SULLIVAN & SULLIVAN, LLP CASH BALANCE PLAN 401k Plan overview

SULLIVAN & SULLIVAN, LLP CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	SULLIVAN & SULLIVAN, LLP
Employer identification number (EIN):	043462452
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
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01

Plan Statistics for SULLIVAN & SULLIVAN, LLP CASH BALANCE PLAN

Measure	Date	Value
2022: SULLIVAN & SULLIVAN, LLP CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,303,766
Acturial value of plan assets	2022-12-31	1,303,766
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	1,416,291
Number of active participants	2022-12-31	7
Total funding liabilities for active participants	2022-12-31	1,416,291
Total participant count	2022-12-31	7
Total funding target for all participants	2022-12-31	1,416,291
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	13,407
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	13,407
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	768,891
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	743,773
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	600,708
Net shortfall amortization installment of oustanding balance	2022-12-31	112,525
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	611,107
Additional cash requirement	2022-12-31	611,107
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	743,773
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: SULLIVAN & SULLIVAN, LLP CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	695,832
Acturial value of plan assets	2021-12-31	695,832
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	684,944
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	684,944
Total participant count	2021-12-31	4
Total funding target for all participants	2021-12-31	684,944
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	12,628
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	12,628
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	689,000
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	667,755
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	665,236
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	654,348
Additional cash requirement	2021-12-31	654,348
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	667,755
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: SULLIVAN & SULLIVAN, LLP CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	0
Acturial value of plan assets	2020-12-31	0
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	0
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	0
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	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	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	692,885
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	670,554
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	657,926
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	657,926
Additional cash requirement	2020-12-31	657,926
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	670,554
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0

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