Plan Name | KATZ & KERN, DEFINED BENEFIT PENSION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | KATZ & KERN, LLP |
Employer identification number (EIN): | 133869534 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about KATZ & KERN, LLP
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1996-01-25 |
Company Identification Number: | 1993514 |
Legal Registered Office Address: |
144 EAST 44TH STREET SUITE 504 NEW YORK United States of America (USA) 10017 |
More information about KATZ & KERN, LLP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2017-12-31 | ||||
001 | 2016-12-31 | ||||
001 | 2015-12-31 | ||||
001 | 2014-12-31 | ||||
001 | 2013-12-31 | ||||
001 | 2012-12-31 | CHET KERN | 2014-10-14 | CHET KERN | 2014-10-14 |
001 | 2011-12-31 | CHET KERN | 2013-10-15 | CHET KERN | 2013-10-15 |
001 | 2010-12-31 | CHET KERN | 2012-10-12 | CHET KERN | 2012-10-12 |
001 | 2008-12-31 |
Measure | Date | Value |
---|---|---|
2018: KATZ & KERN, DEFINED BENEFIT PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-30 | 652,082 |
Acturial value of plan assets | 2018-12-30 | 652,082 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-30 | 0 |
Number of terminated vested participants | 2018-12-30 | 0 |
Fundng target for terminated vested participants | 2018-12-30 | 0 |
Active participant vested funding target | 2018-12-30 | 594,974 |
Number of active participants | 2018-12-30 | 4 |
Total funding liabilities for active participants | 2018-12-30 | 594,974 |
Total participant count | 2018-12-30 | 4 |
Total funding target for all participants | 2018-12-30 | 594,974 |
Balance at beginning of prior year after applicable adjustments | 2018-12-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-30 | 0 |
Amount remaining of carryover balance | 2018-12-30 | 0 |
Amount remaining of prefunding balance | 2018-12-30 | 0 |
Present value of excess contributions | 2018-12-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-30 | 0 |
Balance of carryovers at beginning of current year | 2018-12-30 | 0 |
Balance of prefunding at beginning of current year | 2018-12-30 | 0 |
Total employer contributions | 2018-12-30 | 0 |
Total employee contributions | 2018-12-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-12-30 | 0 |
Waiver amortization installment | 2018-12-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-30 | 0 |
Additional cash requirement | 2018-12-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-30 | 0 |
Unpaid minimum required contributions for current year | 2018-12-30 | 0 |
Unpaid minimum required contributions for all years | 2018-12-30 | 0 |
2017: KATZ & KERN, DEFINED BENEFIT PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-30 | 630,192 |
Acturial value of plan assets | 2017-12-30 | 630,192 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-30 | 0 |
Number of terminated vested participants | 2017-12-30 | 0 |
Fundng target for terminated vested participants | 2017-12-30 | 0 |
Active participant vested funding target | 2017-12-30 | 555,812 |
Number of active participants | 2017-12-30 | 4 |
Total funding liabilities for active participants | 2017-12-30 | 555,812 |
Total participant count | 2017-12-30 | 4 |
Total funding target for all participants | 2017-12-30 | 555,812 |
Balance at beginning of prior year after applicable adjustments | 2017-12-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-30 | 0 |
Amount remaining of carryover balance | 2017-12-30 | 0 |
Amount remaining of prefunding balance | 2017-12-30 | 0 |
Present value of excess contributions | 2017-12-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-30 | 0 |
Balance of carryovers at beginning of current year | 2017-12-30 | 0 |
Balance of prefunding at beginning of current year | 2017-12-30 | 0 |
Total employer contributions | 2017-12-30 | 0 |
Total employee contributions | 2017-12-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-30 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-12-30 | 0 |
Waiver amortization installment | 2017-12-30 | 0 |
Waived amount of outstanding balance | 2017-12-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-30 | 0 |
Additional cash requirement | 2017-12-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-30 | 0 |
Unpaid minimum required contributions for current year | 2017-12-30 | 0 |
Unpaid minimum required contributions for all years | 2017-12-30 | 0 |
2008: KATZ & KERN, DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses | ||
---|---|---|
2008-12-31 | Type of plan entity | Single employer plan |
2008-12-31 | Submission has been amended | No |
2008-12-31 | This submission is the final filing | No |
2008-12-31 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-12-31 | Plan is a collectively bargained plan | No |