DAVID J. SZERLAG, ESQ. DEFINED BENEFIT PENSION PLAN 401k Plan overview

DAVID J. SZERLAG, ESQ. DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	DAVID J. SZERLAG, ESQ.
Employer identification number (EIN):	271506349
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	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	DAVID J. SZERLAG	2015-07-02
001	2013-01-01	DAVID J. SZERLAG	2014-08-14
001	2012-01-01	DAVID J. SZERLAG	2013-05-14

Plan Statistics for DAVID J. SZERLAG, ESQ. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2019: DAVID J. SZERLAG, ESQ. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,339,716
Acturial value of plan assets	2019-12-31	2,339,716
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	2,197,941
Number of active participants	2019-12-31	1
Total funding liabilities for active participants	2019-12-31	2,197,941
Total participant count	2019-12-31	1
Total funding target for all participants	2019-12-31	2,197,941
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	50,000
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	49,724
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	0
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	49,724
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: DAVID J. SZERLAG, ESQ. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,681,456
Acturial value of plan assets	2018-12-31	1,681,456
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	1,653,839
Number of active participants	2018-12-31	1
Total funding liabilities for active participants	2018-12-31	1,653,839
Total participant count	2018-12-31	1
Total funding target for all participants	2018-12-31	1,653,839
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	0
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	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding 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	0
Total employer contributions	2018-12-31	300,000
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	300,779
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	183,760
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	156,143
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	156,143
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	300,779
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: DAVID J. SZERLAG, ESQ. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,616,808
Acturial value of plan assets	2017-12-31	1,616,808
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	1,464,449
Number of active participants	2017-12-31	1
Total funding liabilities for active participants	2017-12-31	1,464,449
Total participant count	2017-12-31	1
Total funding target for all participants	2017-12-31	1,464,449
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	0
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	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	0
Total employer contributions	2017-12-31	200,000
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	188,994
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	183,056
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	30,697
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	30,697
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	188,994
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DAVID J. SZERLAG, ESQ. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,222,734
Acturial value of plan assets	2016-12-31	1,222,734
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	1,358,052
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	1,358,052
Total participant count	2016-12-31	1
Total funding target for all participants	2016-12-31	1,358,052
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	0
Total employer contributions	2016-12-31	250,000
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	236,268
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	194,007
Net shortfall amortization installment of oustanding balance	2016-12-31	135,318
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	216,364
Additional cash requirement	2016-12-31	216,364
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	236,268
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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• DAVID J. THEIN, DDS, MSD 401(K) PROFIT SHARING PLAN [EIN = 480946943]
• DAVID J. SOLIMINE FUNERAL SERVICES, INC. PROFIT SHARING 401(K) PLAN [EIN = 042646599]
• DAVID J. PROTHERO, CPA, P.C. 401(K) RETIREMENT PLAN [EIN = 461742091]
• DAVID J. LEVINE, M.D., P.A. PROFIT SHARING PLAN [EIN = 521196259]
• DAVID J. BRADACH, CPA 401(K) PROFIT SHARING PLAN [EIN = 205869448]
• DAVID J. COBB, DDS, PA 401K PLAN [EIN = 481195450]
• DAVID J. WORKMAN 401(K) PLAN [EIN = 330636071]
• DAVID J. MALEH, M.D., P.A. 401(K) PLAN [EIN = 472111664]
• DAVID J. KRISTOFF, D.D.S. 401(K) RETIREMENT PLAN [EIN = 351625770]
• DAVID J. KITAHARA, DDS, LLC PROFIT SHARING PLAN [EIN = 521530485]
• DAVID J. HART DDS 401(K) PLAN [EIN = 204988893]
• DAVID J. VALDINI & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRU [EIN = 262918155]
• DAVID J. MAYDEN DDS PROFIT SHARING PLAN [EIN = 351811638]
• DAVID J. BALESTRINI DEFINED BENEFIT PENSION PLAN [EIN = 232717464]
• DAVID J. BALESTRINI DMD, PLLC PROFIT SHARING PLAN [EIN = 232717464]
• DAVID J. WOLF, M.D., P.C. PROFIT SHARING PLAN [EIN = 133040789]
• DAVID J. MATA, M.D., INC. PROFIT SHARING 401(K) PLAN AND TRUST [EIN = 330983363]
• DAVID J. LEONARD, P.L.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT [EIN = 263399574]
• DAVID J. CORMIA, CPA, 401(K) RETIREMENT PLAN & TRUST [EIN = 208298840]
• DAVID J. SPECTOR & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN [EIN = 133736457]
• DAVID J. HART, PA 401K PLAN [EIN = 650804259]
• DAVID J. GIANNONE, INC. [EIN = 592693682]
• DAVID J. DEGRAVE, D.D.S. RETIREMENT SAVINGS PLAN [EIN = 200632889]
• DAVID J. SILVERMAN, EA, LLC PROFIT SHARING PLAN [EIN = 471992799]
• DAVID J. FISHMAN, M.D. INC. PROFIT SHARING PLAN [EIN = 341682782]
• DAVID J. PARKS, M. D. , INC. 401K PLAN [EIN = 454134886]
• DAVID J. ZANER, D.M.D., P.A. SAFE HARBOR 401K PROFIT SHARING PLAN & TRUST [EIN = 593626030]
• DAVID J. CLARK 401K PLAN [EIN = 141888545]
• DAVID J. ELLEFSEN PROFIT SHARING PLAN [EIN = 880318131]
• DAVID J. DUPREE, MD, PC 401(K) PLAN [EIN = 462644679]
• DAVID J. OLIVIERI PROFESSIONAL FINANCIAL DEFINED BENEFIT PLAN [EIN = 330301809]
• DAVID J. MALLAMS, M.D. PROFIT SHARING PLAN [EIN = 751700956]
• DAVID J. YANASE, M.D., P.A. PROFIT SHARING PLAN AND TRUST [EIN = 450524383]
• DAVID J. WOHL, DDS, PC 401(K) PLAN [EIN = 061376291]
• DAVID J. BAX, DC, INC. 401(K) PROFIT SHARING PLAN [EIN = 203716678]
• DAVID J. ELBAUM, M.D. DEFINED BENEFIT PENSION PLAN [EIN = 954114530]
• DAVID J. LORITZ DDS SC 401K PLAN [EIN = 391375944]
• DAVID J. BUSCIGLIO, DMD, PA PROFIT SHARING PLAN [EIN = 593596138]
• DAVID J. RIZZO, D.M.D., LLC 401(K) PROFIT SHARING PLAN [EIN = 061631518]
• DAVID J. BERNARD, M.D., P.C. PROFIT SHARING PLAN [EIN = 208355510]
• DAVID J. NITTI, M.D., P.A. PROFIT SHARING PLAN [EIN = 222278847]
• DAVID J. TAFT, D.D.S., INC. PROFIT SHARING PLAN [EIN = 953871232]
• DAVID J. FLEISS M.D. P.C. [EIN = 133079983]
• DAVID J. THOMPSON MAILING CORPORATION EMPLOYEE HEALTH PLAN [EIN = 205970665]
• DAVID J. AHEARN, DDS, PC 401(K) PLAN [EIN = 043112417]
• DAVID J. THOMPSON MAILING CORPORATION EMPLOYEE HEALTH PLAN [EIN = 205790665]
• DAVID J.EISENHAUER TEAM RETIREMENT PLAN [EIN = 452938413]
• DAVID J. MASCHKE 401 K PROFIT SHARING PLAN TRUST [EIN = 205764471]
• DAVID J. MARZO, D.D.S., LTD. EMPLOYEES' PROFIT SHARING PLAN & TRUST [EIN = 362900733]
• DAVID J. DONOVAN 401(K) PLAN [EIN = 043412874]
• DAVID J. OLIVERI, M.D. 401(K) PLAN [EIN = 880315037]
• DAVID J. OLIVERI, M.D. PENSION PLAN [EIN = 880315037]
• DAVID J. WARD, DMD, PC 401(K) PLAN [EIN = 050479412]
• DAVID J. GOMERINGER, D.O. PROFIT SHARING PLAN AND TRUST [EIN = 592818868]
• DAVID J. WALBOM PROFIT SHARING PLAN [EIN = 341473807]
• DAVID J. WANG, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN [EIN = 421479607]
• DAVID J. GLATTHORN, PA 401(K) PROFIT SHARING PLAN [EIN = 650243053]
• DAVID J. WIENER, PA PROFIT SHARING PLAN [EIN = 650847262]
• DAVID J. HANLE DMD PROFIT SHARING PLAN [EIN = 593124448]
• DAVID J. ANDERSON PROFIT SHARING PLAN [EIN = 416152138]
• DAVID J. FURMAN, DDS, PA 401(K) PROFIT SHARING PLAN [EIN = 630796143]
• DAVID J. LUKACS [EIN = 900346633]
• DAVID J.SKIBA PROFIT SHARING PLAN [EIN = 042847755]
• DAVID J. GREENE AND COMPANY PROFIT SHARING PLAN [EIN = 135605991]
• DAVID J. MARTIN, D.D.S., A P.C. PROFIT SHARING 401(K) PLAN [EIN = 261935530]
• DAVID J. DOYAGA 401K PLAN [EIN = 113093988]
• DAVID J. APPLEBAUM CASH BALANCE PLAN [EIN = 650300000]
• DAVID J. BORCHERS, M.D., P.C. 401(K) PROFIT SHARING PLAN & TRUST [EIN = 841512804]
• DAVID J. WILCOX DMD 401(K) PLAN [EIN = 461608411]
• DAVID J. FISHER CPA 401(K) PLAN & TRUST [EIN = 680416775]
• DAVID J. DISNEY [EIN = 061403512]
• DAVID J. BORGMEYER DDS, PC MCF BENEFIT PLAN [EIN = 201767678]
• DAVID J. SHAW PROFIT SHARING PLAN [EIN = 576081660]
• DAVID J. GALVIN FLOORING INC. 401K PLAN [EIN = 043515777]
• DAVID J. KUCHAR DPM, LLC PROFIT SHARING PLAN [EIN = 223799384]
• DAVID J. WLOS SAVINGS AND RETIREMENT PLAN [EIN = 465598668]
• DAVID J. SILVERMAN, EA, LLC PROFIT SHARING PLAN [EIN = 870826885]
• DAVID J. SCHLACTUS, D.M.D., LLC 401(K) PLAN [EIN = 522221758]
• DAVID J. BLACKMAN, DDS, P.C. 401(K) PLAN [EIN = 474272584]
• DAVID J. WAXMAN RETIREMENT PLAN [EIN = 741880744]
• DAVID J. SHAW PROFIT SHARING PLAN [EIN = 922880023]
• DAVID J. CORKILL CINEMA WEST 401(K) PLAN [EIN = 680134721]
• DAVID J. FRANKS, P.C. 401(K) PLAN [EIN = 204475752]
• DAVID J. GLOVER, D.D.S., P.A. 401(K) PLAN [EIN = 854274613]
• DAVID J. GREINER LAW CORPORATION RETIREMENT TRUST [EIN = 873077130]
• DAVID J. KOSEK, DMD, PHD 401(K) PROFIT SHARING PLAN [EIN = 821586948]

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