401k Plan data: HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017) plan

HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017) 401k Plan overview

Plan Name	HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017)
Plan identification number	004

HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017) Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).

401k Sponsoring company profile

HOPKINS & CARLEY, A LAW CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: HOPKINS & CARLEY, A LAW CORPORATION

Employer identification number (EIN): 942156511

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 CINDY HANSSON 2024-10-09
004 2022-01-01 CINDY HANSSON 2023-09-18
004 2021-01-01 CINDY HANSSON 2022-09-27
004 2020-01-01 CINDY HANSSON 2021-10-07
004 2019-01-01 CINDY HANSSON 2020-09-29
004 2018-01-01
004 2017-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2023-01-01	CINDY HANSSON	2024-10-09
004	2022-01-01	CINDY HANSSON	2023-09-18
004	2021-01-01	CINDY HANSSON	2022-09-27
004	2020-01-01	CINDY HANSSON	2021-10-07
004	2019-01-01	CINDY HANSSON	2020-09-29
004	2018-01-01
004	2017-01-01

Plan Statistics for HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017)

401k plan membership statisitcs for HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017)

Measure Date Value
2022: HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017) 2022 401k membership
Market value of plan assets 2022-12-31 7,630,000
Acturial value of plan assets 2022-12-31 7,630,000
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 15
Fundng target for terminated vested participants 2022-12-31 988,485
Active participant vested funding target 2022-12-31 5,779,187
Number of active participants 2022-12-31 62
Total funding liabilities for active participants 2022-12-31 5,779,187
Total participant count 2022-12-31 77
Total funding target for all participants 2022-12-31 6,767,672
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 231,791
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 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 231,791
Present value of excess contributions 2022-12-31 1,030,675
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 1,030,675
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 2022-12-31 255,920
Total employer contributions 2022-12-31 1,855,922
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 1,859,855
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 1,636,042
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 1,043,275
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 1,043,275
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 1,859,855
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017) 2021 401k membership
Market value of plan assets 2021-12-31 7,457,310
Acturial value of plan assets 2021-12-31 7,457,310
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 11
Fundng target for terminated vested participants 2021-12-31 338,314
Active participant vested funding target 2021-12-31 5,967,312
Number of active participants 2021-12-31 61
Total funding liabilities for active participants 2021-12-31 5,967,312
Total participant count 2021-12-31 72
Total funding target for all participants 2021-12-31 6,305,626
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 223,176
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 223,176
Present value of excess contributions 2021-12-31 703,137
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 703,137
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 231,791
Total employer contributions 2021-12-31 1,923,180
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 1,922,292
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 1,798,715
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 891,617
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 891,617
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 1,922,292
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017) 2020 401k membership
Market value of plan assets 2020-12-31 4,762,939
Acturial value of plan assets 2020-12-31 4,762,939
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 9
Fundng target for terminated vested participants 2020-12-31 64,555
Active participant vested funding target 2020-12-31 4,106,233
Number of active participants 2020-12-31 60
Total funding liabilities for active participants 2020-12-31 4,107,609
Total participant count 2020-12-31 69
Total funding target for all participants 2020-12-31 4,172,164
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 195,940
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 195,940
Present value of excess contributions 2020-12-31 291,500
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 291,500
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 223,176
Total employer contributions 2020-12-31 2,202,693
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 2,195,339
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 1,847,281
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 1,492,202
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 1,492,202
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 2,195,339
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017) 2019 401k membership
Market value of plan assets 2019-12-31 3,691,235
Acturial value of plan assets 2019-12-31 3,691,235
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 9
Fundng target for terminated vested participants 2019-12-31 124,056
Active participant vested funding target 2019-12-31 3,104,141
Number of active participants 2019-12-31 53
Total funding liabilities for active participants 2019-12-31 3,104,141
Total participant count 2019-12-31 62
Total funding target for all participants 2019-12-31 3,228,197
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 100,000
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 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 100,000
Present value of excess contributions 2019-12-31 228,900
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 228,900
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 100,000
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 2019-12-31 195,940
Total employer contributions 2019-12-31 1,538,537
Total employee contributions 2019-12-31 0
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 1,517,755
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 1,483,321
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 1,226,255
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 1,226,255
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 1,517,755
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017) 2018 401k membership
Market value of plan assets 2018-12-31 1,576,717
Acturial value of plan assets 2018-12-31 1,576,717
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 21,768
Active participant vested funding target 2018-12-31 1,603,662
Number of active participants 2018-12-31 50
Total funding liabilities for active participants 2018-12-31 1,606,243
Total participant count 2018-12-31 53
Total funding target for all participants 2018-12-31 1,628,011
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 0
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 0
Present value of excess contributions 2018-12-31 179,075
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 179,075
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 100,000
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 100,000
Total employer contributions 2018-12-31 1,680,000
Total employee contributions 2018-12-31 0
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 1,676,019
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 1,421,566
Net shortfall amortization installment of oustanding balance 2018-12-31 156,524
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 1,447,119
Additional cash requirement 2018-12-31 1,447,119
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 1,676,019
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017) 2017 401k membership
Market value of plan assets 2017-12-31 0
Acturial value of plan assets 2017-12-31 0
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 0
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 51
Total funding liabilities for active participants 2017-12-31 0
Total participant count 2017-12-31 52
Total funding target for all participants 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 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
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 1,641,326
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 1,639,374
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 1,460,299
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 1,460,299
Additional cash requirement 2017-12-31 1,460,299
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 1,639,374
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0

