401k Plan data: JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN plan

JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN 401k Plan overview

Plan Name	JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN
Plan identification number	002

JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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

JOHN K. ZAID & ASSOCIATES, PLLC has sponsored the creation of one or more 401k plans.

Company Name: JOHN K. ZAID & ASSOCIATES, PLLC

Employer identification number (EIN): 201568737

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01

Plan Statistics for JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN

401k plan membership statisitcs for JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN

Measure Date Value
2021: JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 729,196
Acturial value of plan assets 2021-12-31 729,196
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 7
Fundng target for terminated vested participants 2021-12-31 19,922
Active participant vested funding target 2021-12-31 687,529
Number of active participants 2021-12-31 37
Total funding liabilities for active participants 2021-12-31 687,529
Total participant count 2021-12-31 44
Total funding target for all participants 2021-12-31 707,451
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 152,153
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 2021-12-31 152,153
Present value of excess contributions 2021-12-31 73,909
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 78,358
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 78,358
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 2021-12-31 229,233
Total employer contributions 2021-12-31 119,984
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 2021-12-31 109,663
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
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 2021-12-31 102,335
Net shortfall amortization installment of oustanding balance 2021-12-31 207,488
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 140,098
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 140,098
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 109,663
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 539,369
Acturial value of plan assets 2020-12-31 539,369
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 443,692
Number of active participants 2020-12-31 24
Total funding liabilities for active participants 2020-12-31 445,107
Total participant count 2020-12-31 26
Total funding target for all participants 2020-12-31 445,107
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 118,185
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 2020-12-31 118,185
Present value of excess contributions 2020-12-31 15,773
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 16,737
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 16,737
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 2020-12-31 152,472
Total employer contributions 2020-12-31 207,113
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 2020-12-31 183,881
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 99,689
Net shortfall amortization installment of oustanding balance 2020-12-31 58,586
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 111,225
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 2020-12-31 111,225
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 183,881
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 360,832
Acturial value of plan assets 2019-12-31 360,832
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 2019-12-31 223,800
Number of active participants 2019-12-31 22
Total funding liabilities for active participants 2019-12-31 303,080
Total participant count 2019-12-31 22
Total funding target for all participants 2019-12-31 303,080
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 102,147
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 2019-12-31 102,147
Present value of excess contributions 2019-12-31 23,459
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 24,935
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 24,935
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 2019-12-31 118,185
Total employer contributions 2019-12-31 123,654
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 2019-12-31 112,235
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 85,910
Net shortfall amortization installment of oustanding balance 2019-12-31 60,432
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 96,462
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 96,462
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 112,235
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 279,178
Acturial value of plan assets 2018-12-31 279,178
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 197,783
Number of active participants 2018-12-31 14
Total funding liabilities for active participants 2018-12-31 199,084
Total participant count 2018-12-31 14
Total funding target for all participants 2018-12-31 199,084
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 60,618
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 60,618
Present value of excess contributions 2018-12-31 32,574
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 34,685
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 34,685
Reductions in caryover 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 2018-12-31 102,147
Total employer contributions 2018-12-31 109,393
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 96,870
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 69,555
Net shortfall amortization installment of oustanding balance 2018-12-31 22,053
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 73,411
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 73,411
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 96,870
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 161,184
Acturial value of plan assets 2017-12-31 161,184
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 8
Total funding liabilities for active participants 2017-12-31 110,908
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 110,908
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 26,784
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 0
Amount remaining of prefunding balance 2017-12-31 26,784
Present value of excess contributions 2017-12-31 30,403
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 32,425
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 32,425
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 60,618
Total employer contributions 2017-12-31 96,771
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 89,346
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 55,027
Net shortfall amortization installment of oustanding balance 2017-12-31 10,342
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 56,772
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 56,772
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 89,346
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 72,287
Acturial value of plan assets 2016-12-31 72,287
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 47,894
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 47,894
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 0
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 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 25,077
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 26,785
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 26,785
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 26,785
Total employer contributions 2016-12-31 84,813
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 76,412
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 45,614
Net shortfall amortization installment of oustanding balance 2016-12-31 2,392
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 46,009
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 46,009
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 76,412
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
2021: JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	729,196
Acturial value of plan assets	2021-12-31	729,196
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	7
Fundng target for terminated vested participants	2021-12-31	19,922
Active participant vested funding target	2021-12-31	687,529
Number of active participants	2021-12-31	37
Total funding liabilities for active participants	2021-12-31	687,529
Total participant count	2021-12-31	44
Total funding target for all participants	2021-12-31	707,451
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	152,153
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	152,153
Present value of excess contributions	2021-12-31	73,909
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	78,358
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	78,358
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	229,233
Total employer contributions	2021-12-31	119,984
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	109,663
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
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	102,335
Net shortfall amortization installment of oustanding balance	2021-12-31	207,488
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	140,098
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	140,098
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	109,663
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	539,369
Acturial value of plan assets	2020-12-31	539,369
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	443,692
Number of active participants	2020-12-31	24
Total funding liabilities for active participants	2020-12-31	445,107
Total participant count	2020-12-31	26
Total funding target for all participants	2020-12-31	445,107
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	118,185
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	118,185
Present value of excess contributions	2020-12-31	15,773
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	16,737
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	16,737
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	152,472
Total employer contributions	2020-12-31	207,113
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	183,881
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	99,689
Net shortfall amortization installment of oustanding balance	2020-12-31	58,586
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	111,225
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	111,225
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	183,881
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	360,832
Acturial value of plan assets	2019-12-31	360,832
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	223,800
Number of active participants	2019-12-31	22
Total funding liabilities for active participants	2019-12-31	303,080
Total participant count	2019-12-31	22
Total funding target for all participants	2019-12-31	303,080
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	102,147
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	102,147
Present value of excess contributions	2019-12-31	23,459
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	24,935
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	24,935
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	118,185
Total employer contributions	2019-12-31	123,654
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	112,235
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	85,910
Net shortfall amortization installment of oustanding balance	2019-12-31	60,432
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	96,462
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	96,462
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	112,235
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	279,178
Acturial value of plan assets	2018-12-31	279,178
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	197,783
Number of active participants	2018-12-31	14
Total funding liabilities for active participants	2018-12-31	199,084
Total participant count	2018-12-31	14
Total funding target for all participants	2018-12-31	199,084
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	60,618
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	60,618
Present value of excess contributions	2018-12-31	32,574
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	34,685
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	34,685
Reductions in caryover 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	102,147
Total employer contributions	2018-12-31	109,393
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	96,870
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	69,555
Net shortfall amortization installment of oustanding balance	2018-12-31	22,053
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	73,411
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	73,411
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	96,870
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	161,184
Acturial value of plan assets	2017-12-31	161,184
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	110,908
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	110,908
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	26,784
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	0
Amount remaining of prefunding balance	2017-12-31	26,784
Present value of excess contributions	2017-12-31	30,403
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	32,425
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	32,425
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	60,618
Total employer contributions	2017-12-31	96,771
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	89,346
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	55,027
Net shortfall amortization installment of oustanding balance	2017-12-31	10,342
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	56,772
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	56,772
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	89,346
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	72,287
Acturial value of plan assets	2016-12-31	72,287
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	47,894
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	47,894
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	0
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	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	25,077
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	26,785
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	26,785
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	26,785
Total employer contributions	2016-12-31	84,813
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	76,412
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	45,614
Net shortfall amortization installment of oustanding balance	2016-12-31	2,392
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	46,009
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	46,009
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	76,412
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:	JOHN K. ZAID & ASSOCIATES, PLLC
Employer identification number (EIN):	201568737
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01