Logo

RUSSO & RUSSO, LTD. PENSION PLAN AND TRUST 401k Plan overview

Plan NameRUSSO & RUSSO, LTD. PENSION PLAN AND TRUST
Plan identification number 001

RUSSO & RUSSO, LTD. PENSION PLAN AND TRUST 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.

401k Sponsoring company profile

RUSSO & RUSSO, LTD. has sponsored the creation of one or more 401k plans.

Company Name:RUSSO & RUSSO, LTD.
Employer identification number (EIN):363005601
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about RUSSO & RUSSO, LTD.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1997-07-03
Company Identification Number: 985637
Legal Registered Office Address: 21380 LORAIN ROAD
-
FAIRVIEW PARK
United States of America (USA)
44126

More information about RUSSO & RUSSO, LTD.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RUSSO & RUSSO, LTD. PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-03-01ANTHONY RUSSO2023-11-16
0012021-03-01ANTHONY RUSSO2022-12-11
0012020-03-01ANTHONY RUSSO2021-12-15
0012019-03-01ANTHONY RUSSO2020-12-03
0012018-03-01ANTHONY RUSSO2019-10-19
0012017-03-01ANTHONY RUSSO2018-10-19
0012016-03-01ANTHONY RUSSO2017-12-05
0012015-03-01ANTHONY RUSSO2016-09-18
0012014-03-01ANTHONY RUSSO2015-12-12
0012013-03-01ANTHONY RUSSO2014-12-10
0012012-03-01ANTHONY RUSSO2013-12-04
0012011-03-01ANTHONY RUSSO2012-12-15
0012010-03-01ANTHONY RUSSO2011-12-10

