401k Plan data: BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN plan

BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN
Plan identification number	001

BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BURKE, WILLIAMS & SORENSEN, LLP has sponsored the creation of one or more 401k plans.

Company Name: BURKE, WILLIAMS & SORENSEN, LLP

Employer identification number (EIN): 951705973

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BARBRA WILSON 2023-10-03
001 2021-01-01 BARBRA WILSON 2022-10-12
001 2020-01-01 BARBRA WILSON 2021-10-15
001 2019-01-01 BARBRA WILSON 2020-10-13
001 2018-01-01 BARBRA WILSON 2019-10-15
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 BARBRA WILSON 2015-10-15
001 2013-01-01 BARBRA WILSON 2014-10-13
001 2012-01-01 BARBRA WILSON 2013-10-15
001 2011-01-01 BARBRA WILSON 2012-10-12
001 2010-01-01 BARBRA WILSON 2011-10-13
001 2009-01-01 BARBRA WILSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	BARBRA WILSON	2023-10-03
001	2021-01-01	BARBRA WILSON	2022-10-12
001	2020-01-01	BARBRA WILSON	2021-10-15
001	2019-01-01	BARBRA WILSON	2020-10-13
001	2018-01-01	BARBRA WILSON	2019-10-15
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	BARBRA WILSON	2015-10-15
001	2013-01-01	BARBRA WILSON	2014-10-13
001	2012-01-01	BARBRA WILSON	2013-10-15
001	2011-01-01	BARBRA WILSON	2012-10-12
001	2010-01-01	BARBRA WILSON	2011-10-13
001	2009-01-01	BARBRA WILSON

Plan Statistics for BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 6,123,804
Acturial value of plan assets 2022-12-31 6,123,804
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 3,727,175
Number of terminated vested participants 2022-12-31 19
Fundng target for terminated vested participants 2022-12-31 863,886
Active participant vested funding target 2022-12-31 749,780
Number of active participants 2022-12-31 7
Total funding liabilities for active participants 2022-12-31 749,780
Total participant count 2022-12-31 53
Total funding target for all participants 2022-12-31 5,340,841
Balance at beginning of prior year after applicable adjustments 2022-12-31 169,719
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 2022-12-31 169,719
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 228,279
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 240,629
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 2022-12-31 192,733
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 238,706
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 2022-12-31 231,035
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 0
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 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 231,035
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 5,610,247
Acturial value of plan assets 2021-12-31 5,610,247
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 3,439,174
Number of terminated vested participants 2021-12-31 22
Fundng target for terminated vested participants 2021-12-31 1,162,800
Active participant vested funding target 2021-12-31 687,058
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 687,058
Total participant count 2021-12-31 54
Total funding target for all participants 2021-12-31 5,289,032
Balance at beginning of prior year after applicable adjustments 2021-12-31 153,856
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 2021-12-31 153,856
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 168,235
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 177,572
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 2021-12-31 169,719
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 237,900
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 2021-12-31 228,279
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 0
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 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 228,279
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 5,339,605
Acturial value of plan assets 2020-12-31 5,339,605
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 3,343,892
Number of terminated vested participants 2020-12-31 23
Fundng target for terminated vested participants 2020-12-31 1,124,115
Active participant vested funding target 2020-12-31 880,901
Number of active participants 2020-12-31 11
Total funding liabilities for active participants 2020-12-31 880,901
Total participant count 2020-12-31 57
Total funding target for all participants 2020-12-31 5,348,908
Balance at beginning of prior year after applicable adjustments 2020-12-31 128,933
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 2020-12-31 128,933
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 11,705
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 12,329
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 2020-12-31 153,856
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 241,020
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 2020-12-31 231,832
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 0
Net shortfall amortization installment of oustanding balance 2020-12-31 163,159
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 63,597
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 63,597
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 231,832
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 4,777,837
Acturial value of plan assets 2019-12-31 4,777,837
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 3,532,393
Number of terminated vested participants 2019-12-31 24
Fundng target for terminated vested participants 2019-12-31 1,226,540
Active participant vested funding target 2019-12-31 831,341
Number of active participants 2019-12-31 11
Total funding liabilities for active participants 2019-12-31 831,341
Total participant count 2019-12-31 58
Total funding target for all participants 2019-12-31 5,590,274
Balance at beginning of prior year after applicable adjustments 2019-12-31 139,795
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 2019-12-31 139,795
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 111,642
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 117,816
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 2019-12-31 128,933
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 242,995
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 2019-12-31 231,142
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 0
Net shortfall amortization installment of oustanding balance 2019-12-31 941,370
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 219,437
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 219,437
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 231,142
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 5,535,431
Acturial value of plan assets 2018-12-31 5,535,431
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 3,869,823
Number of terminated vested participants 2018-12-31 27
Fundng target for terminated vested participants 2018-12-31 1,299,072
Active participant vested funding target 2018-12-31 759,616
Number of active participants 2018-12-31 11
Total funding liabilities for active participants 2018-12-31 759,616
Total participant count 2018-12-31 63
Total funding target for all participants 2018-12-31 5,928,511
Balance at beginning of prior year after applicable adjustments 2018-12-31 122,498
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 2018-12-31 122,498
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 25,036
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 26,468
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 2018-12-31 139,795
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 247,751
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 2018-12-31 239,643
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 0
Net shortfall amortization installment of oustanding balance 2018-12-31 532,875
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 128,001
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 2018-12-31 128,001
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 239,643
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 5,013,955
Acturial value of plan assets 2017-12-31 5,013,955
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 3,513,608
Number of terminated vested participants 2017-12-31 29
Fundng target for terminated vested participants 2017-12-31 1,399,714
Active participant vested funding target 2017-12-31 672,221
Number of active participants 2017-12-31 11
Total funding liabilities for active participants 2017-12-31 672,221
Total participant count 2017-12-31 63
Total funding target for all participants 2017-12-31 5,585,543
Balance at beginning of prior year after applicable adjustments 2017-12-31 116,222
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 2017-12-31 116,222
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 122,498
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 243,985
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 2017-12-31 234,753
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 0
Net shortfall amortization installment of oustanding balance 2017-12-31 694,086
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 209,717
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 2017-12-31 209,717
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 234,753
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 4,986,524
Acturial value of plan assets 2016-12-31 4,986,524
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 3,611,849
Number of terminated vested participants 2016-12-31 33
Fundng target for terminated vested participants 2016-12-31 1,432,494
Active participant vested funding target 2016-12-31 658,507
Number of active participants 2016-12-31 12
Total funding liabilities for active participants 2016-12-31 658,507
Total participant count 2016-12-31 66
Total funding target for all participants 2016-12-31 5,702,850
Balance at beginning of prior year after applicable adjustments 2016-12-31 345,210
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 225,603
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 119,607
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 116,222
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 247,369
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 237,150
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 832,548
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 133,546
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 133,546
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 237,150
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Number of retired or separated participants receiving benefits 2009-01-01 16
Number of other retired or separated participants entitled to future benefits 2009-01-01 40
Total of all active and inactive participants 2009-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	6,123,804
Acturial value of plan assets	2022-12-31	6,123,804
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	3,727,175
Number of terminated vested participants	2022-12-31	19
Fundng target for terminated vested participants	2022-12-31	863,886
Active participant vested funding target	2022-12-31	749,780
Number of active participants	2022-12-31	7
Total funding liabilities for active participants	2022-12-31	749,780
Total participant count	2022-12-31	53
Total funding target for all participants	2022-12-31	5,340,841
Balance at beginning of prior year after applicable adjustments	2022-12-31	169,719
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	169,719
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	228,279
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	240,629
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	192,733
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	238,706
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	231,035
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	0
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	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	231,035
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	5,610,247
Acturial value of plan assets	2021-12-31	5,610,247
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	3,439,174
Number of terminated vested participants	2021-12-31	22
Fundng target for terminated vested participants	2021-12-31	1,162,800
Active participant vested funding target	2021-12-31	687,058
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	687,058
Total participant count	2021-12-31	54
Total funding target for all participants	2021-12-31	5,289,032
Balance at beginning of prior year after applicable adjustments	2021-12-31	153,856
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	153,856
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	168,235
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	177,572
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	169,719
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	237,900
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	228,279
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	0
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	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	228,279
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	5,339,605
Acturial value of plan assets	2020-12-31	5,339,605
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	3,343,892
Number of terminated vested participants	2020-12-31	23
Fundng target for terminated vested participants	2020-12-31	1,124,115
Active participant vested funding target	2020-12-31	880,901
Number of active participants	2020-12-31	11
Total funding liabilities for active participants	2020-12-31	880,901
Total participant count	2020-12-31	57
Total funding target for all participants	2020-12-31	5,348,908
Balance at beginning of prior year after applicable adjustments	2020-12-31	128,933
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	128,933
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	11,705
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	12,329
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	153,856
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	241,020
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	231,832
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	0
Net shortfall amortization installment of oustanding balance	2020-12-31	163,159
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	63,597
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	63,597
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	231,832
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	4,777,837
Acturial value of plan assets	2019-12-31	4,777,837
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	3,532,393
Number of terminated vested participants	2019-12-31	24
Fundng target for terminated vested participants	2019-12-31	1,226,540
Active participant vested funding target	2019-12-31	831,341
Number of active participants	2019-12-31	11
Total funding liabilities for active participants	2019-12-31	831,341
Total participant count	2019-12-31	58
Total funding target for all participants	2019-12-31	5,590,274
Balance at beginning of prior year after applicable adjustments	2019-12-31	139,795
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	139,795
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	111,642
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	117,816
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	128,933
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	242,995
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	231,142
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	0
Net shortfall amortization installment of oustanding balance	2019-12-31	941,370
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	219,437
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	219,437
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	231,142
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	5,535,431
Acturial value of plan assets	2018-12-31	5,535,431
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	3,869,823
Number of terminated vested participants	2018-12-31	27
Fundng target for terminated vested participants	2018-12-31	1,299,072
Active participant vested funding target	2018-12-31	759,616
Number of active participants	2018-12-31	11
Total funding liabilities for active participants	2018-12-31	759,616
Total participant count	2018-12-31	63
Total funding target for all participants	2018-12-31	5,928,511
Balance at beginning of prior year after applicable adjustments	2018-12-31	122,498
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	122,498
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	25,036
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	26,468
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	139,795
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	247,751
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	239,643
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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	532,875
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	128,001
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	128,001
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	239,643
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	5,013,955
Acturial value of plan assets	2017-12-31	5,013,955
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	3,513,608
Number of terminated vested participants	2017-12-31	29
Fundng target for terminated vested participants	2017-12-31	1,399,714
Active participant vested funding target	2017-12-31	672,221
Number of active participants	2017-12-31	11
Total funding liabilities for active participants	2017-12-31	672,221
Total participant count	2017-12-31	63
Total funding target for all participants	2017-12-31	5,585,543
Balance at beginning of prior year after applicable adjustments	2017-12-31	116,222
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	116,222
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	122,498
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	243,985
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	234,753
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	0
Net shortfall amortization installment of oustanding balance	2017-12-31	694,086
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	209,717
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	209,717
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	234,753
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	4,986,524
Acturial value of plan assets	2016-12-31	4,986,524
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	3,611,849
Number of terminated vested participants	2016-12-31	33
Fundng target for terminated vested participants	2016-12-31	1,432,494
Active participant vested funding target	2016-12-31	658,507
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	658,507
Total participant count	2016-12-31	66
Total funding target for all participants	2016-12-31	5,702,850
Balance at beginning of prior year after applicable adjustments	2016-12-31	345,210
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	225,603
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	119,607
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	116,222
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	247,369
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	237,150
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	832,548
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	133,546
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	133,546
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	237,150
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Number of retired or separated participants receiving benefits	2009-01-01	16
Number of other retired or separated participants entitled to future benefits	2009-01-01	40
Total of all active and inactive participants	2009-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2009 : BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN

2009: BURKE, WILLIAMS & SORENSEN, LLP DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BURKE, WILLIAMS & SORENSEN, LLP
Employer identification number (EIN):	951705973
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers