THOMAS J. LIEB & CO., CPA'S, CASH BALANCE PENSION PLAN 401k Plan overview

THOMAS J. LIEB & CO., CPA'S, CASH BALANCE PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	THOMAS J. LIEB & CO., CPA'S, INC.
Employer identification number (EIN):	330526484
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2017-01-01	THOMAS LIEB	2017-08-07	THOMAS LIEB	2017-08-07
003	2016-01-01	THOMAS LIEB	2017-07-25	THOMAS LIEB	2017-07-25
003	2015-01-01	THOMAS LIEB	2016-08-29	THOMAS LIEB	2016-08-29
003	2014-01-01	THOMAS LIEB	2015-07-16	THOMAS LIEB	2015-07-16
003	2013-01-01	THOMAS LIEB	2014-09-18	THOMAS LIEB	2014-09-18

Plan Statistics for THOMAS J. LIEB & CO., CPA'S, CASH BALANCE PENSION PLAN

Measure	Date	Value
2016: THOMAS J. LIEB & CO., CPA'S, CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	732,019
Acturial value of plan assets	2016-12-31	732,019
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	646,381
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	646,381
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	646,381
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	68,898
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	68,898
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	88,050
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	87,505
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	173,138
Net shortfall amortization installment of oustanding balance	2016-12-31	0
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	87,500
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	87,500
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	87,505
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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• THOMAS J. REILLY LAW FIRM, P.C. 401(K) PLAN [EIN = 421041391]
• THOMAS J. PHILLIPS, M.D., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN [EIN = 203362575]
• THOMAS J. PHILLIPS, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN [EIN = 203362575]
• THOMAS J. FRIEDT, DDS, PC 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 811476641]
• THOMAS J. HOFFMANN, M.D. DEFINED BENEFIT PENSION PLAN [EIN = 330783458]
• THOMAS J. HORGAN DDS PROFIT SHARING PLAN [EIN = 382864977]
• THOMAS J. VAN VOOREN, DMD PROFIT SHARING PLAN [EIN = 362975284]
• THOMAS J. RYDZON, DDS, PC 401(K) PSP [EIN = 382196474]
• THOMAS J. CLAY, D.P.M. PC PROFIT SHARING PLAN [EIN = 382309652]
• THOMAS J. BYER, MD, LTD. PROFIT SHARING PLAN AND TRUST [EIN = 880198822]
• THOMAS J. MESSLER SELF-EMPLOYED 401(K) PROFIT SHARING PLAN [EIN = 061169296]
• THOMAS J. LIPTON COMPANY & AFFILIATES GROUP LIFE PLAN NON-CONTRIBUTORY [EIN = 131840427]
• THOMAS J. WICKLIFFE, D.D.S., M.S.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST [EIN = 810539762]
• THOMAS J. HAVERBUSH MD PC PROFIT SHARING TRUST [EIN = 382086309]
• THOMAS J. WRABEL 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 463514213]
• THOMAS J. TOUB AGENCY, INC. 401(K) PROFIT SHARING PLAN [EIN = 061273810]
• THOMAS J. FORLENZA, M.D. DEFINED BENEFIT PLAN [EIN = 133243548]
• THOMAS J. CARRICATO AND SONS, INC [EIN = 232988950]
• THOMAS J. PAZIK, MD, LLC COLORADO KNEE AND SHOULDER, LLC PROFIT SHARING/401(K) PLAN FINAL [EIN = 510471467]
• THOMAS J. CLARK 401(K) PLAN [EIN = 484506119]
• THOMAS J. ANTINORA DBA ANTINORA INSURANCE SERVICE PROFIT SHARING PLAN [EIN = 166198704]
• THOMAS J. MARCISZ, M.D., A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN [EIN = 330265662]
• THOMAS J. MACK CONSTRUCTION, INC. PROFIT SHARING PLAN [EIN = 233027933]
• THOMAS J. BOWER, D.M.D. CASH BALANCE PLAN [EIN = 043246232]
• THOMAS J. DEMARCO DMD INC. MONEY PURCHASE PENSION PLAN [EIN = 341057751]
• THOMAS J. DIETSCH, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN [EIN = 770087030]
• THOMAS J. CORSARO DDS RETIREMENT PLAN [EIN = 232665913]
• THOMAS J. DWORK, P.A. 401(K) PROFIT SHARING PLAN [EIN = 651076906]
• THOMAS J. KNOX DDS PROFIT SHARING PLAN [EIN = 411571392]
• THOMAS J. WELSH, CUSTOM BUILDERS DEFINED BENEFIT PENSION PLAN [EIN = 364597233]
• THOMAS J. MCKEE DMD SELF EMPLOYED RETIREMENT PLAN [EIN = 202345212]
• THOMAS J. LIN 401K PLAN [EIN = 470876853]
• THOMAS J. WRABEL 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 453514213]
• THOMAS J. PHILLIPS, M.D., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN [EIN = 203362575]
• THOMAS J. BOTTONE, JR. 401(K) PLAN [EIN = 814852124]
• THOMAS J. BOTTONE, JR. RETIREMENT PLAN [EIN = 814852124]
• THOMAS J. WARWICK, JR. 401(K) SAVINGS PLAN [EIN = 330047939]
• THOMAS J. MAGNANI, D.D.S. PROFIT SHARING PLAN [EIN = 133237659]
• THOMAS J. WARWICK, JR. 401(K) SAVINGS PLAN [EIN = 330047939]
• THOMAS J. HENRY RETIREMENT PLAN [EIN = 832564943]
• THOMAS J. HENRY RETIREMENT PLAN [EIN = 742676434]
• THOMAS J. HAYES & ASSOCIATES, LLC PENSION PLAN [EIN = 061423979]
• THOMAS J.SMITH FARM GFB BENEFIT PLAN [EIN = 252969277]
• THOMAS J. POKSAY, D.M.D. 401(K) PROFIT SHARING PLAN [EIN = 261664393]
• THOMAS J. POKSAY, D.M.D., CASH BALANCE PLAN [EIN = 472600992]
• THOMAS J. WRABEL 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 311538936]
• THOMAS J. PLIURA, M. D. , J. D. , P. C. 401(K) PROFIT-SHARING PLAN & TRUST [EIN = 371273106]
• THOMAS J. SCHOETTLE, JR. 401(K) PLAN [EIN = 208390130]
• THOMAS J. BOLT, D.D.S. CASH BALANCE PENSION PLAN & TRUST [EIN = 470767133]
• THOMAS J. PLIURA, M.D., J.D. CASH BALANCE PLAN [EIN = 371273106]
• THOMAS J. ROSSI DEFINED BENEFIT PLAN [EIN = 833010619]
• THOMAS J. HESS MD CONCIERGE MEDICINE PLLC 401K PLAN [EIN = 920894913]
• THOMAS J. KAMINSKI, D.M.D., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST [EIN = 842603623]
• THOMAS J. BOGUE 401(K) PROFIT SHARING PLAN & TRUST [EIN = 753216531]
• THOMAS J. ARCHER, INC. DEFINED BENEFIT PENSION PLAN [EIN = 823806985]
• THOMAS J. ARCHER, INC. 401(K) PLAN [EIN = 823806985]

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