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LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES 401k Plan overview

Plan NameLAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES
Plan identification number 002

LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.

401k Sponsoring company profile

LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES, APC has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES, APC
Employer identification number (EIN):611579658
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01

Plan Statistics for LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES

401k plan membership statisitcs for LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES

Measure Date Value
2022: LAW OFFICE OF JAMES F. ROBERTS & ASSOCIATES 2022 401k membership
Market value of plan assets2022-12-31169,832
Acturial value of plan assets2022-12-31169,832
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-3132,824
Number of active participants2022-12-3117
Total funding liabilities for active participants2022-12-31166,835
Total participant count2022-12-3117
Total funding target for all participants2022-12-31166,835
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-313,037
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-313,037
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-313,037
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-313,037
Total employer contributions2022-12-31162,000
Total employee contributions2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31156,183
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31155,989
Net shortfall amortization installment of oustanding balance2022-12-31202
Total funding amount beforereflecting carryover/prefunding balances2022-12-31156,008
Additional cash requirement2022-12-31156,008
Contributions allocatedtoward minimum required contributions for current year2022-12-31156,183
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310

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