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THE LAW OFFICE OF ROBERT W. LYONS DEFINED BENEFIT PLAN 401k Plan overview

Plan NameTHE LAW OFFICE OF ROBERT W. LYONS DEFINED BENEFIT PLAN
Plan identification number 003

THE LAW OFFICE OF ROBERT W. LYONS DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

THE LAW OFFICE OF ROBERT W. LYONS has sponsored the creation of one or more 401k plans.

Company Name:THE LAW OFFICE OF ROBERT W. LYONS
Employer identification number (EIN):942816487
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW OFFICE OF ROBERT W. LYONS DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01ROBERT W. LYONS2015-09-30
0032013-01-01ROBERT W. LYONS2014-07-16
0032012-01-01ROBERT W. LYONS2013-07-12
0032011-01-01ROBERT W. LYONS2012-08-20
0032010-01-01ROBERT W. LYONS2011-08-30

Plan Statistics for THE LAW OFFICE OF ROBERT W. LYONS DEFINED BENEFIT PLAN

401k plan membership statisitcs for THE LAW OFFICE OF ROBERT W. LYONS DEFINED BENEFIT PLAN

Measure Date Value
2018: THE LAW OFFICE OF ROBERT W. LYONS DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-11-301,280,341
Acturial value of plan assets2018-11-301,280,341
Funding target for retired participants and beneficiaries receiving payment2018-11-300
Number of terminated vested participants2018-11-300
Fundng target for terminated vested participants2018-11-300
Active participant vested funding target2018-11-301,144,976
Number of active participants2018-11-302
Total funding liabilities for active participants2018-11-301,144,976
Total participant count2018-11-302
Total funding target for all participants2018-11-301,144,976
Balance at beginning of prior year after applicable adjustments2018-11-300
Prefunding balance at beginning of prior year after applicable adjustments2018-11-30273,711
Carryover balanced portion elected for use to offset prior years funding requirement2018-11-300
Prefunding balanced used to offset prior years funding requirement2018-11-3041,139
Amount remaining of carryover balance2018-11-300
Amount remaining of prefunding balance2018-11-30232,572
Present value of excess contributions2018-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-300
Balance of carryovers at beginning of current year2018-11-300
Balance of prefunding at beginning of current year2018-11-30267,876
Total employer contributions2018-11-300
Total employee contributions2018-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-300
Contributions made to avoid restrictions adjusted to valuation date2018-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-300
Liquidity shortfalls end of Q12018-11-300
Liquidity shortfalls end of Q22018-11-300
Liquidity shortfalls end of Q32018-11-300
Liquidity shortfalls end of Q42018-11-300
Unpaid minimum required contributions for all prior years2018-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-300
Remaining amount of unpaid minimum required contributions2018-11-300
Minimum required contributions for current year target normal cost2018-11-3012,127
Net shortfall amortization installment of oustanding balance2018-11-30132,511
Waiver amortization installment2018-11-300
Total funding amount beforereflecting carryover/prefunding balances2018-11-3025,916
Carryover balance elected to use to offset funding requirement2018-11-300
Prefunding balance elected to use to offset funding requirement2018-11-3025,916
Additional cash requirement2018-11-300
Contributions allocatedtoward minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for all years2018-11-300
2017: THE LAW OFFICE OF ROBERT W. LYONS DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-311,214,275
Acturial value of plan assets2017-12-311,214,275
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-311,070,214
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-311,070,214
Total participant count2017-12-312
Total funding target for all participants2017-12-311,070,214
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31299,431
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-3139,842
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31259,589
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31273,711
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3116,958
Net shortfall amortization installment of oustanding balance2017-12-31129,650
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3141,139
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3141,139
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: THE LAW OFFICE OF ROBERT W. LYONS DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-311,257,326
Acturial value of plan assets2016-12-311,257,326
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-311,090,638
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-311,090,638
Total participant count2016-12-312
Total funding target for all participants2016-12-311,090,638
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31322,334
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-3115,948
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31306,386
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31299,431
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3117,646
Net shortfall amortization installment of oustanding balance2016-12-31132,743
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3139,842
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3139,842
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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