STEVEN M. GERBER DEFINED BENEFIT PLAN 401k Plan overview

STEVEN M. GERBER DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	STEVEN M. GERBER
Employer identification number (EIN):	311439654
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
005	2016-01-01
005	2015-01-01
005	2014-01-01
005	2013-01-01
005	2012-01-01	SCOTT MARIN	2013-10-12
005	2011-01-01	SCOTT MARIN	2012-10-08
005	2010-01-01	SCOTT MARIN	2011-10-15

Plan Statistics for STEVEN M. GERBER DEFINED BENEFIT PLAN

Measure	Date	Value
2016: STEVEN M. GERBER DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,670,161
Acturial value of plan assets	2016-12-31	1,670,161
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	3,795
Active participant vested funding target	2016-12-31	1,660,739
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	1,667,497
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	1,671,292
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	128,790
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	128,790
Present value of excess contributions	2016-12-31	287,354
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	306,348
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	306,348
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	300,000
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	126,342
Total employer contributions	2016-12-31	170,000
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	152,797
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	0
Net shortfall amortization installment of oustanding balance	2016-12-31	127,473
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	27,076
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	27,076
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	152,797
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STEVEN M. GERBER DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on STEVEN M. GERBER DEFINED BENEFIT PLAN

Form 5500 Responses for STEVEN M. GERBER DEFINED BENEFIT PLAN

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