Measure	Date	Value
2022: HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017) 2022 401k membership
Market value of plan assets	2022-12-31	7,630,000
Acturial value of plan assets	2022-12-31	7,630,000
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	15
Fundng target for terminated vested participants	2022-12-31	988,485
Active participant vested funding target	2022-12-31	5,779,187
Number of active participants	2022-12-31	62
Total funding liabilities for active participants	2022-12-31	5,779,187
Total participant count	2022-12-31	77
Total funding target for all participants	2022-12-31	6,767,672
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	231,791
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	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	231,791
Present value of excess contributions	2022-12-31	1,030,675
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	1,030,675
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	255,920
Total employer contributions	2022-12-31	1,855,922
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	1,859,855
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	1,636,042
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	1,043,275
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	1,043,275
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	1,859,855
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017) 2021 401k membership
Market value of plan assets	2021-12-31	7,457,310
Acturial value of plan assets	2021-12-31	7,457,310
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	11
Fundng target for terminated vested participants	2021-12-31	338,314
Active participant vested funding target	2021-12-31	5,967,312
Number of active participants	2021-12-31	61
Total funding liabilities for active participants	2021-12-31	5,967,312
Total participant count	2021-12-31	72
Total funding target for all participants	2021-12-31	6,305,626
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	223,176
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	223,176
Present value of excess contributions	2021-12-31	703,137
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	703,137
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	231,791
Total employer contributions	2021-12-31	1,923,180
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	1,922,292
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	1,798,715
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	891,617
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	891,617
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	1,922,292
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017) 2020 401k membership
Market value of plan assets	2020-12-31	4,762,939
Acturial value of plan assets	2020-12-31	4,762,939
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	9
Fundng target for terminated vested participants	2020-12-31	64,555
Active participant vested funding target	2020-12-31	4,106,233
Number of active participants	2020-12-31	60
Total funding liabilities for active participants	2020-12-31	4,107,609
Total participant count	2020-12-31	69
Total funding target for all participants	2020-12-31	4,172,164
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	195,940
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	195,940
Present value of excess contributions	2020-12-31	291,500
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	291,500
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	223,176
Total employer contributions	2020-12-31	2,202,693
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	2,195,339
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	1,847,281
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	1,492,202
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	1,492,202
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	2,195,339
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017) 2019 401k membership
Market value of plan assets	2019-12-31	3,691,235
Acturial value of plan assets	2019-12-31	3,691,235
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	9
Fundng target for terminated vested participants	2019-12-31	124,056
Active participant vested funding target	2019-12-31	3,104,141
Number of active participants	2019-12-31	53
Total funding liabilities for active participants	2019-12-31	3,104,141
Total participant count	2019-12-31	62
Total funding target for all participants	2019-12-31	3,228,197
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	100,000
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	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	100,000
Present value of excess contributions	2019-12-31	228,900
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	228,900
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	100,000
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	195,940
Total employer contributions	2019-12-31	1,538,537
Total employee contributions	2019-12-31	0
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	1,517,755
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	1,483,321
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	1,226,255
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	1,226,255
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	1,517,755
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017) 2018 401k membership
Market value of plan assets	2018-12-31	1,576,717
Acturial value of plan assets	2018-12-31	1,576,717
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	21,768
Active participant vested funding target	2018-12-31	1,603,662
Number of active participants	2018-12-31	50
Total funding liabilities for active participants	2018-12-31	1,606,243
Total participant count	2018-12-31	53
Total funding target for all participants	2018-12-31	1,628,011
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	0
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	0
Present value of excess contributions	2018-12-31	179,075
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	179,075
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	100,000
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	100,000
Total employer contributions	2018-12-31	1,680,000
Total employee contributions	2018-12-31	0
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	1,676,019
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	1,421,566
Net shortfall amortization installment of oustanding balance	2018-12-31	156,524
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	1,447,119
Additional cash requirement	2018-12-31	1,447,119
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	1,676,019
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: HOPKINS & CARLEY CASH BALANCE PLAN (ADOPTED 2017) 2017 401k membership
Market value of plan assets	2017-12-31	0
Acturial value of plan assets	2017-12-31	0
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	0
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	51
Total funding liabilities for active participants	2017-12-31	0
Total participant count	2017-12-31	52
Total funding target for all participants	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	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
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	1,641,326
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	1,639,374
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	1,460,299
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	1,460,299
Additional cash requirement	2017-12-31	1,460,299
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	1,639,374
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0

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Company Name:	HOPKINS & CARLEY, A LAW CORPORATION
Employer identification number (EIN):	942156511
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers