401k Plan data: HARDEE & HARDEE, LLP DEFINED BENEFIT PLAN plan

HARDEE & HARDEE, LLP DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	HARDEE & HARDEE, LLP DEFINED BENEFIT PLAN
Plan identification number	001

HARDEE & HARDEE, LLP DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Life insurance

401k Sponsoring company profile

HARDEE & HARDEE, LLP has sponsored the creation of one or more 401k plans.

Company Name: HARDEE & HARDEE, LLP

Employer identification number (EIN): 262834013

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARDEE & HARDEE, LLP DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 GARY WAYNE HARDEE 2018-10-02 GARY WAYNE HARDEE 2018-10-02
001 2016-01-01 GARY WAYNE HARDEE 2017-12-11
001 2015-01-01 GARY WAYNE HARDEE 2016-10-16
001 2014-01-01 GARY WAYNE HARDEE 2015-09-11
001 2014-01-01 GARY WAYNE HARDEE 2015-09-11
001 2013-01-01 REBECCA TORRES 2014-09-20
001 2012-01-01 REBECCA TORRES 2013-10-14
001 2011-01-01 CAMERON KELLY 2012-08-14
001 2010-01-01 CAMERON KELLY 2011-07-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01	GARY WAYNE HARDEE	2018-10-02	GARY WAYNE HARDEE	2018-10-02
001	2016-01-01	GARY WAYNE HARDEE	2017-12-11
001	2015-01-01	GARY WAYNE HARDEE	2016-10-16
001	2014-01-01	GARY WAYNE HARDEE	2015-09-11
001	2014-01-01	GARY WAYNE HARDEE	2015-09-11
001	2013-01-01	REBECCA TORRES	2014-09-20
001	2012-01-01	REBECCA TORRES	2013-10-14
001	2011-01-01	CAMERON KELLY	2012-08-14
001	2010-01-01	CAMERON KELLY	2011-07-08

Plan Statistics for HARDEE & HARDEE, LLP DEFINED BENEFIT PLAN

401k plan membership statisitcs for HARDEE & HARDEE, LLP DEFINED BENEFIT PLAN

Measure Date Value
2018: HARDEE & HARDEE, LLP DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 5,179,244
Acturial value of plan assets 2018-12-31 5,179,244
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 5
Fundng target for terminated vested participants 2018-12-31 130,008
Active participant vested funding target 2018-12-31 5,032,326
Number of active participants 2018-12-31 10
Total funding liabilities for active participants 2018-12-31 5,032,326
Total participant count 2018-12-31 15
Total funding target for all participants 2018-12-31 5,162,334
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 2018-12-31 341,334
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 341,334
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 771,994
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 2018-12-31 779,876
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 2018-12-31 269,276
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 2018-12-31 252,366
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 252,366
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 779,876
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: HARDEE & HARDEE, LLP DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 5,219,014
Acturial value of plan assets 2017-12-31 5,219,014
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 3
Fundng target for terminated vested participants 2017-12-31 39,639
Active participant vested funding target 2017-12-31 4,259,785
Number of active participants 2017-12-31 11
Total funding liabilities for active participants 2017-12-31 4,282,528
Total participant count 2017-12-31 14
Total funding target for all participants 2017-12-31 4,322,167
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
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 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 687,203
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 687,203
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 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 2017-12-31 350,470
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 2017-12-31 341,334
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 2017-12-31 326,756
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 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 341,334
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: HARDEE & HARDEE, LLP DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 3,970,240
Acturial value of plan assets 2016-12-31 3,970,240
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 5
Fundng target for terminated vested participants 2016-12-31 42,155
Active participant vested funding target 2016-12-31 3,637,846
Number of active participants 2016-12-31 11
Total funding liabilities for active participants 2016-12-31 3,664,823
Total participant count 2016-12-31 16
Total funding target for all participants 2016-12-31 3,706,978
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 2016-12-31 346,331
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 346,331
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 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 2016-12-31 716,205
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 2016-12-31 706,962
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 0
Minimum required contributions for current year target normal cost 2016-12-31 283,021
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 19,759
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 19,759
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 706,962
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: HARDEE & HARDEE, LLP DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	5,179,244
Acturial value of plan assets	2018-12-31	5,179,244
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	5
Fundng target for terminated vested participants	2018-12-31	130,008
Active participant vested funding target	2018-12-31	5,032,326
Number of active participants	2018-12-31	10
Total funding liabilities for active participants	2018-12-31	5,032,326
Total participant count	2018-12-31	15
Total funding target for all participants	2018-12-31	5,162,334
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	341,334
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	341,334
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	771,994
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	779,876
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	269,276
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	252,366
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	252,366
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	779,876
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: HARDEE & HARDEE, LLP DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	5,219,014
Acturial value of plan assets	2017-12-31	5,219,014
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	3
Fundng target for terminated vested participants	2017-12-31	39,639
Active participant vested funding target	2017-12-31	4,259,785
Number of active participants	2017-12-31	11
Total funding liabilities for active participants	2017-12-31	4,282,528
Total participant count	2017-12-31	14
Total funding target for all participants	2017-12-31	4,322,167
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
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	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	687,203
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	687,203
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	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	350,470
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	341,334
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	326,756
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	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	341,334
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: HARDEE & HARDEE, LLP DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	3,970,240
Acturial value of plan assets	2016-12-31	3,970,240
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	5
Fundng target for terminated vested participants	2016-12-31	42,155
Active participant vested funding target	2016-12-31	3,637,846
Number of active participants	2016-12-31	11
Total funding liabilities for active participants	2016-12-31	3,664,823
Total participant count	2016-12-31	16
Total funding target for all participants	2016-12-31	3,706,978
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	346,331
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	346,331
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	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	716,205
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	706,962
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	0
Minimum required contributions for current year target normal cost	2016-12-31	283,021
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	19,759
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	19,759
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	706,962
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

HARDEE & ASSOCIATES, LLC RETIREMENT SAVINGS PLAN [EIN = 571107449]

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Company Name:	HARDEE & HARDEE, LLP
Employer identification number (EIN):	262834013
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers