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BRUCE D. FOX PENSION PLAN 401k Plan overview

Plan NameBRUCE D. FOX PENSION PLAN
Plan identification number 001

BRUCE D. FOX PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

BRUCE D. FOX, ATTORNEY AT LAW has sponsored the creation of one or more 401k plans.

Company Name:BRUCE D. FOX, ATTORNEY AT LAW
Employer identification number (EIN):542099345
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRUCE D. FOX PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01BRUCE FOX2020-10-12
0012018-01-01BRUCE FOX2019-07-23
0012017-01-01BRUCE FOX2018-10-02
0012016-01-01BRUCE FOX2017-10-16
0012015-01-01BRUCE FOX2016-06-08
0012014-01-01BRUCE FOX2015-10-14
0012013-01-01BRUCE FOX2014-10-13
0012012-01-01BRUCE FOX2013-10-08
0012011-01-01BRUCE FOX2012-08-29
0012010-01-01BRUCE FOX2011-10-06

Plan Statistics for BRUCE D. FOX PENSION PLAN

401k plan membership statisitcs for BRUCE D. FOX PENSION PLAN

Measure Date Value
2019: BRUCE D. FOX PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-313,580,274
Acturial value of plan assets2019-12-313,580,274
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-3175,176
Active participant vested funding target2019-12-313,873,637
Number of active participants2019-12-318
Total funding liabilities for active participants2019-12-313,873,637
Total participant count2019-12-3111
Total funding target for all participants2019-12-313,948,813
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31460,558
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3155,735
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31404,823
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-310
Balance of prefunding at beginning of current year2019-12-31381,505
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-31750,044
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31128,497
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-31128,497
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: BRUCE D. FOX PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-313,821,800
Acturial value of plan assets2018-12-313,821,800
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-3168,936
Active participant vested funding target2018-12-313,633,716
Number of active participants2018-12-318
Total funding liabilities for active participants2018-12-313,633,716
Total participant count2018-12-3111
Total funding target for all participants2018-12-313,702,652
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31518,615
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31111,905
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31406,710
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
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 year2018-12-310
Balance of prefunding at beginning of current year2018-12-31460,558
Total employer contributions2018-12-310
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 date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
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 cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-31341,410
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3155,735
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3155,735
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: BRUCE D. FOX PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-313,333,061
Acturial value of plan assets2017-12-313,333,061
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-3152,988
Active participant vested funding target2017-12-312,840,678
Number of active participants2017-12-318
Total funding liabilities for active participants2017-12-312,852,747
Total participant count2017-12-3110
Total funding target for all participants2017-12-312,905,735
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31356,065
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 balance2017-12-310
Amount remaining of prefunding balance2017-12-31356,065
Present value of excess contributions2017-12-31131,591
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31139,513
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31139,513
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 year2017-12-310
Balance of prefunding at beginning of current year2017-12-31518,615
Total employer contributions2017-12-3125,000
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 date2017-12-3123,833
Unpaid minimum required contributions for all prior years2017-12-310
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 cost2017-12-31135,738
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31135,738
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31111,905
Additional cash requirement2017-12-3123,833
Contributions allocatedtoward minimum required contributions for current year2017-12-3123,833
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: BRUCE D. FOX PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-312,928,398
Acturial value of plan assets2016-12-312,928,398
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-3148,181
Active participant vested funding target2016-12-312,491,807
Number of active participants2016-12-317
Total funding liabilities for active participants2016-12-312,499,606
Total participant count2016-12-319
Total funding target for all participants2016-12-312,547,787
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31354,981
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 balance2016-12-310
Amount remaining of prefunding balance2016-12-31354,981
Present value of excess contributions2016-12-319,070
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-319,639
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-319,639
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 year2016-12-310
Balance of prefunding at beginning of current year2016-12-31356,065
Total employer contributions2016-12-31217,500
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 date2016-12-31207,146
Unpaid minimum required contributions for all prior years2016-12-310
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 cost2016-12-31100,101
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3175,555
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3175,555
Contributions allocatedtoward minimum required contributions for current year2016-12-31207,146
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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