JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN 401k Plan overview

JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	JOHN K. ZAID & ASSOCIATES MANAGEMENT, PLLC
Employer identification number (EIN):	813743474
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	2023-01-01
002	2022-01-01

Plan Statistics for JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN

Measure	Date	Value
2022: JOHN K. ZAID & ASSOCIATES, PLLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	868,900
Acturial value of plan assets	2022-12-31	868,900
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	9
Fundng target for terminated vested participants	2022-12-31	8,246
Active participant vested funding target	2022-12-31	856,183
Number of active participants	2022-12-31	42
Total funding liabilities for active participants	2022-12-31	856,443
Total participant count	2022-12-31	51
Total funding target for all participants	2022-12-31	864,689
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	229,233
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	133,997
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	95,236
Present value of excess contributions	2022-12-31	109,663
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	114,718
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	109,663
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	209,289
Total employer contributions	2022-12-31	235,000
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	217,416
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	2022-12-31	0
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	208,452
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	208,452
Additional cash requirement	2022-12-31	208,452
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	217,416
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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