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MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN C 401k Plan overview

Plan NameMORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN C
Plan identification number 016

MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN C Benefits

401k Plan TypeDefined 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).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

MORGAN, LEWIS & BOCKIUS LLP has sponsored the creation of one or more 401k plans.

Company Name:MORGAN, LEWIS & BOCKIUS LLP
Employer identification number (EIN):230891050
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN C

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0162011-10-01CAROL ANN VERRATTI FRANCIS X. FEE2013-07-15
0162009-10-01CAROL ANN VERRATTI FRANCIS X. FEE2011-07-15
0162008-10-01

Plan Statistics for MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN C

401k plan membership statisitcs for MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN C

Measure Date Value
2011: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN C 2011 401k membership
Total participants, beginning-of-year2011-10-01707
Total number of active participants reported on line 7a of the Form 55002011-10-010
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0113
2009: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN C 2009 401k membership
Total participants, beginning-of-year2009-10-01682
Total number of active participants reported on line 7a of the Form 55002009-10-01589
Number of retired or separated participants receiving benefits2009-10-014
Number of other retired or separated participants entitled to future benefits2009-10-01103
Total of all active and inactive participants2009-10-01696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0113

Financial Data on MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN C

Measure Date Value
2012 : MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN C 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total transfer of assets from this plan2012-09-30$65,106,582
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$4,536,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$14,212,166
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$1,630,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$1,630,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$9,536,831
Value of total assets at end of year2012-09-30$4,536,831
Value of total assets at beginning of year2012-09-30$52,524,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$0
Total interest from all sources2012-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$4,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$4,536,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$12,581,715
Value of net assets at end of year (total assets less liabilities)2012-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$52,524,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in master investment trust accounts at end of year2012-09-30$0
Value of interest in master investment trust accounts at beginning of year2012-09-30$47,126,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$9,536,831
Employer contributions (assets) at end of year2012-09-30$4,536,831
Employer contributions (assets) at beginning of year2012-09-30$5,398,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$1,630,451
Did the plan have assets held for investment2012-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30GRANT THORNTON LLP
Accountancy firm EIN2012-09-30366055558
2011 : MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN C 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total transfer of assets from this plan2011-09-30$36,579
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$9,767,244
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$1,648,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$1,648,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$8,915,251
Value of total assets at end of year2011-09-30$52,524,867
Value of total assets at beginning of year2011-09-30$44,442,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$0
Total interest from all sources2011-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$4,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$8,119,067
Value of net assets at end of year (total assets less liabilities)2011-09-30$52,524,867
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$44,442,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in master investment trust accounts at end of year2011-09-30$47,126,617
Value of interest in master investment trust accounts at beginning of year2011-09-30$42,782,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$8,915,251
Employer contributions (assets) at end of year2011-09-30$5,398,250
Employer contributions (assets) at beginning of year2011-09-30$1,659,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$1,648,177
Did the plan have assets held for investment2011-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30GRANT THORNTON LLP
Accountancy firm EIN2011-09-30366055558
2010 : MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN C 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN C

2011: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN C 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingYes
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN C 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: MORGAN, LEWIS & BOCKIUS LLP CASH BALANCE PLAN C 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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