MACDONALD & MACDONALD, P.C. CASH BALANCE PENSION PLAN 401k Plan overview

MACDONALD & MACDONALD, P.C. CASH BALANCE PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	MACDONALD & MACDONALD, P.C.
Employer identification number (EIN):	522081733
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
002	2022-01-01	ALAN MACDONALD	2023-10-10	ALAN MACDONALD	2023-10-10

Plan Statistics for MACDONALD & MACDONALD, P.C. CASH BALANCE PENSION PLAN

Measure	Date	Value
2022: MACDONALD & MACDONALD, P.C. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	191,784
Acturial value of plan assets	2022-12-31	191,784
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	196,950
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	196,950
Total participant count	2022-12-31	2
Total funding target for all participants	2022-12-31	196,950
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	0
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	0
Present value of excess contributions	2022-12-31	154,842
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	154,842
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	0
Total employer contributions	2022-12-31	228,912
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	222,695
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	189,374
Net shortfall amortization installment of oustanding balance	2022-12-31	5,166
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	189,851
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	0
Additional cash requirement	2022-12-31	189,851
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	222,695
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0

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