Plan Statistics for RUSSO & RUSSO, LTD. PENSION PLAN AND TRUST

401k plan membership statisitcs for RUSSO & RUSSO, LTD. PENSION PLAN AND TRUST

Measure Date Value
2023: RUSSO & RUSSO, LTD. PENSION PLAN AND TRUST 2023 401k membership
Market value of plan assets2023-02-281,874,231
Acturial value of plan assets2023-02-281,874,231
Funding target for retired participants and beneficiaries receiving payment2023-02-280
Number of terminated vested participants2023-02-280
Fundng target for terminated vested participants2023-02-280
Active participant vested funding target2023-02-282,019,958
Number of active participants2023-02-281
Total funding liabilities for active participants2023-02-282,019,958
Total participant count2023-02-281
Total funding target for all participants2023-02-282,019,958
Balance at beginning of prior year after applicable adjustments2023-02-280
Prefunding balance at beginning of prior year after applicable adjustments2023-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2023-02-280
Prefunding balanced used to offset prior years funding requirement2023-02-280
Amount remaining of carryover balance2023-02-280
Amount remaining of prefunding balance2023-02-280
Present value of excess contributions2023-02-280
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-02-280
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-02-280
Reductions in caryover balances due to elections or deemed elections2023-02-280
Reductions in prefunding balances due to elections or deemed elections2023-02-280
Balance of carryovers at beginning of current year2023-02-280
Balance of prefunding at beginning of current year2023-02-280
Total employer contributions2023-02-2840,000
Total employee contributions2023-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2023-02-280
Contributions made to avoid restrictions adjusted to valuation date2023-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-02-2838,545
Unpaid minimum required contributions for all prior years2023-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-02-280
Remaining amount of unpaid minimum required contributions2023-02-280
Minimum required contributions for current year target normal cost2023-02-2823,240
Net shortfall amortization installment of oustanding balance2023-02-28145,727
Waiver amortization installment2023-02-280
Total funding amount beforereflecting carryover/prefunding balances2023-02-2836,707
Carryover balance elected to use to offset funding requirement2023-02-280
Prefunding balance elected to use to offset funding requirement2023-02-280
Additional cash requirement2023-02-2836,707
Contributions allocatedtoward minimum required contributions for current year2023-02-2838,545
Unpaid minimum required contributions for current year2023-02-280
Unpaid minimum required contributions for all years2023-02-280
2022: RUSSO & RUSSO, LTD. PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-02-282,032,743
Acturial value of plan assets2022-02-282,032,743
Funding target for retired participants and beneficiaries receiving payment2022-02-280
Number of terminated vested participants2022-02-280
Fundng target for terminated vested participants2022-02-280
Active participant vested funding target2022-02-281,870,064
Number of active participants2022-02-281
Total funding liabilities for active participants2022-02-281,870,064
Total participant count2022-02-281
Total funding target for all participants2022-02-281,870,064
Balance at beginning of prior year after applicable adjustments2022-02-280
Prefunding balance at beginning of prior year after applicable adjustments2022-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2022-02-280
Prefunding balanced used to offset prior years funding requirement2022-02-280
Amount remaining of carryover balance2022-02-280
Amount remaining of prefunding balance2022-02-280
Present value of excess contributions2022-02-280
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-02-280
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-02-280
Reductions in caryover balances due to elections or deemed elections2022-02-280
Reductions in prefunding balances due to elections or deemed elections2022-02-280
Balance of carryovers at beginning of current year2022-02-280
Balance of prefunding at beginning of current year2022-02-280
Total employer contributions2022-02-280
Total employee contributions2022-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2022-02-280
Contributions made to avoid restrictions adjusted to valuation date2022-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-02-280
Unpaid minimum required contributions for all prior years2022-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-02-280
Remaining amount of unpaid minimum required contributions2022-02-280
Minimum required contributions for current year target normal cost2022-02-28137,257
Net shortfall amortization installment of oustanding balance2022-02-280
Waiver amortization installment2022-02-280
Total funding amount beforereflecting carryover/prefunding balances2022-02-280
Carryover balance elected to use to offset funding requirement2022-02-280
Prefunding balance elected to use to offset funding requirement2022-02-280
Additional cash requirement2022-02-280
Contributions allocatedtoward minimum required contributions for current year2022-02-280
Unpaid minimum required contributions for current year2022-02-280
Unpaid minimum required contributions for all years2022-02-280
2021: RUSSO & RUSSO, LTD. PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets2021-02-281,970,365
Acturial value of plan assets2021-02-281,970,365
Funding target for retired participants and beneficiaries receiving payment2021-02-280
Number of terminated vested participants2021-02-280
Fundng target for terminated vested participants2021-02-280
Active participant vested funding target2021-02-281,616,709
Number of active participants2021-02-282
Total funding liabilities for active participants2021-02-281,616,709
Total participant count2021-02-282
Total funding target for all participants2021-02-281,616,709
Balance at beginning of prior year after applicable adjustments2021-02-280
Prefunding balance at beginning of prior year after applicable adjustments2021-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2021-02-280
Prefunding balanced used to offset prior years funding requirement2021-02-280
Amount remaining of carryover balance2021-02-280
Amount remaining of prefunding balance2021-02-280
Present value of excess contributions2021-02-28299
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-02-28299
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-02-280
Reductions in caryover balances due to elections or deemed elections2021-02-280
Reductions in prefunding balances due to elections or deemed elections2021-02-280
Balance of carryovers at beginning of current year2021-02-280
Balance of prefunding at beginning of current year2021-02-280
Total employer contributions2021-02-280
Total employee contributions2021-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2021-02-280
Contributions made to avoid restrictions adjusted to valuation date2021-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-02-280
Unpaid minimum required contributions for all prior years2021-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-02-280
Remaining amount of unpaid minimum required contributions2021-02-280
Minimum required contributions for current year target normal cost2021-02-280
Net shortfall amortization installment of oustanding balance2021-02-280
Waiver amortization installment2021-02-280
Total funding amount beforereflecting carryover/prefunding balances2021-02-280
Carryover balance elected to use to offset funding requirement2021-02-280
Prefunding balance elected to use to offset funding requirement2021-02-280
Additional cash requirement2021-02-280
Contributions allocatedtoward minimum required contributions for current year2021-02-280
Unpaid minimum required contributions for current year2021-02-280
Unpaid minimum required contributions for all years2021-02-280
2020: RUSSO & RUSSO, LTD. PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-02-291,510,234
Acturial value of plan assets2020-02-291,510,234
Funding target for retired participants and beneficiaries receiving payment2020-02-290
Number of terminated vested participants2020-02-290
Fundng target for terminated vested participants2020-02-290
Active participant vested funding target2020-02-291,553,005
Number of active participants2020-02-291
Total funding liabilities for active participants2020-02-291,553,005
Total participant count2020-02-291
Total funding target for all participants2020-02-291,553,005
Balance at beginning of prior year after applicable adjustments2020-02-290
Prefunding balance at beginning of prior year after applicable adjustments2020-02-290
Carryover balanced portion elected for use to offset prior years funding requirement2020-02-290
Prefunding balanced used to offset prior years funding requirement2020-02-290
Amount remaining of carryover balance2020-02-290
Amount remaining of prefunding balance2020-02-290
Present value of excess contributions2020-02-290
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-02-290
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-02-290
Reductions in caryover balances due to elections or deemed elections2020-02-290
Reductions in prefunding balances due to elections or deemed elections2020-02-290
Balance of carryovers at beginning of current year2020-02-290
Balance of prefunding at beginning of current year2020-02-290
Total employer contributions2020-02-297,500
Total employee contributions2020-02-290
Contributions allocated toward unpaid minimum require contributions from prior years2020-02-290
Contributions made to avoid restrictions adjusted to valuation date2020-02-290
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-02-297,249
Unpaid minimum required contributions for all prior years2020-02-290
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-02-290
Remaining amount of unpaid minimum required contributions2020-02-290
Minimum required contributions for current year target normal cost2020-02-290
Net shortfall amortization installment of oustanding balance2020-02-2942,771
Waiver amortization installment2020-02-290
Total funding amount beforereflecting carryover/prefunding balances2020-02-296,950
Additional cash requirement2020-02-296,950
Contributions allocatedtoward minimum required contributions for current year2020-02-297,249
Unpaid minimum required contributions for current year2020-02-290
Unpaid minimum required contributions for all years2020-02-290
2019: RUSSO & RUSSO, LTD. PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-02-281,468,847
Acturial value of plan assets2019-02-281,468,847
Funding target for retired participants and beneficiaries receiving payment2019-02-280
Number of terminated vested participants2019-02-280
Fundng target for terminated vested participants2019-02-280
Active participant vested funding target2019-02-281,381,914
Number of active participants2019-02-282
Total funding liabilities for active participants2019-02-281,381,914
Total participant count2019-02-282
Total funding target for all participants2019-02-281,381,914
Balance at beginning of prior year after applicable adjustments2019-02-280
Prefunding balance at beginning of prior year after applicable adjustments2019-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2019-02-280
Prefunding balanced used to offset prior years funding requirement2019-02-280
Amount remaining of carryover balance2019-02-280
Amount remaining of prefunding balance2019-02-280
Present value of excess contributions2019-02-287,501
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-02-287,501
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-02-280
Reductions in caryover balances due to elections or deemed elections2019-02-280
Reductions in prefunding balances due to elections or deemed elections2019-02-280
Balance of carryovers at beginning of current year2019-02-280
Balance of prefunding at beginning of current year2019-02-280
Total employer contributions2019-02-280
Total employee contributions2019-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2019-02-280
Contributions made to avoid restrictions adjusted to valuation date2019-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-02-280
