LEWIS & LLEWELLYN LLP CASH BALANCE DEFINED BENEFIT PLAN 401k Plan overview

LEWIS & LLEWELLYN LLP CASH BALANCE DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	LEWIS & LLEWELLYN LLP
Employer identification number (EIN):	454158980
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	LAWRENCE PIAZZA	2020-03-09	LAWRENCE PIAZZA	2020-03-09
001	2019-01-01	LARRY PIAZZA	2020-03-09
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01

Plan Statistics for LEWIS & LLEWELLYN LLP CASH BALANCE DEFINED BENEFIT PLAN

Measure	Date	Value
2019: LEWIS & LLEWELLYN LLP CASH BALANCE DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	701,073
Acturial value of plan assets	2019-12-31	701,073
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	14,874
Active participant vested funding target	2019-12-31	571,936
Number of active participants	2019-12-31	7
Total funding liabilities for active participants	2019-12-31	571,936
Total participant count	2019-12-31	9
Total funding target for all participants	2019-12-31	586,810
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	139,832
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	139,810
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	22
Present value of excess contributions	2019-12-31	190,379
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	190,379
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	22
Total employer contributions	2019-12-31	0
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	0
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	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	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LEWIS & LLEWELLYN LLP CASH BALANCE DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	506,351
Acturial value of plan assets	2018-12-31	506,351
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	11,308
Active participant vested funding target	2018-12-31	421,195
Number of active participants	2018-12-31	7
Total funding liabilities for active participants	2018-12-31	421,195
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	432,503
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	106,661
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	106,661
Present value of excess contributions	2018-12-31	29,001
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	29,001
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	29,001
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	139,832
Total employer contributions	2018-12-31	200,000
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	194,722
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	134,317
Net shortfall amortization installment of oustanding balance	2018-12-31	74,225
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	152,416
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	148,073
Additional cash requirement	2018-12-31	4,343
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	194,722
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LEWIS & LLEWELLYN LLP CASH BALANCE DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	340,213
Acturial value of plan assets	2017-12-31	340,213
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	2,230
Active participant vested funding target	2017-12-31	264,670
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	264,670
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	266,900
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	63,797
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	63,797
Present value of excess contributions	2017-12-31	38,985
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	38,985
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	38,985
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	106,661
Total employer contributions	2017-12-31	170,000
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	166,972
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	127,134
Net shortfall amortization installment of oustanding balance	2017-12-31	39,836
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	137,971
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	113,149
Additional cash requirement	2017-12-31	24,822
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	166,972
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LEWIS & LLEWELLYN LLP CASH BALANCE DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	160,167
Acturial value of plan assets	2016-12-31	160,167
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	1,909
Active participant vested funding target	2016-12-31	113,249
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	113,249
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	115,158
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	134,587
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	134,587
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	134,587
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	70,790
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	63,797
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	167,119
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	110,380
Net shortfall amortization installment of oustanding balance	2016-12-31	94,875
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	128,134
Additional cash requirement	2016-12-31	128,134
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	167,119
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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