-12-31$5,646,716
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-369,504
Total unrealized appreciation/depreciation of assets2018-12-31$-369,504
Total income from all sources (including contributions)2018-12-31$28,870,023
Total loss/gain on sale of assets2018-12-31$37,865
Total of all expenses incurred2018-12-31$3,019,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,972,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$29,864,524
Value of total assets at end of year2018-12-31$54,274,602
Value of total assets at beginning of year2018-12-31$28,423,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$46,545
Total interest from all sources2018-12-31$67,361
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$424,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$373,678
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,902,228
Other income not declared elsewhere2018-12-31$16,039
Total non interest bearing cash at end of year2018-12-31$97,021
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$25,850,924
Value of net assets at end of year (total assets less liabilities)2018-12-31$54,274,602
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,423,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$46,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,892,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$48,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,003,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$18,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,170,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$29,864,524
Employer contributions (assets) at end of year2018-12-31$29,863,573
Employer contributions (assets) at beginning of year2018-12-31$28,423,678
Income. Dividends from common stock2018-12-31$50,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,972,554
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$3,020,674
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$3,495,257
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,318,594
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,280,729
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$28,423,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$28,423,678
Value of total assets at end of year2017-12-31$28,423,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$28,423,678
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,423,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$28,423,678
Employer contributions (assets) at end of year2017-12-31$28,423,678
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318

Form 5500 Responses for MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN

2022: MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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