401k Plan data: SPECIALIZED SERVICES FOR LAW FIRMS DEFINED BENEFIT PLAN & TRUST plan

SPECIALIZED SERVICES FOR LAW FIRMS DEFINED BENEFIT PLAN & TRUST 401k Plan overview

Plan Name	SPECIALIZED SERVICES FOR LAW FIRMS DEFINED BENEFIT PLAN & TRUST
Plan identification number	002

SPECIALIZED SERVICES FOR LAW FIRMS DEFINED BENEFIT PLAN & TRUST Benefits

401k Plan Type

Defined 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

SHELLEY OCANA DBA SPECIALIZED SERVICES FOR LAW FIRMS has sponsored the creation of one or more 401k plans.

Company Name: SHELLEY OCANA DBA SPECIALIZED SERVICES FOR LAW FIRMS

Employer identification number (EIN): 680294763

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPECIALIZED SERVICES FOR LAW FIRMS DEFINED BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 SHELLEY OCANA 2021-03-24 SHELLEY OCANA 2021-03-24
002 2019-01-01 SHELLEY OCANA 2020-07-30
002 2018-01-01 SHELLEY OCANA 2019-06-27
002 2017-01-01 SHELLEY OCANA 2018-09-19
002 2016-01-01 SHELLEY OCANA 2017-05-15
002 2015-01-01 SHELLEY OCANA 2016-07-05
002 2015-01-01 SHELLEY OCANA 2016-08-23
002 2014-01-01 SHELLEY OCANA 2015-07-28
002 2013-01-01 SHELLEY OCANA 2014-05-23
002 2012-01-01 SHELLEY OCANA 2013-05-30
002 2011-01-01 SHELLEY OCANA 2012-05-27
002 2010-01-01 SHELLEY OCANA 2011-06-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	SHELLEY OCANA	2021-03-24	SHELLEY OCANA	2021-03-24
002	2019-01-01	SHELLEY OCANA	2020-07-30
002	2018-01-01	SHELLEY OCANA	2019-06-27
002	2017-01-01	SHELLEY OCANA	2018-09-19
002	2016-01-01	SHELLEY OCANA	2017-05-15
002	2015-01-01	SHELLEY OCANA	2016-07-05
002	2015-01-01	SHELLEY OCANA	2016-08-23
002	2014-01-01	SHELLEY OCANA	2015-07-28
002	2013-01-01	SHELLEY OCANA	2014-05-23
002	2012-01-01	SHELLEY OCANA	2013-05-30
002	2011-01-01	SHELLEY OCANA	2012-05-27
002	2010-01-01	SHELLEY OCANA	2011-06-20

Plan Statistics for SPECIALIZED SERVICES FOR LAW FIRMS DEFINED BENEFIT PLAN & TRUST

401k plan membership statisitcs for SPECIALIZED SERVICES FOR LAW FIRMS DEFINED BENEFIT PLAN & TRUST

Measure Date Value
2020: SPECIALIZED SERVICES FOR LAW FIRMS DEFINED BENEFIT PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-01-15 2,071,898
Acturial value of plan assets 2020-01-15 2,071,898
Funding target for retired participants and beneficiaries receiving payment 2020-01-15 0
Number of terminated vested participants 2020-01-15 1
Fundng target for terminated vested participants 2020-01-15 525
Active participant vested funding target 2020-01-15 1,871,936
Number of active participants 2020-01-15 3
Total funding liabilities for active participants 2020-01-15 1,871,936
Total participant count 2020-01-15 4
Total funding target for all participants 2020-01-15 1,872,461
Balance at beginning of prior year after applicable adjustments 2020-01-15 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-01-15 121,559
Carryover balanced portion elected for use to offset prior years funding requirement 2020-01-15 0
Prefunding balanced used to offset prior years funding requirement 2020-01-15 0
Amount remaining of carryover balance 2020-01-15 0
Amount remaining of prefunding balance 2020-01-15 121,559
Present value of excess contributions 2020-01-15 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-01-15 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-01-15 0
Reductions in caryover balances due to elections or deemed elections 2020-01-15 0
Reductions in prefunding balances due to elections or deemed elections 2020-01-15 0
Balance of carryovers at beginning of current year 2020-01-15 0
Balance of prefunding at beginning of current year 2020-01-15 142,917
Contributions allocated toward unpaid minimum require contributions from prior years 2020-01-15 0
Contributions made to avoid restrictions adjusted to valuation date 2020-01-15 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-01-15 0
Unpaid minimum required contributions for all prior years 2020-01-15 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-01-15 0
Remaining amount of unpaid minimum required contributions 2020-01-15 0
Minimum required contributions for current year target normal cost 2020-01-15 0
Net shortfall amortization installment of oustanding balance 2020-01-15 0
Waiver amortization installment 2020-01-15 0
Total funding amount beforereflecting carryover/prefunding balances 2020-01-15 0
Carryover balance elected to use to offset funding requirement 2020-01-15 0
Prefunding balance elected to use to offset funding requirement 2020-01-15 0
Additional cash requirement 2020-01-15 0
Contributions allocatedtoward minimum required contributions for current year 2020-01-15 0
Unpaid minimum required contributions for current year 2020-01-15 0
Unpaid minimum required contributions for all years 2020-01-15 0
2019: SPECIALIZED SERVICES FOR LAW FIRMS DEFINED BENEFIT PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 2,072,974
Acturial value of plan assets 2019-12-31 2,072,974
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 291
Active participant vested funding target 2019-12-31 1,850,779
Number of active participants 2019-12-31 3
Total funding liabilities for active participants 2019-12-31 1,850,973
Total participant count 2019-12-31 4
Total funding target for all participants 2019-12-31 1,851,264
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 146,762
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 17,485
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 129,277
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 2019-12-31 121,559
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 1,709
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: SPECIALIZED SERVICES FOR LAW FIRMS DEFINED BENEFIT PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 1,934,797
Acturial value of plan assets 2018-12-31 1,934,797
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 254
Active participant vested funding target 2018-12-31 1,884,013
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 1,884,013
Total participant count 2018-12-31 4
Total funding target for all participants 2018-12-31 1,884,267
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 152,088
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 2018-12-31 152,088
Present value of excess contributions 2018-12-31 71,852
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 71,852
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 23,409
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 146,762
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 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 1,422
Net shortfall amortization installment of oustanding balance 2018-12-31 104,245
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 18,440
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 18,440
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SPECIALIZED SERVICES FOR LAW FIRMS DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 1,956,140
Acturial value of plan assets 2017-12-31 1,956,140
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 2017-12-31 212
Active participant vested funding target 2017-12-31 1,751,105
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 1,751,105
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 1,751,317
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 349,282
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 2017-12-31 205,218
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 144,064
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 2017-12-31 152,088
Total employer contributions 2017-12-31 100,000
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 2017-12-31 101,377
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 73,652
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 29,525
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 0
Additional cash requirement 2017-12-31 29,525
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 101,377
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SPECIALIZED SERVICES FOR LAW FIRMS DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 1,606,209
Acturial value of plan assets 2016-12-31 1,606,209
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 2016-12-31 119
Active participant vested funding target 2016-12-31 1,449,112
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 1,449,112
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 1,449,231
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 454,139
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 2016-12-31 101,365
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 352,774
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 2016-12-31 349,282
Total employer contributions 2016-12-31 140,000
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 2016-12-31 138,282
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 2016-12-31 315,626
Net shortfall amortization installment of oustanding balance 2016-12-31 212,807
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 353,972
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 215,690
Additional cash requirement 2016-12-31 138,282
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 138,282
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2020: SPECIALIZED SERVICES FOR LAW FIRMS DEFINED BENEFIT PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-01-15	2,071,898
Acturial value of plan assets	2020-01-15	2,071,898
Funding target for retired participants and beneficiaries receiving payment	2020-01-15	0
Number of terminated vested participants	2020-01-15	1
Fundng target for terminated vested participants	2020-01-15	525
Active participant vested funding target	2020-01-15	1,871,936
Number of active participants	2020-01-15	3
Total funding liabilities for active participants	2020-01-15	1,871,936
Total participant count	2020-01-15	4
Total funding target for all participants	2020-01-15	1,872,461
Balance at beginning of prior year after applicable adjustments	2020-01-15	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-01-15	121,559
Carryover balanced portion elected for use to offset prior years funding requirement	2020-01-15	0
Prefunding balanced used to offset prior years funding requirement	2020-01-15	0
Amount remaining of carryover balance	2020-01-15	0
Amount remaining of prefunding balance	2020-01-15	121,559
Present value of excess contributions	2020-01-15	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-01-15	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-01-15	0
Reductions in caryover balances due to elections or deemed elections	2020-01-15	0
Reductions in prefunding balances due to elections or deemed elections	2020-01-15	0
Balance of carryovers at beginning of current year	2020-01-15	0
Balance of prefunding at beginning of current year	2020-01-15	142,917
Contributions allocated toward unpaid minimum require contributions from prior years	2020-01-15	0
Contributions made to avoid restrictions adjusted to valuation date	2020-01-15	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-01-15	0
Unpaid minimum required contributions for all prior years	2020-01-15	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-01-15	0
Remaining amount of unpaid minimum required contributions	2020-01-15	0
Minimum required contributions for current year target normal cost	2020-01-15	0
Net shortfall amortization installment of oustanding balance	2020-01-15	0
Waiver amortization installment	2020-01-15	0
Total funding amount beforereflecting carryover/prefunding balances	2020-01-15	0
Carryover balance elected to use to offset funding requirement	2020-01-15	0
Prefunding balance elected to use to offset funding requirement	2020-01-15	0
Additional cash requirement	2020-01-15	0
Contributions allocatedtoward minimum required contributions for current year	2020-01-15	0
Unpaid minimum required contributions for current year	2020-01-15	0
Unpaid minimum required contributions for all years	2020-01-15	0
2019: SPECIALIZED SERVICES FOR LAW FIRMS DEFINED BENEFIT PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	2,072,974
Acturial value of plan assets	2019-12-31	2,072,974
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	291
Active participant vested funding target	2019-12-31	1,850,779
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	1,850,973
Total participant count	2019-12-31	4
Total funding target for all participants	2019-12-31	1,851,264
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	146,762
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	17,485
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	129,277
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	121,559
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	1,709
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: SPECIALIZED SERVICES FOR LAW FIRMS DEFINED BENEFIT PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	1,934,797
Acturial value of plan assets	2018-12-31	1,934,797
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	254
Active participant vested funding target	2018-12-31	1,884,013
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	1,884,013
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	1,884,267
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	152,088
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	152,088
Present value of excess contributions	2018-12-31	71,852
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	71,852
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	23,409
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	146,762
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	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	1,422
Net shortfall amortization installment of oustanding balance	2018-12-31	104,245
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	18,440
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	18,440
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SPECIALIZED SERVICES FOR LAW FIRMS DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	1,956,140
Acturial value of plan assets	2017-12-31	1,956,140
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	212
Active participant vested funding target	2017-12-31	1,751,105
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	1,751,105
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	1,751,317
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	349,282
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	205,218
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	144,064
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	152,088
Total employer contributions	2017-12-31	100,000
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	101,377
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	73,652
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	29,525
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	0
Additional cash requirement	2017-12-31	29,525
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	101,377
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SPECIALIZED SERVICES FOR LAW FIRMS DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	1,606,209
Acturial value of plan assets	2016-12-31	1,606,209
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	119
Active participant vested funding target	2016-12-31	1,449,112
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	1,449,112
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	1,449,231
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	454,139
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	101,365
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	352,774
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	349,282
Total employer contributions	2016-12-31	140,000
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	138,282
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	315,626
Net shortfall amortization installment of oustanding balance	2016-12-31	212,807
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	353,972
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	215,690
Additional cash requirement	2016-12-31	138,282
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	138,282
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SHELLEY OCANA DBA SPECIALIZED SERVICES FOR LAW FIRMS
Employer identification number (EIN):	680294763
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers