401k Plan data: HSRTP CASH BALANCE PENSION PLAN plan

HSRTP CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	HSRTP CASH BALANCE PENSION PLAN
Plan identification number	005

HSRTP CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HOCHMAN SALKIN TOSCHER PEREZ P.C. has sponsored the creation of one or more 401k plans.

Company Name: HOCHMAN SALKIN TOSCHER PEREZ P.C.

Employer identification number (EIN): 952588380

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HSRTP CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01 STEVEN TOSCHER 2023-06-03 STEVEN TOSCHER 2023-06-03
005 2021-01-01 STEVEN TOSCHER 2022-06-20 STEVEN TOSCHER 2022-06-20
005 2020-01-01 STEVEN TOSCHER 2021-08-24 STEVEN TOSCHER 2021-08-24
005 2019-01-01 STEVEN TOSCHER 2020-07-16 STEVEN TOSCHER 2020-07-16
005 2018-01-01 STEVEN TOSCHER 2019-07-16 STEVEN TOSCHER 2019-07-16
005 2017-01-01 CHARLES RETTIG 2018-08-30 CHARLES RETTIG 2018-08-30
005 2016-01-01 CHARLES RETTIG 2017-06-06 CHARLES RETTIG 2017-06-06
005 2016-01-01 CHARLES RETTIG 2018-03-16 CHARLES RETTIG 2018-03-16
005 2015-01-01 CHARLES RETTIG 2016-07-27 CHARLES RETTIG 2016-07-27
005 2014-01-01 CHARLES RETTIG 2015-07-27 CHARLES RETTIG 2015-07-27
005 2013-01-01 CHARLES RETTIG 2014-06-24 CHARLES RETTIG 2014-06-24
005 2012-01-01 CHARLES RETTIG 2013-07-23 CHARLES RETTIG 2013-07-23
005 2011-01-01 CHARLES RETTIG 2012-09-24 CHARLES RETTIG 2012-09-24
005 2010-01-01 CHARLES RETTIG 2011-09-09 CHARLES RETTIG 2011-09-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2022-01-01	STEVEN TOSCHER	2023-06-03	STEVEN TOSCHER	2023-06-03
005	2021-01-01	STEVEN TOSCHER	2022-06-20	STEVEN TOSCHER	2022-06-20
005	2020-01-01	STEVEN TOSCHER	2021-08-24	STEVEN TOSCHER	2021-08-24
005	2019-01-01	STEVEN TOSCHER	2020-07-16	STEVEN TOSCHER	2020-07-16
005	2018-01-01	STEVEN TOSCHER	2019-07-16	STEVEN TOSCHER	2019-07-16
005	2017-01-01	CHARLES RETTIG	2018-08-30	CHARLES RETTIG	2018-08-30
005	2016-01-01	CHARLES RETTIG	2017-06-06	CHARLES RETTIG	2017-06-06
005	2016-01-01	CHARLES RETTIG	2018-03-16	CHARLES RETTIG	2018-03-16
005	2015-01-01	CHARLES RETTIG	2016-07-27	CHARLES RETTIG	2016-07-27
005	2014-01-01	CHARLES RETTIG	2015-07-27	CHARLES RETTIG	2015-07-27
005	2013-01-01	CHARLES RETTIG	2014-06-24	CHARLES RETTIG	2014-06-24
005	2012-01-01	CHARLES RETTIG	2013-07-23	CHARLES RETTIG	2013-07-23
005	2011-01-01	CHARLES RETTIG	2012-09-24	CHARLES RETTIG	2012-09-24
005	2010-01-01	CHARLES RETTIG	2011-09-09	CHARLES RETTIG	2011-09-09

Plan Statistics for HSRTP CASH BALANCE PENSION PLAN

401k plan membership statisitcs for HSRTP CASH BALANCE PENSION PLAN

Measure Date Value
2022: HSRTP CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 630,907
Acturial value of plan assets 2022-12-31 630,907
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 26,463
Active participant vested funding target 2022-12-31 954,970
Number of active participants 2022-12-31 21
Total funding liabilities for active participants 2022-12-31 954,970
Total participant count 2022-12-31 23
Total funding target for all participants 2022-12-31 981,433
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 578,543
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 578,543
Present value of excess contributions 2022-12-31 5,158
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 5,158
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 658,787
Total employer contributions 2022-12-31 868,050
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 2022-12-31 881,675
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 2022-12-31 291,491
Net shortfall amortization installment of oustanding balance 2022-12-31 981,433
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 382,187
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 2022-12-31 382,187
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 881,675
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: HSRTP CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 11,332,615
Acturial value of plan assets 2021-12-31 11,332,615
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 4
Fundng target for terminated vested participants 2021-12-31 2,320,473
Active participant vested funding target 2021-12-31 6,542,442
Number of active participants 2021-12-31 21
Total funding liabilities for active participants 2021-12-31 6,542,442
Total participant count 2021-12-31 25
Total funding target for all participants 2021-12-31 8,862,915
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 554,851
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 554,851
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 578,543
Total employer contributions 2021-12-31 4,960
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 5,158
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 2021-12-31 987,570
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 5,158
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: HSRTP CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 9,455,613
Acturial value of plan assets 2020-12-31 9,455,613
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 5
Fundng target for terminated vested participants 2020-12-31 2,236,649
Active participant vested funding target 2020-12-31 5,639,061
Number of active participants 2020-12-31 20
Total funding liabilities for active participants 2020-12-31 5,639,061
Total participant count 2020-12-31 25
Total funding target for all participants 2020-12-31 7,875,710
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 452,866
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 452,866
Present value of excess contributions 2020-12-31 539,840
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 539,840
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 554,851
Total employer contributions 2020-12-31 538,240
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 2020-12-31 530,489
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 2020-12-31 538,248
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 530,489
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: HSRTP CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 8,549,675
Acturial value of plan assets 2019-12-31 8,549,675
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 6
Fundng target for terminated vested participants 2019-12-31 2,195,404
Active participant vested funding target 2019-12-31 4,835,184
Number of active participants 2019-12-31 20
Total funding liabilities for active participants 2019-12-31 4,835,184
Total participant count 2019-12-31 26
Total funding target for all participants 2019-12-31 7,030,588
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 548,257
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 69,642
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 478,615
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 452,866
Total employer contributions 2019-12-31 551,800
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 2019-12-31 539,840
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
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 2019-12-31 552,211
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 539,840
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: HSRTP CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 6,548,890
Acturial value of plan assets 2018-12-31 6,548,890
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 214,482
Active participant vested funding target 2018-12-31 5,985,784
Number of active participants 2018-12-31 22
Total funding liabilities for active participants 2018-12-31 5,986,709
Total participant count 2018-12-31 25
Total funding target for all participants 2018-12-31 6,201,191
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 466,007
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 466,007
Present value of excess contributions 2018-12-31 503,899
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 503,899
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 548,257
Total employer contributions 2018-12-31 468,930
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 2018-12-31 459,378
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 2018-12-31 495,328
Net shortfall amortization installment of oustanding balance 2018-12-31 226,819
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 532,356
Prefunding balance elected to use to offset funding requirement 2018-12-31 72,978
Additional cash requirement 2018-12-31 459,378
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 459,378
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: HSRTP CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 6,390,891
Acturial value of plan assets 2017-12-31 6,390,891
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 3
Fundng target for terminated vested participants 2017-12-31 199,084
Active participant vested funding target 2017-12-31 5,160,713
Number of active participants 2017-12-31 22
Total funding liabilities for active participants 2017-12-31 5,160,713
Total participant count 2017-12-31 25
Total funding target for all participants 2017-12-31 5,359,797
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 432,693
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 13,056
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 419,637
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 0
Balance of prefunding at beginning of current year 2017-12-31 466,007
Total employer contributions 2017-12-31 519,729
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 2017-12-31 510,289
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 2017-12-31 549,156
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 6,390
Additional cash requirement 2017-12-31 6,390
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 510,289
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: HSRTP CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 5,005,099
Acturial value of plan assets 2016-12-31 5,005,099
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 5
Fundng target for terminated vested participants 2016-12-31 198,499
Active participant vested funding target 2016-12-31 4,270,655
Number of active participants 2016-12-31 19
Total funding liabilities for active participants 2016-12-31 4,270,655
Total participant count 2016-12-31 24
Total funding target for all participants 2016-12-31 4,469,154
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 468,215
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 27,902
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 440,313
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 0
Balance of prefunding at beginning of current year 2016-12-31 432,652
Total employer contributions 2016-12-31 461,800
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 2016-12-31 441,946
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 2016-12-31 535,594
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 455,707
Prefunding balance elected to use to offset funding requirement 2016-12-31 13,761
Additional cash requirement 2016-12-31 441,946
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 441,946
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: HSRTP CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	630,907
Acturial value of plan assets	2022-12-31	630,907
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	26,463
Active participant vested funding target	2022-12-31	954,970
Number of active participants	2022-12-31	21
Total funding liabilities for active participants	2022-12-31	954,970
Total participant count	2022-12-31	23
Total funding target for all participants	2022-12-31	981,433
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	578,543
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	578,543
Present value of excess contributions	2022-12-31	5,158
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	5,158
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	658,787
Total employer contributions	2022-12-31	868,050
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	881,675
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	291,491
Net shortfall amortization installment of oustanding balance	2022-12-31	981,433
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	382,187
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	382,187
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	881,675
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: HSRTP CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	11,332,615
Acturial value of plan assets	2021-12-31	11,332,615
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	2,320,473
Active participant vested funding target	2021-12-31	6,542,442
Number of active participants	2021-12-31	21
Total funding liabilities for active participants	2021-12-31	6,542,442
Total participant count	2021-12-31	25
Total funding target for all participants	2021-12-31	8,862,915
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	554,851
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	554,851
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	578,543
Total employer contributions	2021-12-31	4,960
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	5,158
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	987,570
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	5,158
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: HSRTP CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	9,455,613
Acturial value of plan assets	2020-12-31	9,455,613
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	5
Fundng target for terminated vested participants	2020-12-31	2,236,649
Active participant vested funding target	2020-12-31	5,639,061
Number of active participants	2020-12-31	20
Total funding liabilities for active participants	2020-12-31	5,639,061
Total participant count	2020-12-31	25
Total funding target for all participants	2020-12-31	7,875,710
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	452,866
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	452,866
Present value of excess contributions	2020-12-31	539,840
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	539,840
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	554,851
Total employer contributions	2020-12-31	538,240
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	530,489
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	538,248
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	530,489
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: HSRTP CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	8,549,675
Acturial value of plan assets	2019-12-31	8,549,675
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	6
Fundng target for terminated vested participants	2019-12-31	2,195,404
Active participant vested funding target	2019-12-31	4,835,184
Number of active participants	2019-12-31	20
Total funding liabilities for active participants	2019-12-31	4,835,184
Total participant count	2019-12-31	26
Total funding target for all participants	2019-12-31	7,030,588
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	548,257
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	69,642
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	478,615
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	452,866
Total employer contributions	2019-12-31	551,800
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	539,840
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
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	552,211
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	539,840
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: HSRTP CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	6,548,890
Acturial value of plan assets	2018-12-31	6,548,890
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	214,482
Active participant vested funding target	2018-12-31	5,985,784
Number of active participants	2018-12-31	22
Total funding liabilities for active participants	2018-12-31	5,986,709
Total participant count	2018-12-31	25
Total funding target for all participants	2018-12-31	6,201,191
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	466,007
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	466,007
Present value of excess contributions	2018-12-31	503,899
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	503,899
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	548,257
Total employer contributions	2018-12-31	468,930
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	459,378
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	495,328
Net shortfall amortization installment of oustanding balance	2018-12-31	226,819
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	532,356
Prefunding balance elected to use to offset funding requirement	2018-12-31	72,978
Additional cash requirement	2018-12-31	459,378
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	459,378
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: HSRTP CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	6,390,891
Acturial value of plan assets	2017-12-31	6,390,891
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	3
Fundng target for terminated vested participants	2017-12-31	199,084
Active participant vested funding target	2017-12-31	5,160,713
Number of active participants	2017-12-31	22
Total funding liabilities for active participants	2017-12-31	5,160,713
Total participant count	2017-12-31	25
Total funding target for all participants	2017-12-31	5,359,797
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	432,693
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	13,056
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	419,637
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	0
Balance of prefunding at beginning of current year	2017-12-31	466,007
Total employer contributions	2017-12-31	519,729
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	510,289
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	549,156
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	6,390
Additional cash requirement	2017-12-31	6,390
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	510,289
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: HSRTP CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	5,005,099
Acturial value of plan assets	2016-12-31	5,005,099
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	5
Fundng target for terminated vested participants	2016-12-31	198,499
Active participant vested funding target	2016-12-31	4,270,655
Number of active participants	2016-12-31	19
Total funding liabilities for active participants	2016-12-31	4,270,655
Total participant count	2016-12-31	24
Total funding target for all participants	2016-12-31	4,469,154
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	468,215
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	27,902
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	440,313
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	0
Balance of prefunding at beginning of current year	2016-12-31	432,652
Total employer contributions	2016-12-31	461,800
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	441,946
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	535,594
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	455,707
Prefunding balance elected to use to offset funding requirement	2016-12-31	13,761
Additional cash requirement	2016-12-31	441,946
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	441,946
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	HOCHMAN SALKIN TOSCHER PEREZ P.C.
Employer identification number (EIN):	952588380
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers