WILLIAM D CROWELL ATTORNEY AT LAW DEFINED BENEFIT PENSION PLAN 401k Plan overview

WILLIAM D CROWELL ATTORNEY AT LAW DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	WILLIAM D. CROWELL ATTORNEY AT LAW
Employer identification number (EIN):	042665564
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01

Plan Statistics for WILLIAM D CROWELL ATTORNEY AT LAW DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2022: WILLIAM D CROWELL ATTORNEY AT LAW DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	434,377
Acturial value of plan assets	2022-12-31	434,377
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	311,764
Number of active participants	2022-12-31	3
Total funding liabilities for active participants	2022-12-31	311,764
Total participant count	2022-12-31	3
Total funding target for all participants	2022-12-31	311,764
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	189,534
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	189,534
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	200,000
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	197,304
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	113,290
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	197,304
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: WILLIAM D CROWELL ATTORNEY AT LAW DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	239,714
Acturial value of plan assets	2021-12-31	239,714
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	191,386
Number of active participants	2021-12-31	3
Total funding liabilities for active participants	2021-12-31	191,386
Total participant count	2021-12-31	3
Total funding target for all participants	2021-12-31	191,386
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	51,001
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	51,001
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	250,000
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	247,120
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	105,914
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	57,586
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	57,586
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	247,120
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: WILLIAM D CROWELL ATTORNEY AT LAW DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	114,664
Acturial value of plan assets	2020-12-31	114,664
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	16,396
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	81,982
Total participant count	2020-12-31	3
Total funding target for all participants	2020-12-31	81,982
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
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	0
Present value of excess contributions	2020-12-31	18,533
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	18,533
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	107,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	105,719
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	87,400
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	54,718
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	54,718
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	105,719
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: WILLIAM D CROWELL ATTORNEY AT LAW DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	0
Acturial value of plan assets	2019-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	0
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	0
Total participant count	2019-12-31	3
Total funding target for all participants	2019-12-31	0
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	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	0
Total employer contributions	2019-12-31	98,000
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	96,285
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	77,752
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	77,752
Additional cash requirement	2019-12-31	77,752
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	96,285
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0

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• WILLIAM D KOLKMAN 401 K PROFIT SHARING PLAN TRUST [EIN = 770283199]
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• WILLIAM D. KENFIELD, DDS, LLC DEFINED BENEFIT PENSION PLAN [EIN = 455352774]
• WILLIAM D. ALMONEY, D.D.S., INC. DEFINED BENEFIT PLAN [EIN = 310990193]
• WILLIAM D. FOX RETIREMENT PLAN [EIN = 621238502]
• WILLIAM D. GUIDRY PROFIT SHARING PLAN [EIN = 752202291]
• WILLIAM D. RAWLINGS, D.D.S., PDC, DEFINED BENEFIT PENSION PLAN [EIN = 263887881]
• WILLIAM D. ZEEK D.D.S. MONEY PURCHASE PLAN [EIN = 311062721]
• WILLIAM DIAMOND DEVELOPMENT MONEY PURCHASE PENSION PLAN [EIN = 860415376]
• WILLIAM D. FOX RETIREMENT PLAN [EIN = 621238502]
• WILLIAM D. PAMPLIN, D.D.S., P.C. PROFIT SHARING PL [EIN = 042771882]
• WILLIAM D. FOX RETIREMENT PLAN [EIN = 621238502]
• WILLIAM D. FOX RETIREMENT PLAN [EIN = 621238502]
• WILLIAM D. FOX RETIREMENT PLAN [EIN = 621238502]
• WILLIAM D. FOX RETIREMENT PLAN [EIN = 621238502]
• WILLIAM DOUGLAS MANAGEMENT, INC. 401(K) PLAN [EIN = 582667208]
• WILLIAM D. KOLTUN, M.D., A.M.C. DEFINED BENEFIT PENSION PLAN AND TRUST [EIN = 953652192]
• WILLIAM DOUGLAS ASSOCIATES, INC. 401K PLAN [EIN = 521898897]
• WILLIAM DIX LUMBER COMPANY, INC. 401K SAVINGS PLAN [EIN = 390904707]
• WILLIAM D. HARPER, P.A. 401(K) PLAN [EIN = 204331252]
• WILLIAM D. KENFIELD, D.D.S. RETIREMENT PLAN [EIN = 351488551]
• WILLIAM D. BECK, D.D.S., P.C. PROFIT SHARING PLAN [EIN = 383236536]
• WILLIAM D JOHNSON A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN [EIN = 680456542]
• WILLIAM D. GIESEKE, M.D., P.A. PROFIT SHARING PLAN [EIN = 592012643]
• WILLIAM D. WITTER, INC 401K PROFIT SHARING PLAN [EIN = 132879276]
• WILLIAM D. SUNDIN, INC. RESTATED DEFINED BENEFIT PENSION PLAN [EIN = 860509620]
• WILLIAM D LYLES DDS PC PROFIT SHARING PLAN [EIN = 581179139]
• WILLIAM D HARPER CHARTERED EE PROFIT SHARING PLAN [EIN = 411399206]
• WILLIAM D. FINDLAY, DMD PROFIT SHARING PLAN [EIN = 630957850]
• WILLIAM D. CLARK 401(K) PLAN [EIN = 461819437]
• WILLIAM D WARE CORPORATION 401 K PROFIT SHARING PLAN TRUST [EIN = 452419887]
• WILLIAM D RECH 401(K) PLAN [EIN = 611582758]
• WILLIAM D. ALMONEY, D.D.S., INC. DEFINED BENEFIT PLAN [EIN = 810777010]
• WILLIAM D NGUYEN, DDS, MSD, INC 401(K) PLAN [EIN = 453789194]
• WILLIAM DE LEON LABOY RETIREMENT PLAN [EIN = 660838247]
• WILLIAM D MOSIER MD INC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 833663049]
• WILLIAM D. O'HALE DEFINED BENEFIT PENSION PLAN AND TRUST [EIN = 203842545]
• WILLIAM D. ALMONEY, D.D.S., INC. 401(K) PROFIT SHARING PLAN [EIN = 810777010]
• WILLIAM DRIVER 401K PROFIT SHARING PLAN [EIN = 680143217]
• WILLIAM DRIVER CASH BALANCE PENSION PLAN [EIN = 680143217]
• WILLIAM D. THOMSON, ATTORNEY A 401(K) PROFIT SHARING PLAN & TRUST [EIN = 364596927]
• WILLIAM D THORNTON 401(K) PROFIT SHARING PLAN & TRUST [EIN = 844534551]
• WILLIAM D. SHAPIRO 401K PLAN AND TRUST [EIN = 882010466]
• WILLIAM D. RHODES CPA 401(K) PLAN [EIN = 475330114]

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