Unpaid minimum required contributions for all prior years2019-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-02-280
Remaining amount of unpaid minimum required contributions2019-02-280
Minimum required contributions for current year target normal cost2019-02-2854,652
Net shortfall amortization installment of oustanding balance2019-02-280
Waiver amortization installment2019-02-280
Total funding amount beforereflecting carryover/prefunding balances2019-02-280
Carryover balance elected to use to offset funding requirement2019-02-280
Prefunding balance elected to use to offset funding requirement2019-02-280
Additional cash requirement2019-02-280
Contributions allocatedtoward minimum required contributions for current year2019-02-280
Unpaid minimum required contributions for current year2019-02-280
Unpaid minimum required contributions for all years2019-02-280
2018: RUSSO & RUSSO, LTD. PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-02-281,460,555
Acturial value of plan assets2018-02-281,460,555
Funding target for retired participants and beneficiaries receiving payment2018-02-280
Number of terminated vested participants2018-02-280
Fundng target for terminated vested participants2018-02-280
Active participant vested funding target2018-02-281,385,819
Number of active participants2018-02-282
Total funding liabilities for active participants2018-02-281,385,819
Total participant count2018-02-282
Total funding target for all participants2018-02-281,385,819
Balance at beginning of prior year after applicable adjustments2018-02-280
Prefunding balance at beginning of prior year after applicable adjustments2018-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2018-02-280
Prefunding balanced used to offset prior years funding requirement2018-02-280
Amount remaining of carryover balance2018-02-280
Amount remaining of prefunding balance2018-02-280
Present value of excess contributions2018-02-280
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-02-280
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-02-280
Reductions in caryover balances due to elections or deemed elections2018-02-280
Reductions in prefunding balances due to elections or deemed elections2018-02-280
Balance of carryovers at beginning of current year2018-02-280
Balance of prefunding at beginning of current year2018-02-280
Total employer contributions2018-02-287,500
Total employee contributions2018-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2018-02-280
Contributions made to avoid restrictions adjusted to valuation date2018-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-02-287,501
Unpaid minimum required contributions for all prior years2018-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-02-280
Remaining amount of unpaid minimum required contributions2018-02-280
Minimum required contributions for current year target normal cost2018-02-2867,536
Net shortfall amortization installment of oustanding balance2018-02-280
Waiver amortization installment2018-02-280
Total funding amount beforereflecting carryover/prefunding balances2018-02-280
Carryover balance elected to use to offset funding requirement2018-02-280
Prefunding balance elected to use to offset funding requirement2018-02-280
Additional cash requirement2018-02-280
Contributions allocatedtoward minimum required contributions for current year2018-02-287,501
Unpaid minimum required contributions for current year2018-02-280
Unpaid minimum required contributions for all years2018-02-280
2017: RUSSO & RUSSO, LTD. PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-02-281,807,591
Acturial value of plan assets2017-02-281,807,591
Funding target for retired participants and beneficiaries receiving payment2017-02-280
Number of terminated vested participants2017-02-280
Fundng target for terminated vested participants2017-02-280
Active participant vested funding target2017-02-281,690,040
Number of active participants2017-02-282
Total funding liabilities for active participants2017-02-281,690,040
Total participant count2017-02-282
Total funding target for all participants2017-02-281,690,040
Balance at beginning of prior year after applicable adjustments2017-02-280
Prefunding balance at beginning of prior year after applicable adjustments2017-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2017-02-280
Prefunding balanced used to offset prior years funding requirement2017-02-280
Amount remaining of carryover balance2017-02-280
Amount remaining of prefunding balance2017-02-280
Present value of excess contributions2017-02-2872,146
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-02-2872,146
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-02-280
Reductions in caryover balances due to elections or deemed elections2017-02-280
Reductions in prefunding balances due to elections or deemed elections2017-02-280
Balance of carryovers at beginning of current year2017-02-280
Balance of prefunding at beginning of current year2017-02-280
Total employer contributions2017-02-280
Total employee contributions2017-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2017-02-280
Contributions made to avoid restrictions adjusted to valuation date2017-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-02-280
Unpaid minimum required contributions for all prior years2017-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-02-280
Remaining amount of unpaid minimum required contributions2017-02-280
Minimum required contributions for current year target normal cost2017-02-28100,189
Net shortfall amortization installment of oustanding balance2017-02-280
Waiver amortization installment2017-02-280
Total funding amount beforereflecting carryover/prefunding balances2017-02-280
Carryover balance elected to use to offset funding requirement2017-02-280
Prefunding balance elected to use to offset funding requirement2017-02-280
Additional cash requirement2017-02-280
Contributions allocatedtoward minimum required contributions for current year2017-02-280
Unpaid minimum required contributions for current year2017-02-280
Unpaid minimum required contributions for all years2017-02-280

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1