THOMAS A. BAIRD, CFP DEFINED BENEFIT PENSION PLAN 401k Plan overview

THOMAS A. BAIRD, CFP DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	THOMAS A. BAIRD, CFP
Employer identification number (EIN):	270279950
NAIC Classification:	523120
NAIC Description:	Securities Brokerage

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	THOMAS A. BAIRD	2023-07-14

Plan Statistics for THOMAS A. BAIRD, CFP DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2022: THOMAS A. BAIRD, CFP DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,187,065
Acturial value of plan assets	2022-12-31	3,187,065
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	2,439,186
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	2,439,186
Total participant count	2022-12-31	2
Total funding target for all participants	2022-12-31	2,439,186
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	24,783
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	24,783
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	30,862
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	193,980
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	1,244
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	193,980
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0

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