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RUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST 401k Plan overview

Plan NameRUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST
Plan identification number 001

RUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covering Self-Employed individuals.
  • 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

RUSSELL S. KOHN, SOLE PROPRIETOR has sponsored the creation of one or more 401k plans.

Company Name:RUSSELL S. KOHN, SOLE PROPRIETOR
Employer identification number (EIN):330939637
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01RUSSELL KOHN2023-06-07
0012018-01-01RUSSELL S KOHN2023-06-07
0012017-01-01RUSSELL KOHN2023-06-07
0012016-01-01RUSSELL S KOHN2023-06-07
0012015-01-01RUSSELL S KOHN2023-06-07
0012014-01-01RUSSELL KOHN2015-10-16 RUSSELL KOHN2015-10-16
0012013-01-01RUSSELL KOHN2014-10-15 RUSSELL KOHN2014-10-15
0012012-01-01RUSSELL KOHN2013-10-04 RUSSELL KOHN2013-10-04
0012011-01-01RUSSELL KOHN2012-10-04 RUSSELL KOHN2012-10-04

Plan Statistics for RUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST

401k plan membership statisitcs for RUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST

Measure Date Value
2020: RUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST 2020 401k membership
Market value of plan assets2020-12-311,484,488
Acturial value of plan assets2020-12-311,484,488
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-315,828
Active participant vested funding target2020-12-31609,522
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-31609,522
Total participant count2020-12-313
Total funding target for all participants2020-12-31615,350
Balance at beginning of prior year after applicable adjustments2020-12-3110,884
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3143,267
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3110,884
Amount remaining of prefunding balance2020-12-3143,267
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3114,734
Balance of prefunding at beginning of current year2020-12-3158,571
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-315,849
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: RUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST 2019 401k membership
Market value of plan assets2019-12-311,438,560
Acturial value of plan assets2019-12-311,438,560
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-31584,810
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-31584,810
Total participant count2019-12-312
Total funding target for all participants2019-12-31584,810
Balance at beginning of prior year after applicable adjustments2019-12-3111,148
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3143,267
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3111,148
Amount remaining of prefunding balance2019-12-3143,267
Present value of excess contributions2019-12-3181,964
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3181,964
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3110,884
Balance of prefunding at beginning of current year2019-12-3142,242
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-315,406
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: RUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-31993,223
Acturial value of plan assets2018-12-31993,223
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-31559,347
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-31559,347
Total participant count2018-12-312
Total funding target for all participants2018-12-31559,347
Balance at beginning of prior year after applicable adjustments2018-12-319,049
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3135,119
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-319,049
Amount remaining of prefunding balance2018-12-3135,119
Present value of excess contributions2018-12-3128,975
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3128,975
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3111,148
Balance of prefunding at beginning of current year2018-12-3143,267
Total employer contributions2018-12-3185,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3181,964
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-315,012
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3181,964
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: RUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-31986,832
Acturial value of plan assets2017-12-31986,832
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31531,282
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-31531,282
Total participant count2017-12-312
Total funding target for all participants2017-12-31531,282
Balance at beginning of prior year after applicable adjustments2017-12-317,345
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3128,506
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-317,345
Amount remaining of prefunding balance2017-12-3128,506
Present value of excess contributions2017-12-3128,807
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3128,807
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-319,049
Balance of prefunding at beginning of current year2017-12-3135,119
Total employer contributions2017-12-3130,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3128,975
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-314,577
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3128,975
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: RUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-31774,869
Acturial value of plan assets2016-12-31774,869
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-314,287
Active participant vested funding target2016-12-31469,318
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-31469,318
Total participant count2016-12-314
Total funding target for all participants2016-12-31473,605
Balance at beginning of prior year after applicable adjustments2016-12-317,706
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3129,906
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-317,706
Amount remaining of prefunding balance2016-12-3129,906
Present value of excess contributions2016-12-3128,768
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3128,768
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-317,345
Balance of prefunding at beginning of current year2016-12-3128,506
Total employer contributions2016-12-3130,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3128,807
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-314,310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3128,807
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2015: RUSSELL S. KOHN DEFINED BENEFIT PLAN & TRUST 2015 401k membership
Market value of plan assets2015-12-31672,281
Acturial value of plan assets2015-12-31672,281
Funding target for retired participants and beneficiaries receiving payment2015-12-310
Number of terminated vested participants2015-12-312
Fundng target for terminated vested participants2015-12-313,937
Active participant vested funding target2015-12-31439,246
Number of active participants2015-12-312
Total funding liabilities for active participants2015-12-31439,246
Total participant count2015-12-314
Total funding target for all participants2015-12-31443,183
Balance at beginning of prior year after applicable adjustments2015-12-317,346
Prefunding balance at beginning of prior year after applicable adjustments2015-12-3128,508
Carryover balanced portion elected for use to offset prior years funding requirement2015-12-310
Prefunding balanced used to offset prior years funding requirement2015-12-310
Amount remaining of carryover balance2015-12-317,346
Amount remaining of prefunding balance2015-12-3128,508
Present value of excess contributions2015-12-31110,266
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2015-12-31110,266
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2015-12-310
Reductions in caryover balances due to elections or deemed elections2015-12-310
Reductions in prefunding balances due to elections or deemed elections2015-12-310
Balance of carryovers at beginning of current year2015-12-317,707
Balance of prefunding at beginning of current year2015-12-3129,908
Total employer contributions2015-12-3130,000
Total employee contributions2015-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2015-12-310
Contributions made to avoid restrictions adjusted to valuation date2015-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2015-12-3128,768
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2015-12-310
Remaining amount of unpaid minimum required contributions2015-12-310
Minimum required contributions for current year target normal cost2015-12-314,060
Total funding amount beforereflecting carryover/prefunding balances2015-12-310
Additional cash requirement2015-12-310
Contributions allocatedtoward minimum required contributions for current year2015-12-3128,768
Unpaid minimum required contributions for current year2015-12-310
Unpaid minimum required contributions for all years2015-12-310

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