401k Plan data: RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN plan

RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN
Plan identification number	002

RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

RICHARD SHAPIRO, ATTORNEY has sponsored the creation of one or more 401k plans.

Company Name: RICHARD SHAPIRO, ATTORNEY

Employer identification number (EIN): 364001185

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 RICHARD SHAPIRO 2023-10-10
002 2021-01-01 RICHARD SHAPIRO 2022-05-03
002 2020-01-01 RICHARD SHAPIRO 2021-09-10
002 2019-01-01 RICHARD SHAPIRO 2020-07-17
002 2018-01-01 RICHARD SHAPIRO 2019-10-10
002 2017-01-01 RICHARD SHAPIRO 2018-05-18
002 2016-01-01 RICHARD SHAPIRO 2017-08-25
002 2015-01-01 RICHARD SHAPIRO 2016-10-13
002 2014-01-01 RICHARD SHAPIRO 2015-06-12
002 2013-01-01 RICHARD SHAPIRO 2014-10-15
002 2012-01-01 RICHARD SHAPIRO 2013-10-14
002 2011-01-01 RICHARD SHAPIRO 2012-10-11
002 2010-01-01 RICHARD SHAPIRO 2011-10-06
002 2009-01-01 RICHARD SHAPIRO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	RICHARD SHAPIRO	2023-10-10
002	2021-01-01	RICHARD SHAPIRO	2022-05-03
002	2020-01-01	RICHARD SHAPIRO	2021-09-10
002	2019-01-01	RICHARD SHAPIRO	2020-07-17
002	2018-01-01	RICHARD SHAPIRO	2019-10-10
002	2017-01-01	RICHARD SHAPIRO	2018-05-18
002	2016-01-01	RICHARD SHAPIRO	2017-08-25
002	2015-01-01	RICHARD SHAPIRO	2016-10-13
002	2014-01-01	RICHARD SHAPIRO	2015-06-12
002	2013-01-01	RICHARD SHAPIRO	2014-10-15
002	2012-01-01	RICHARD SHAPIRO	2013-10-14
002	2011-01-01	RICHARD SHAPIRO	2012-10-11
002	2010-01-01	RICHARD SHAPIRO	2011-10-06
002	2009-01-01	RICHARD SHAPIRO

Plan Statistics for RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN

401k plan membership statisitcs for RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN

Measure Date Value
2022: RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,340,597
Acturial value of plan assets 2022-12-31 2,340,597
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 8
Fundng target for terminated vested participants 2022-12-31 123,305
Active participant vested funding target 2022-12-31 3,130,815
Number of active participants 2022-12-31 39
Total funding liabilities for active participants 2022-12-31 3,130,815
Total participant count 2022-12-31 47
Total funding target for all participants 2022-12-31 3,254,120
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 512,363
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 2022-12-31 512,363
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 2022-12-31 572,105
Total employer contributions 2022-12-31 500,800
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 2022-12-31 482,974
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 2022-12-31 366,469
Net shortfall amortization installment of oustanding balance 2022-12-31 1,515,664
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 506,533
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 23,565
Additional cash requirement 2022-12-31 482,968
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 482,974
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,784,000
Acturial value of plan assets 2021-12-31 3,784,000
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 27,557
Active participant vested funding target 2021-12-31 2,679,963
Number of active participants 2021-12-31 42
Total funding liabilities for active participants 2021-12-31 2,681,016
Total participant count 2021-12-31 43
Total funding target for all participants 2021-12-31 2,708,573
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 407,122
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 407,122
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 512,363
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 520,255
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,557,015
Acturial value of plan assets 2020-12-31 3,557,015
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 24,661
Active participant vested funding target 2020-12-31 2,330,409
Number of active participants 2020-12-31 46
Total funding liabilities for active participants 2020-12-31 2,330,409
Total participant count 2020-12-31 47
Total funding target for all participants 2020-12-31 2,355,070
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 319,437
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 319,437
Present value of excess contributions 2020-12-31 141,469
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 141,469
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 407,122
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 356,389
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,578,608
Acturial value of plan assets 2019-12-31 2,578,608
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 6
Fundng target for terminated vested participants 2019-12-31 52,640
Active participant vested funding target 2019-12-31 2,075,687
Number of active participants 2019-12-31 42
Total funding liabilities for active participants 2019-12-31 2,075,687
Total participant count 2019-12-31 48
Total funding target for all participants 2019-12-31 2,128,327
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 388,890
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 42,203
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 346,687
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 2019-12-31 319,437
Total employer contributions 2019-12-31 494,943
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 2019-12-31 485,607
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
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 2019-12-31 344,138
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 2019-12-31 344,138
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 2019-12-31 344,138
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 485,607
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 3,093,615
Acturial value of plan assets 2018-12-31 3,093,615
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 12
Fundng target for terminated vested participants 2018-12-31 85,642
Active participant vested funding target 2018-12-31 3,061,700
Number of active participants 2018-12-31 35
Total funding liabilities for active participants 2018-12-31 3,061,700
Total participant count 2018-12-31 47
Total funding target for all participants 2018-12-31 3,147,342
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 130,483
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 2018-12-31 130,483
Present value of excess contributions 2018-12-31 238,547
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 238,547
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 238,547
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 2018-12-31 388,890
Total employer contributions 2018-12-31 385,568
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 2018-12-31 372,252
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 2018-12-31 341,036
Net shortfall amortization installment of oustanding balance 2018-12-31 463,850
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 416,759
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 44,507
Additional cash requirement 2018-12-31 372,252
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 372,252
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 3,087,860
Acturial value of plan assets 2017-12-31 3,087,860
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 8
Fundng target for terminated vested participants 2017-12-31 45,270
Active participant vested funding target 2017-12-31 2,668,784
Number of active participants 2017-12-31 38
Total funding liabilities for active participants 2017-12-31 2,670,384
Total participant count 2017-12-31 46
Total funding target for all participants 2017-12-31 2,715,654
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 6,338
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 6,338
Present value of excess contributions 2017-12-31 123,604
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 123,604
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 123,604
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 2017-12-31 130,483
Total employer contributions 2017-12-31 285,284
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 2017-12-31 278,867
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 2017-12-31 282,043
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 40,320
Additional cash requirement 2017-12-31 40,320
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 278,867
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,049,105
Acturial value of plan assets 2016-12-31 2,049,105
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 10
Fundng target for terminated vested participants 2016-12-31 43,018
Active participant vested funding target 2016-12-31 2,345,948
Number of active participants 2016-12-31 31
Total funding liabilities for active participants 2016-12-31 2,345,948
Total participant count 2016-12-31 41
Total funding target for all participants 2016-12-31 2,388,966
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 107,428
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 2016-12-31 101,156
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 6,272
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 6,338
Total employer contributions 2016-12-31 612,736
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 142,236
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 2016-12-31 444,754
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 2016-12-31 142,236
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 142,236
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 256,243
Net shortfall amortization installment of oustanding balance 2016-12-31 346,581
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 321,150
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 2016-12-31 321,150
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 444,754
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 33
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 33

Measure	Date	Value
2022: RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,340,597
Acturial value of plan assets	2022-12-31	2,340,597
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	8
Fundng target for terminated vested participants	2022-12-31	123,305
Active participant vested funding target	2022-12-31	3,130,815
Number of active participants	2022-12-31	39
Total funding liabilities for active participants	2022-12-31	3,130,815
Total participant count	2022-12-31	47
Total funding target for all participants	2022-12-31	3,254,120
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	512,363
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	512,363
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	572,105
Total employer contributions	2022-12-31	500,800
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	482,974
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	366,469
Net shortfall amortization installment of oustanding balance	2022-12-31	1,515,664
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	506,533
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	23,565
Additional cash requirement	2022-12-31	482,968
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	482,974
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,784,000
Acturial value of plan assets	2021-12-31	3,784,000
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	27,557
Active participant vested funding target	2021-12-31	2,679,963
Number of active participants	2021-12-31	42
Total funding liabilities for active participants	2021-12-31	2,681,016
Total participant count	2021-12-31	43
Total funding target for all participants	2021-12-31	2,708,573
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	407,122
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	407,122
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	512,363
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	520,255
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,557,015
Acturial value of plan assets	2020-12-31	3,557,015
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	24,661
Active participant vested funding target	2020-12-31	2,330,409
Number of active participants	2020-12-31	46
Total funding liabilities for active participants	2020-12-31	2,330,409
Total participant count	2020-12-31	47
Total funding target for all participants	2020-12-31	2,355,070
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	319,437
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	319,437
Present value of excess contributions	2020-12-31	141,469
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	141,469
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	407,122
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	356,389
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,578,608
Acturial value of plan assets	2019-12-31	2,578,608
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	6
Fundng target for terminated vested participants	2019-12-31	52,640
Active participant vested funding target	2019-12-31	2,075,687
Number of active participants	2019-12-31	42
Total funding liabilities for active participants	2019-12-31	2,075,687
Total participant count	2019-12-31	48
Total funding target for all participants	2019-12-31	2,128,327
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	388,890
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	42,203
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	346,687
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	319,437
Total employer contributions	2019-12-31	494,943
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	485,607
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
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	344,138
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	344,138
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	344,138
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	485,607
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,093,615
Acturial value of plan assets	2018-12-31	3,093,615
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	12
Fundng target for terminated vested participants	2018-12-31	85,642
Active participant vested funding target	2018-12-31	3,061,700
Number of active participants	2018-12-31	35
Total funding liabilities for active participants	2018-12-31	3,061,700
Total participant count	2018-12-31	47
Total funding target for all participants	2018-12-31	3,147,342
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	130,483
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	130,483
Present value of excess contributions	2018-12-31	238,547
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	238,547
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	238,547
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	388,890
Total employer contributions	2018-12-31	385,568
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	372,252
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	341,036
Net shortfall amortization installment of oustanding balance	2018-12-31	463,850
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	416,759
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	44,507
Additional cash requirement	2018-12-31	372,252
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	372,252
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,087,860
Acturial value of plan assets	2017-12-31	3,087,860
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	8
Fundng target for terminated vested participants	2017-12-31	45,270
Active participant vested funding target	2017-12-31	2,668,784
Number of active participants	2017-12-31	38
Total funding liabilities for active participants	2017-12-31	2,670,384
Total participant count	2017-12-31	46
Total funding target for all participants	2017-12-31	2,715,654
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	6,338
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	6,338
Present value of excess contributions	2017-12-31	123,604
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	123,604
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	123,604
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	130,483
Total employer contributions	2017-12-31	285,284
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	278,867
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	282,043
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	40,320
Additional cash requirement	2017-12-31	40,320
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	278,867
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,049,105
Acturial value of plan assets	2016-12-31	2,049,105
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	10
Fundng target for terminated vested participants	2016-12-31	43,018
Active participant vested funding target	2016-12-31	2,345,948
Number of active participants	2016-12-31	31
Total funding liabilities for active participants	2016-12-31	2,345,948
Total participant count	2016-12-31	41
Total funding target for all participants	2016-12-31	2,388,966
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	107,428
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	101,156
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	6,272
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	6,338
Total employer contributions	2016-12-31	612,736
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	142,236
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	444,754
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	142,236
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	142,236
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	256,243
Net shortfall amortization installment of oustanding balance	2016-12-31	346,581
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	321,150
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	321,150
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	444,754
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	33
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	33

Financial Data on RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN

Measure	Date	Value
2009 : RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN

2009: RICHARD SHAPIRO, ATTORNEY CASH BALANCE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RICHARD SHAPIRO, ATTORNEY
Employer identification number (EIN):	364001185
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers