401k Plan data: VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN plan

VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN 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).
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

VICTOR R. MARSHALL & ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: VICTOR R. MARSHALL & ASSOCIATES, P.C.

Employer identification number (EIN): 850382825

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 VICTOR MARSHALL 2017-10-09 VICTOR MARSHALL 2017-10-09
002 2015-01-01 VICTOR MARSHALL 2016-10-17 VICTOR MARSHALL 2016-10-17
002 2014-01-01 VICTOR MARSHALL 2015-10-09 VICTOR MARSHALL 2015-10-09
002 2013-01-01 VICTOR MARSHALL 2014-09-29 VICTOR MARSHALL 2014-09-29
002 2012-01-01 VICTOR MARSHALL 2013-07-29 VICTOR MARSHALL 2013-07-29
002 2011-01-01 VICTOR R MARSHALL 2012-10-12 VICTOR R MARSHALL 2012-10-12
002 2010-01-01 VICTOR MARSHALL 2011-10-17 VICTOR MARSHALL 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01	VICTOR MARSHALL	2017-10-09	VICTOR MARSHALL	2017-10-09
002	2015-01-01	VICTOR MARSHALL	2016-10-17	VICTOR MARSHALL	2016-10-17
002	2014-01-01	VICTOR MARSHALL	2015-10-09	VICTOR MARSHALL	2015-10-09
002	2013-01-01	VICTOR MARSHALL	2014-09-29	VICTOR MARSHALL	2014-09-29
002	2012-01-01	VICTOR MARSHALL	2013-07-29	VICTOR MARSHALL	2013-07-29
002	2011-01-01	VICTOR R MARSHALL	2012-10-12	VICTOR R MARSHALL	2012-10-12
002	2010-01-01	VICTOR MARSHALL	2011-10-17	VICTOR MARSHALL	2011-10-17

Plan Statistics for VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2016: VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,071,362
Acturial value of plan assets 2016-12-31 1,071,362
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 819,985
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 819,985
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 819,985
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 0
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 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
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 0
Total employer contributions 2016-12-31 0
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 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 0
Net shortfall amortization installment of oustanding balance 2016-12-31 0
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 0
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 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
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
2016: VICTOR R. MARSHALL & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,071,362
Acturial value of plan assets	2016-12-31	1,071,362
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	819,985
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	819,985
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	819,985
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	0
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	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
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	0
Total employer contributions	2016-12-31	0
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	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	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
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	0
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	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
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:	VICTOR R. MARSHALL & ASSOCIATES, P.C.
Employer identification number (EIN):	850382825
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers