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

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

Plan Name	BURKE, WILLIAMS & SORENSEN, LLP ASSOCIATE DEFINED BENEFIT PENSION PLAN
Plan identification number	003

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 BARBRA WILSON 2023-10-03
003 2021-01-01 BARBRA WILSON 2022-10-12
003 2020-01-01 BARBRA WILSON 2021-10-15
003 2019-01-01 BARBRA WILSON 2020-10-13
003 2018-01-01 BARBRA WILSON 2019-10-15
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01 BARBRA WILSON 2015-10-15
003 2013-01-01 BARBRA WILSON 2014-10-13
003 2012-01-01 BARBRA WILSON 2013-10-15
003 2011-01-01 BARBRA WILSON 2012-10-12
003 2010-01-01 BARBRA WILSON 2011-10-13
003 2009-01-01 BARBRA WILSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	BARBRA WILSON	2023-10-03
003	2021-01-01	BARBRA WILSON	2022-10-12
003	2020-01-01	BARBRA WILSON	2021-10-15
003	2019-01-01	BARBRA WILSON	2020-10-13
003	2018-01-01	BARBRA WILSON	2019-10-15
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	BARBRA WILSON	2015-10-15
003	2013-01-01	BARBRA WILSON	2014-10-13
003	2012-01-01	BARBRA WILSON	2013-10-15
003	2011-01-01	BARBRA WILSON	2012-10-12
003	2010-01-01	BARBRA WILSON	2011-10-13
003	2009-01-01	BARBRA WILSON

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

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

Measure Date Value
2022: BURKE, WILLIAMS & SORENSEN, LLP ASSOCIATE DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,645,541
Acturial value of plan assets 2022-12-31 1,645,541
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 112,412
Number of terminated vested participants 2022-12-31 37
Fundng target for terminated vested participants 2022-12-31 1,167,332
Active participant vested funding target 2022-12-31 41,243
Number of active participants 2022-12-31 1
Total funding liabilities for active participants 2022-12-31 41,243
Total participant count 2022-12-31 42
Total funding target for all participants 2022-12-31 1,320,987
Balance at beginning of prior year after applicable adjustments 2022-12-31 209,385
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 2022-12-31 209,385
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 59,513
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 62,834
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 2022-12-31 238,678
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 61,294
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 59,270
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
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 59,270
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 ASSOCIATE DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,598,361
Acturial value of plan assets 2021-12-31 1,598,361
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 93,603
Number of terminated vested participants 2021-12-31 41
Fundng target for terminated vested participants 2021-12-31 1,252,021
Active participant vested funding target 2021-12-31 37,728
Number of active participants 2021-12-31 1
Total funding liabilities for active participants 2021-12-31 37,728
Total participant count 2021-12-31 45
Total funding target for all participants 2021-12-31 1,383,352
Balance at beginning of prior year after applicable adjustments 2021-12-31 190,402
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 2021-12-31 190,402
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 7,302
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 7,721
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 2021-12-31 209,385
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 62,100
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 59,513
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 59,513
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 ASSOCIATE DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,431,953
Acturial value of plan assets 2020-12-31 1,431,953
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 96,298
Number of terminated vested participants 2020-12-31 42
Fundng target for terminated vested participants 2020-12-31 1,178,276
Active participant vested funding target 2020-12-31 34,701
Number of active participants 2020-12-31 1
Total funding liabilities for active participants 2020-12-31 34,701
Total participant count 2020-12-31 46
Total funding target for all participants 2020-12-31 1,309,275
Balance at beginning of prior year after applicable adjustments 2020-12-31 163,055
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 3,067
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 159,988
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 2020-12-31 190,402
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 58,980
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 56,474
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 67,724
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 49,172
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 49,172
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 56,474
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 ASSOCIATE DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,249,390
Acturial value of plan assets 2019-12-31 1,249,390
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 101,400
Number of terminated vested participants 2019-12-31 44
Fundng target for terminated vested participants 2019-12-31 1,212,457
Active participant vested funding target 2019-12-31 33,554
Number of active participants 2019-12-31 1
Total funding liabilities for active participants 2019-12-31 33,554
Total participant count 2019-12-31 48
Total funding target for all participants 2019-12-31 1,347,411
Balance at beginning of prior year after applicable adjustments 2019-12-31 176,085
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 2019-12-31 176,085
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 19,814
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 20,963
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 2019-12-31 163,055
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 57,005
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 54,423
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 2019-12-31 261,076
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 57,490
Carryover balance elected to use to offset funding requirement 2019-12-31 3,067
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 54,423
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 54,423
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 ASSOCIATE DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,305,227
Acturial value of plan assets 2018-12-31 1,305,227
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 103,832
Number of terminated vested participants 2018-12-31 44
Fundng target for terminated vested participants 2018-12-31 1,115,763
Active participant vested funding target 2018-12-31 30,675
Number of active participants 2018-12-31 1
Total funding liabilities for active participants 2018-12-31 30,675
Total participant count 2018-12-31 48
Total funding target for all participants 2018-12-31 1,250,270
Balance at beginning of prior year after applicable adjustments 2018-12-31 153,478
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 2018-12-31 153,478
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 10,753
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 11,396
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 2018-12-31 176,085
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 52,249
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 50,451
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 2018-12-31 121,128
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 30,637
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 30,637
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 50,451
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 ASSOCIATE DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,277,120
Acturial value of plan assets 2017-12-31 1,277,120
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 101,692
Number of terminated vested participants 2017-12-31 48
Fundng target for terminated vested participants 2017-12-31 1,153,571
Active participant vested funding target 2017-12-31 27,091
Number of active participants 2017-12-31 1
Total funding liabilities for active participants 2017-12-31 27,091
Total participant count 2017-12-31 52
Total funding target for all participants 2017-12-31 1,282,354
Balance at beginning of prior year after applicable adjustments 2017-12-31 145,629
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 2017-12-31 145,629
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 2017-12-31 153,478
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 56,015
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 53,770
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 2017-12-31 158,712
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 43,017
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 43,017
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 53,770
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 ASSOCIATE DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,207,580
Acturial value of plan assets 2016-12-31 1,207,580
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 102,941
Number of terminated vested participants 2016-12-31 49
Fundng target for terminated vested participants 2016-12-31 1,085,984
Active participant vested funding target 2016-12-31 24,424
Number of active participants 2016-12-31 1
Total funding liabilities for active participants 2016-12-31 24,424
Total participant count 2016-12-31 53
Total funding target for all participants 2016-12-31 1,213,349
Balance at beginning of prior year after applicable adjustments 2016-12-31 152,749
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 2,894
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 149,855
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 2016-12-31 145,629
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 52,631
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 50,415
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 2016-12-31 151,398
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 21,035
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 21,035
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 50,415
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 ASSOCIATE DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 52
Total of all active and inactive participants 2009-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 55
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 ASSOCIATE DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,645,541
Acturial value of plan assets	2022-12-31	1,645,541
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	112,412
Number of terminated vested participants	2022-12-31	37
Fundng target for terminated vested participants	2022-12-31	1,167,332
Active participant vested funding target	2022-12-31	41,243
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	41,243
Total participant count	2022-12-31	42
Total funding target for all participants	2022-12-31	1,320,987
Balance at beginning of prior year after applicable adjustments	2022-12-31	209,385
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	209,385
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	59,513
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	62,834
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	238,678
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	61,294
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	59,270
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
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	59,270
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 ASSOCIATE DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,598,361
Acturial value of plan assets	2021-12-31	1,598,361
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	93,603
Number of terminated vested participants	2021-12-31	41
Fundng target for terminated vested participants	2021-12-31	1,252,021
Active participant vested funding target	2021-12-31	37,728
Number of active participants	2021-12-31	1
Total funding liabilities for active participants	2021-12-31	37,728
Total participant count	2021-12-31	45
Total funding target for all participants	2021-12-31	1,383,352
Balance at beginning of prior year after applicable adjustments	2021-12-31	190,402
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	190,402
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	7,302
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	7,721
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	209,385
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	62,100
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	59,513
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	59,513
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 ASSOCIATE DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,431,953
Acturial value of plan assets	2020-12-31	1,431,953
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	96,298
Number of terminated vested participants	2020-12-31	42
Fundng target for terminated vested participants	2020-12-31	1,178,276
Active participant vested funding target	2020-12-31	34,701
Number of active participants	2020-12-31	1
Total funding liabilities for active participants	2020-12-31	34,701
Total participant count	2020-12-31	46
Total funding target for all participants	2020-12-31	1,309,275
Balance at beginning of prior year after applicable adjustments	2020-12-31	163,055
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	3,067
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	159,988
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	190,402
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	58,980
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	56,474
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	67,724
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	49,172
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	49,172
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	56,474
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 ASSOCIATE DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,249,390
Acturial value of plan assets	2019-12-31	1,249,390
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	101,400
Number of terminated vested participants	2019-12-31	44
Fundng target for terminated vested participants	2019-12-31	1,212,457
Active participant vested funding target	2019-12-31	33,554
Number of active participants	2019-12-31	1
Total funding liabilities for active participants	2019-12-31	33,554
Total participant count	2019-12-31	48
Total funding target for all participants	2019-12-31	1,347,411
Balance at beginning of prior year after applicable adjustments	2019-12-31	176,085
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	176,085
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	19,814
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	20,963
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	163,055
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	57,005
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	54,423
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	261,076
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	57,490
Carryover balance elected to use to offset funding requirement	2019-12-31	3,067
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	54,423
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	54,423
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 ASSOCIATE DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,305,227
Acturial value of plan assets	2018-12-31	1,305,227
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	103,832
Number of terminated vested participants	2018-12-31	44
Fundng target for terminated vested participants	2018-12-31	1,115,763
Active participant vested funding target	2018-12-31	30,675
Number of active participants	2018-12-31	1
Total funding liabilities for active participants	2018-12-31	30,675
Total participant count	2018-12-31	48
Total funding target for all participants	2018-12-31	1,250,270
Balance at beginning of prior year after applicable adjustments	2018-12-31	153,478
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	153,478
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	10,753
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	11,396
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	176,085
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	52,249
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	50,451
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	121,128
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	30,637
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	30,637
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	50,451
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 ASSOCIATE DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,277,120
Acturial value of plan assets	2017-12-31	1,277,120
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	101,692
Number of terminated vested participants	2017-12-31	48
Fundng target for terminated vested participants	2017-12-31	1,153,571
Active participant vested funding target	2017-12-31	27,091
Number of active participants	2017-12-31	1
Total funding liabilities for active participants	2017-12-31	27,091
Total participant count	2017-12-31	52
Total funding target for all participants	2017-12-31	1,282,354
Balance at beginning of prior year after applicable adjustments	2017-12-31	145,629
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	145,629
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	153,478
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	56,015
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	53,770
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	158,712
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	43,017
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	43,017
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	53,770
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 ASSOCIATE DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,207,580
Acturial value of plan assets	2016-12-31	1,207,580
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	102,941
Number of terminated vested participants	2016-12-31	49
Fundng target for terminated vested participants	2016-12-31	1,085,984
Active participant vested funding target	2016-12-31	24,424
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	24,424
Total participant count	2016-12-31	53
Total funding target for all participants	2016-12-31	1,213,349
Balance at beginning of prior year after applicable adjustments	2016-12-31	152,749
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	2,894
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	149,855
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	145,629
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	52,631
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	50,415
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	151,398
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	21,035
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	21,035
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	50,415
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 ASSOCIATE DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	52
Total of all active and inactive participants	2009-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	55
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 ASSOCIATE DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2009 : BURKE, WILLIAMS & SORENSEN, LLP ASSOCIATE 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 ASSOCIATE DEFINED BENEFIT PENSION PLAN

2009: BURKE, WILLIAMS & SORENSEN, LLP ASSOCIATE 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	No
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