401k Plan data: WELBY, BRADY & GREENBLATT, LLP CASH BALANCE PENSION TRUST plan

WELBY, BRADY & GREENBLATT, LLP CASH BALANCE PENSION TRUST 401k Plan overview

Plan Name	WELBY, BRADY & GREENBLATT, LLP CASH BALANCE PENSION TRUST
Plan identification number	003

WELBY, BRADY & GREENBLATT, LLP CASH BALANCE PENSION TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
Plan covering Self-Employed individuals.

401k Sponsoring company profile

WELBY, BRADY & GREENBLATT, LLP has sponsored the creation of one or more 401k plans.

Company Name: WELBY, BRADY & GREENBLATT, LLP

Employer identification number (EIN): 133864481

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about WELBY, BRADY & GREENBLATT, LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1995-11-24

Company Identification Number: 1976373

Legal Registered Office Address: 11 MARTINE AVENUE
15TH FLOOR
WHITE PLAINS
United States of America (USA)
106061934

More information about WELBY, BRADY & GREENBLATT, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELBY, BRADY & GREENBLATT, LLP CASH BALANCE PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01 MICHAEL GREENBLATT 2019-10-02
003 2017-01-01 MICHAEL GREENBLATT 2018-08-06
003 2016-01-01 MICHAEL GREENBLATT 2017-09-15
003 2015-01-01 MICHAEL GREENBLATT 2016-07-13
003 2014-01-01 MICHAEL GREENBLATT 2015-09-10
003 2013-01-01 MICHAEL GREENBLATT 2014-09-09
003 2012-01-01 MICHAEL GREENBLATT 2013-07-09
003 2011-01-01 MICHAEL GREENBLATT 2012-05-07
003 2010-01-01 MICHAEL GREENBLATT 2011-08-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2018-01-01	MICHAEL GREENBLATT	2019-10-02
003	2017-01-01	MICHAEL GREENBLATT	2018-08-06
003	2016-01-01	MICHAEL GREENBLATT	2017-09-15
003	2015-01-01	MICHAEL GREENBLATT	2016-07-13
003	2014-01-01	MICHAEL GREENBLATT	2015-09-10
003	2013-01-01	MICHAEL GREENBLATT	2014-09-09
003	2012-01-01	MICHAEL GREENBLATT	2013-07-09
003	2011-01-01	MICHAEL GREENBLATT	2012-05-07
003	2010-01-01	MICHAEL GREENBLATT	2011-08-18

Plan Statistics for WELBY, BRADY & GREENBLATT, LLP CASH BALANCE PENSION TRUST

401k plan membership statisitcs for WELBY, BRADY & GREENBLATT, LLP CASH BALANCE PENSION TRUST

Measure Date Value
2018: WELBY, BRADY & GREENBLATT, LLP CASH BALANCE PENSION TRUST 2018 401k membership
Market value of plan assets 2018-12-31 6,331,598
Acturial value of plan assets 2018-12-31 6,331,598
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 4
Fundng target for terminated vested participants 2018-12-31 32,469
Active participant vested funding target 2018-12-31 5,221,339
Number of active participants 2018-12-31 15
Total funding liabilities for active participants 2018-12-31 5,221,339
Total participant count 2018-12-31 19
Total funding target for all participants 2018-12-31 5,253,808
Balance at beginning of prior year after applicable adjustments 2018-12-31 2,221
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 165,854
Amount remaining of carryover balance 2018-12-31 2,221
Amount remaining of prefunding balance 2018-12-31 165,854
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 2,633
Balance of prefunding at beginning of current year 2018-12-31 196,653
Total employer contributions 2018-12-31 0
Total employee contributions 2018-12-31 0
Unpaid minimum required contributions for all 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 2018-12-31 332,885
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: WELBY, BRADY & GREENBLATT, LLP CASH BALANCE PENSION TRUST 2017 401k membership
Market value of plan assets 2017-12-31 6,331,598
Acturial value of plan assets 2017-12-31 6,331,598
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 4
Fundng target for terminated vested participants 2017-12-31 22,914
Active participant vested funding target 2017-12-31 4,554,814
Number of active participants 2017-12-31 14
Total funding liabilities for active participants 2017-12-31 4,554,814
Total participant count 2017-12-31 18
Total funding target for all participants 2017-12-31 4,577,728
Balance at beginning of prior year after applicable adjustments 2017-12-31 2,060
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 153,811
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 2,060
Amount remaining of prefunding balance 2017-12-31 153,811
Present value of excess contributions 2017-12-31 384,091
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 384,091
Total available prior years excess cotributions added 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 2,221
Balance of prefunding at beginning of current year 2017-12-31 165,854
Total employer contributions 2017-12-31 0
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 0
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 2017-12-31 375,674
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: WELBY, BRADY & GREENBLATT, LLP CASH BALANCE PENSION TRUST 2016 401k membership
Market value of plan assets 2016-12-31 5,020,216
Acturial value of plan assets 2016-12-31 5,020,216
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 20,950
Active participant vested funding target 2016-12-31 3,996,093
Number of active participants 2016-12-31 15
Total funding liabilities for active participants 2016-12-31 3,996,093
Total participant count 2016-12-31 18
Total funding target for all participants 2016-12-31 4,017,043
Balance at beginning of prior year after applicable adjustments 2016-12-31 2,039
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 152,273
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 2,039
Amount remaining of prefunding balance 2016-12-31 152,273
Present value of excess contributions 2016-12-31 383,182
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 383,182
Balance of carryovers at beginning of current year 2016-12-31 2,060
Balance of prefunding at beginning of current year 2016-12-31 153,811
Total employer contributions 2016-12-31 386,211
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 384,091
Unpaid minimum required contributions for all 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 2016-12-31 365,512
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 384,091
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
2018: WELBY, BRADY & GREENBLATT, LLP CASH BALANCE PENSION TRUST 2018 401k membership
Market value of plan assets	2018-12-31	6,331,598
Acturial value of plan assets	2018-12-31	6,331,598
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	4
Fundng target for terminated vested participants	2018-12-31	32,469
Active participant vested funding target	2018-12-31	5,221,339
Number of active participants	2018-12-31	15
Total funding liabilities for active participants	2018-12-31	5,221,339
Total participant count	2018-12-31	19
Total funding target for all participants	2018-12-31	5,253,808
Balance at beginning of prior year after applicable adjustments	2018-12-31	2,221
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	165,854
Amount remaining of carryover balance	2018-12-31	2,221
Amount remaining of prefunding balance	2018-12-31	165,854
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	2,633
Balance of prefunding at beginning of current year	2018-12-31	196,653
Total employer contributions	2018-12-31	0
Total employee contributions	2018-12-31	0
Unpaid minimum required contributions for all 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	332,885
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: WELBY, BRADY & GREENBLATT, LLP CASH BALANCE PENSION TRUST 2017 401k membership
Market value of plan assets	2017-12-31	6,331,598
Acturial value of plan assets	2017-12-31	6,331,598
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	4
Fundng target for terminated vested participants	2017-12-31	22,914
Active participant vested funding target	2017-12-31	4,554,814
Number of active participants	2017-12-31	14
Total funding liabilities for active participants	2017-12-31	4,554,814
Total participant count	2017-12-31	18
Total funding target for all participants	2017-12-31	4,577,728
Balance at beginning of prior year after applicable adjustments	2017-12-31	2,060
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	153,811
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	2,060
Amount remaining of prefunding balance	2017-12-31	153,811
Present value of excess contributions	2017-12-31	384,091
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	384,091
Total available prior years excess cotributions added 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	2,221
Balance of prefunding at beginning of current year	2017-12-31	165,854
Total employer contributions	2017-12-31	0
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	0
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	375,674
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: WELBY, BRADY & GREENBLATT, LLP CASH BALANCE PENSION TRUST 2016 401k membership
Market value of plan assets	2016-12-31	5,020,216
Acturial value of plan assets	2016-12-31	5,020,216
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	20,950
Active participant vested funding target	2016-12-31	3,996,093
Number of active participants	2016-12-31	15
Total funding liabilities for active participants	2016-12-31	3,996,093
Total participant count	2016-12-31	18
Total funding target for all participants	2016-12-31	4,017,043
Balance at beginning of prior year after applicable adjustments	2016-12-31	2,039
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	152,273
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	2,039
Amount remaining of prefunding balance	2016-12-31	152,273
Present value of excess contributions	2016-12-31	383,182
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	383,182
Balance of carryovers at beginning of current year	2016-12-31	2,060
Balance of prefunding at beginning of current year	2016-12-31	153,811
Total employer contributions	2016-12-31	386,211
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	384,091
Unpaid minimum required contributions for all 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	365,512
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	384,091
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	WELBY, BRADY & GREENBLATT, LLP
Employer identification number (EIN):	133864481
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1995-11-24
Company Identification Number:	1976373
Legal Registered Office Address:	11 MARTINE AVENUE 15TH FLOOR WHITE PLAINS United States of America (USA) 106061934