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WOOD & BENDER LLP CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameWOOD & BENDER LLP CASH BALANCE PENSION PLAN
Plan identification number 002

WOOD & BENDER LLP CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • 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

WOOD & BENDER, LLP has sponsored the creation of one or more 401k plans.

Company Name:WOOD & BENDER, LLP
Employer identification number (EIN):770445085
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOOD & BENDER LLP CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01D WOOD OR D BENDER2013-10-15
0022011-01-01DAVID E. WOOD2012-10-12
0022010-01-01DAVID P. BENDER2011-09-30
0022009-01-01DAVID P. BENDER

Plan Statistics for WOOD & BENDER LLP CASH BALANCE PENSION PLAN

401k plan membership statisitcs for WOOD & BENDER LLP CASH BALANCE PENSION PLAN

Measure Date Value
2009: WOOD & BENDER LLP CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0137
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WOOD & BENDER LLP CASH BALANCE PENSION PLAN

Measure Date Value
2009 : WOOD & BENDER LLP CASH BALANCE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WOOD & BENDER LLP CASH BALANCE PENSION PLAN

2009: WOOD & BENDER LLP CASH BALANCE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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