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THE LAW OFFICES OF ROBERT A. OWEN DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameTHE LAW OFFICES OF ROBERT A. OWEN DEFINED BENEFIT PENSION PLAN
Plan identification number 001

THE LAW OFFICES OF ROBERT A. OWEN DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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.
  • Life insurance

401k Sponsoring company profile

LAW OFFICES OF ROBERT A. OWEN has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF ROBERT A. OWEN
Employer identification number (EIN):330784393
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW OFFICES OF ROBERT A. OWEN DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01ROBERT A. OWEN2016-10-10
0012014-01-01ROBERT A. OWEN2015-10-14
0012013-01-01ROBERT A. OWEN2014-10-15
0012012-01-01ROBERT A. OWEN
0012011-01-01ROBERT A. OWEN
0012010-01-01ROBERT A. OWEN2011-10-14

Plan Statistics for THE LAW OFFICES OF ROBERT A. OWEN DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for THE LAW OFFICES OF ROBERT A. OWEN DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: THE LAW OFFICES OF ROBERT A. OWEN DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31559,145
Acturial value of plan assets2017-12-31559,145
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 target2017-12-31611,799
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-31611,799
Total participant count2017-12-312
Total funding target for all participants2017-12-31611,799
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-314,629
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-314,629
Present value of excess contributions2017-12-316
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-316
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 elections2017-12-315,139
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-319
Total employer contributions2017-12-3114,000
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 date2017-12-3111,984
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 cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-3152,663
Total funding amount beforereflecting carryover/prefunding balances2017-12-3110,567
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3110,567
Contributions allocatedtoward minimum required contributions for current year2017-12-3111,984
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: THE LAW OFFICES OF ROBERT A. OWEN DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31533,918
Acturial value of plan assets2016-12-31533,918
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 target2016-12-31594,074
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-31594,074
Total participant count2016-12-312
Total funding target for all participants2016-12-31594,074
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-314,382
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-314,382
Present value of excess contributions2016-12-31282
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31282
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 year2016-12-314,629
Total employer contributions2016-12-3126,315
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 date2016-12-3124,409
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 cost2016-12-316,600
Net shortfall amortization installment of oustanding balance2016-12-3165,072
Total funding amount beforereflecting carryover/prefunding balances2016-12-3124,403
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3124,403
Contributions allocatedtoward minimum required contributions for current year2016-12-3124,409
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2012: THE LAW OFFICES OF ROBERT A. OWEN DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
2011: THE LAW OFFICES OF ROBERT A. OWEN DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013

Financial Data on THE LAW OFFICES OF ROBERT A. OWEN DEFINED BENEFIT PENSION PLAN

Measure Date Value
2012 : THE LAW OFFICES OF ROBERT A. OWEN DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$19,939
Expenses. Total of all expenses incurred2012-12-31$150
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$440,578
Total plan assets at beginning of year2012-12-31$420,789
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$150
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$19,939
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$19,789
Net plan assets at end of year (total assets less liabilities)2012-12-31$440,578
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$420,789
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE LAW OFFICES OF ROBERT A. OWEN DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$31,311
Expenses. Total of all expenses incurred2011-12-31$150
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$420,789
Total plan assets at beginning of year2011-12-31$389,628
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-38,689
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$31,161
Net plan assets at end of year (total assets less liabilities)2011-12-31$420,789
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$389,628
Total contributions received or receivable from employer(s)2011-12-31$70,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$150

Form 5500 Responses for THE LAW OFFICES OF ROBERT A. OWEN DEFINED BENEFIT PENSION PLAN

2012: THE LAW OFFICES OF ROBERT A. OWEN DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE LAW OFFICES OF ROBERT A. OWEN DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF51592920
Policy instance 1
Insurance contract or identification numberVF51592920
Number of Individuals Covered1
Total amount of commissions paid to insurance brokerUSD $623

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