THE BRANCH LAW FIRM LEGAL GROUP DEFINED BENEFIT PLAN 401k Plan overview

THE BRANCH LAW FIRM LEGAL GROUP DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	THE BRANCH LAW FIRM LEGAL GROUP
Employer identification number (EIN):	262001290
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01
002	2017-01-01
002	2016-01-01	MARGARET BRANCH	2018-02-14
002	2016-01-01
002	2015-01-01	ARLENE PORR	2016-10-11
002	2015-01-01
002	2015-01-01	MARGARET BRANCH	2018-02-14
002	2014-01-01
002	2014-01-01	MARGARET BRANCH	2015-10-12
002	2013-01-01	MARGARET BRANCH	2014-10-13
002	2013-01-01

Plan Statistics for THE BRANCH LAW FIRM LEGAL GROUP DEFINED BENEFIT PLAN

Measure	Date	Value
2016: THE BRANCH LAW FIRM LEGAL GROUP DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	853,926
Acturial value of plan assets	2016-12-31	853,926
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	605
Active participant vested funding target	2016-12-31	868,950
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	868,950
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	869,555
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	457,841
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	457,841
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	15,629
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	3,868
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	3,868
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	3,868
Unpaid minimum required contributions for all years	2016-12-31	461,709
2013: THE BRANCH LAW FIRM LEGAL GROUP DEFINED BENEFIT PLAN 2013 401k membership
Market value of plan assets	2013-12-31	0
Acturial value of plan assets	2013-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2013-12-31	0
Number of terminated vested participants	2013-12-31	6
Fundng target for terminated vested participants	2013-12-31	0
Number of active participants	2013-12-31	10

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