401k Plan data: ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST plan

ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan Name	ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number	002

ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST Benefits

401k Plan Type

Defined 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 covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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

ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER, LLP has sponsored the creation of one or more 401k plans.

Company Name: ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER, LLP

Employer identification number (EIN): 522312249

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01 LARRY BUTCHER PREPARER 2014-07-21
002 2012-01-01 LARRY BUTCHER PREPARER 2013-06-17
002 2011-01-01 LARRY BUTCHER PREPARER 2012-05-21
002 2010-01-01 BETH FOWLER 2011-09-28

Plan Statistics for ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST

401k plan membership statisitcs for ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2022: ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets 2022-12-31 9,150,494
Acturial value of plan assets 2022-12-31 9,150,494
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 61
Fundng target for terminated vested participants 2022-12-31 5,953,822
Active participant vested funding target 2022-12-31 0
Number of active participants 2022-12-31 0
Total funding liabilities for active participants 2022-12-31 0
Total participant count 2022-12-31 61
Total funding target for all participants 2022-12-31 5,953,822
Balance at beginning of prior year after applicable adjustments 2022-12-31 419,602
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 1,838,981
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 419,602
Amount remaining of prefunding balance 2022-12-31 1,838,981
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 467,772
Balance of prefunding at beginning of current year 2022-12-31 2,050,096
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 695,773
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets 2021-12-31 12,497,395
Acturial value of plan assets 2021-12-31 12,497,395
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 36
Fundng target for terminated vested participants 2021-12-31 2,224,614
Active participant vested funding target 2021-12-31 6,259,148
Number of active participants 2021-12-31 44
Total funding liabilities for active participants 2021-12-31 6,259,148
Total participant count 2021-12-31 80
Total funding target for all participants 2021-12-31 8,483,762
Balance at beginning of prior year after applicable adjustments 2021-12-31 367,556
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 1,610,880
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 367,556
Amount remaining of prefunding balance 2021-12-31 1,610,880
Present value of excess contributions 2021-12-31 950,240
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 950,240
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 419,602
Balance of prefunding at beginning of current year 2021-12-31 1,838,981
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 689,691
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-12-31 14,028,162
Acturial value of plan assets 2020-12-31 14,028,162
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 32
Fundng target for terminated vested participants 2020-12-31 168,111
Active participant vested funding target 2020-12-31 10,941,178
Number of active participants 2020-12-31 53
Total funding liabilities for active participants 2020-12-31 10,941,178
Total participant count 2020-12-31 85
Total funding target for all participants 2020-12-31 11,109,289
Balance at beginning of prior year after applicable adjustments 2020-12-31 314,715
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 1,379,296
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 314,715
Amount remaining of prefunding balance 2020-12-31 1,379,296
Present value of excess contributions 2020-12-31 177,327
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 177,327
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 367,556
Balance of prefunding at beginning of current year 2020-12-31 1,610,880
Total employer contributions 2020-12-31 996,287
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 986,385
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 874,693
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 36,145
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 36,145
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 986,385
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-12-31 11,870,185
Acturial value of plan assets 2019-12-31 11,870,185
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 23
Fundng target for terminated vested participants 2019-12-31 128,297
Active participant vested funding target 2019-12-31 9,848,635
Number of active participants 2019-12-31 58
Total funding liabilities for active participants 2019-12-31 9,848,635
Total participant count 2019-12-31 81
Total funding target for all participants 2019-12-31 9,976,932
Balance at beginning of prior year after applicable adjustments 2019-12-31 334,732
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 1,467,024
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 334,732
Amount remaining of prefunding balance 2019-12-31 1,467,024
Present value of excess contributions 2019-12-31 456,783
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 456,783
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 314,715
Balance of prefunding at beginning of current year 2019-12-31 1,379,296
Total employer contributions 2019-12-31 1,250,406
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 1,218,987
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 1,149,425
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 1,041,660
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 1,041,660
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 1,218,987
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-31 8,895,207
Acturial value of plan assets 2018-12-31 8,895,207
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 23
Fundng target for terminated vested participants 2018-12-31 97,104
Active participant vested funding target 2018-12-31 8,245,781
Number of active participants 2018-12-31 44
Total funding liabilities for active participants 2018-12-31 8,245,781
Total participant count 2018-12-31 67
Total funding target for all participants 2018-12-31 8,342,885
Balance at beginning of prior year after applicable adjustments 2018-12-31 297,513
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 1,303,905
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 2018-12-31 297,513
Amount remaining of prefunding balance 2018-12-31 1,303,905
Present value of excess contributions 2018-12-31 562,245
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 562,245
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 2018-12-31 334,732
Balance of prefunding at beginning of current year 2018-12-31 1,467,024
Total employer contributions 2018-12-31 1,585,000
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 1,551,232
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 1,094,449
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 1,094,449
Additional cash requirement 2018-12-31 1,094,449
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 1,551,232
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 8,270,186
Acturial value of plan assets 2017-12-31 8,270,186
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 24
Fundng target for terminated vested participants 2017-12-31 67,057
Active participant vested funding target 2017-12-31 7,212,748
Number of active participants 2017-12-31 41
Total funding liabilities for active participants 2017-12-31 7,212,748
Total participant count 2017-12-31 65
Total funding target for all participants 2017-12-31 7,279,805
Balance at beginning of prior year after applicable adjustments 2017-12-31 276,217
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 1,210,570
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 2017-12-31 276,217
Amount remaining of prefunding balance 2017-12-31 1,210,570
Present value of excess contributions 2017-12-31 311,520
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 311,520
Balance of carryovers at beginning of current year 2017-12-31 297,513
Balance of prefunding at beginning of current year 2017-12-31 1,303,905
Total employer contributions 2017-12-31 1,194,044
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 1,202,506
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 2017-12-31 640,261
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 2017-12-31 640,261
Additional cash requirement 2017-12-31 640,261
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 1,202,506
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 8,474,364
Acturial value of plan assets 2016-12-31 8,474,364
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 21
Fundng target for terminated vested participants 2016-12-31 50,555
Active participant vested funding target 2016-12-31 7,752,156
Number of active participants 2016-12-31 41
Total funding liabilities for active participants 2016-12-31 7,752,156
Total participant count 2016-12-31 62
Total funding target for all participants 2016-12-31 7,802,711
Balance at beginning of prior year after applicable adjustments 2016-12-31 282,749
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 1,239,195
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 2016-12-31 282,749
Amount remaining of prefunding balance 2016-12-31 1,239,195
Present value of excess contributions 2016-12-31 364,181
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 364,181
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 2016-12-31 276,217
Balance of prefunding at beginning of current year 2016-12-31 1,210,570
Total employer contributions 2016-12-31 1,106,174
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 1,128,946
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
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 2016-12-31 817,426
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 2016-12-31 817,426
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 2016-12-31 817,426
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 1,128,946
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
2022: ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets	2022-12-31	9,150,494
Acturial value of plan assets	2022-12-31	9,150,494
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	61
Fundng target for terminated vested participants	2022-12-31	5,953,822
Active participant vested funding target	2022-12-31	0
Number of active participants	2022-12-31	0
Total funding liabilities for active participants	2022-12-31	0
Total participant count	2022-12-31	61
Total funding target for all participants	2022-12-31	5,953,822
Balance at beginning of prior year after applicable adjustments	2022-12-31	419,602
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	1,838,981
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	419,602
Amount remaining of prefunding balance	2022-12-31	1,838,981
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	467,772
Balance of prefunding at beginning of current year	2022-12-31	2,050,096
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	695,773
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-12-31	12,497,395
Acturial value of plan assets	2021-12-31	12,497,395
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	36
Fundng target for terminated vested participants	2021-12-31	2,224,614
Active participant vested funding target	2021-12-31	6,259,148
Number of active participants	2021-12-31	44
Total funding liabilities for active participants	2021-12-31	6,259,148
Total participant count	2021-12-31	80
Total funding target for all participants	2021-12-31	8,483,762
Balance at beginning of prior year after applicable adjustments	2021-12-31	367,556
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	1,610,880
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	367,556
Amount remaining of prefunding balance	2021-12-31	1,610,880
Present value of excess contributions	2021-12-31	950,240
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	950,240
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	419,602
Balance of prefunding at beginning of current year	2021-12-31	1,838,981
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	689,691
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-12-31	14,028,162
Acturial value of plan assets	2020-12-31	14,028,162
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	32
Fundng target for terminated vested participants	2020-12-31	168,111
Active participant vested funding target	2020-12-31	10,941,178
Number of active participants	2020-12-31	53
Total funding liabilities for active participants	2020-12-31	10,941,178
Total participant count	2020-12-31	85
Total funding target for all participants	2020-12-31	11,109,289
Balance at beginning of prior year after applicable adjustments	2020-12-31	314,715
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	1,379,296
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	314,715
Amount remaining of prefunding balance	2020-12-31	1,379,296
Present value of excess contributions	2020-12-31	177,327
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	177,327
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	367,556
Balance of prefunding at beginning of current year	2020-12-31	1,610,880
Total employer contributions	2020-12-31	996,287
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	986,385
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	874,693
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	36,145
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	36,145
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	986,385
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-12-31	11,870,185
Acturial value of plan assets	2019-12-31	11,870,185
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	23
Fundng target for terminated vested participants	2019-12-31	128,297
Active participant vested funding target	2019-12-31	9,848,635
Number of active participants	2019-12-31	58
Total funding liabilities for active participants	2019-12-31	9,848,635
Total participant count	2019-12-31	81
Total funding target for all participants	2019-12-31	9,976,932
Balance at beginning of prior year after applicable adjustments	2019-12-31	334,732
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	1,467,024
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	334,732
Amount remaining of prefunding balance	2019-12-31	1,467,024
Present value of excess contributions	2019-12-31	456,783
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	456,783
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	314,715
Balance of prefunding at beginning of current year	2019-12-31	1,379,296
Total employer contributions	2019-12-31	1,250,406
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	1,218,987
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	1,149,425
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	1,041,660
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	1,041,660
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	1,218,987
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	8,895,207
Acturial value of plan assets	2018-12-31	8,895,207
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	23
Fundng target for terminated vested participants	2018-12-31	97,104
Active participant vested funding target	2018-12-31	8,245,781
Number of active participants	2018-12-31	44
Total funding liabilities for active participants	2018-12-31	8,245,781
Total participant count	2018-12-31	67
Total funding target for all participants	2018-12-31	8,342,885
Balance at beginning of prior year after applicable adjustments	2018-12-31	297,513
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	1,303,905
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	297,513
Amount remaining of prefunding balance	2018-12-31	1,303,905
Present value of excess contributions	2018-12-31	562,245
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	562,245
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	334,732
Balance of prefunding at beginning of current year	2018-12-31	1,467,024
Total employer contributions	2018-12-31	1,585,000
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	1,551,232
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	1,094,449
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	1,094,449
Additional cash requirement	2018-12-31	1,094,449
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	1,551,232
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	8,270,186
Acturial value of plan assets	2017-12-31	8,270,186
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	24
Fundng target for terminated vested participants	2017-12-31	67,057
Active participant vested funding target	2017-12-31	7,212,748
Number of active participants	2017-12-31	41
Total funding liabilities for active participants	2017-12-31	7,212,748
Total participant count	2017-12-31	65
Total funding target for all participants	2017-12-31	7,279,805
Balance at beginning of prior year after applicable adjustments	2017-12-31	276,217
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	1,210,570
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	276,217
Amount remaining of prefunding balance	2017-12-31	1,210,570
Present value of excess contributions	2017-12-31	311,520
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	311,520
Balance of carryovers at beginning of current year	2017-12-31	297,513
Balance of prefunding at beginning of current year	2017-12-31	1,303,905
Total employer contributions	2017-12-31	1,194,044
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	1,202,506
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	640,261
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	640,261
Additional cash requirement	2017-12-31	640,261
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	1,202,506
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER LLP DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	8,474,364
Acturial value of plan assets	2016-12-31	8,474,364
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	21
Fundng target for terminated vested participants	2016-12-31	50,555
Active participant vested funding target	2016-12-31	7,752,156
Number of active participants	2016-12-31	41
Total funding liabilities for active participants	2016-12-31	7,752,156
Total participant count	2016-12-31	62
Total funding target for all participants	2016-12-31	7,802,711
Balance at beginning of prior year after applicable adjustments	2016-12-31	282,749
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	1,239,195
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	282,749
Amount remaining of prefunding balance	2016-12-31	1,239,195
Present value of excess contributions	2016-12-31	364,181
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	364,181
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	276,217
Balance of prefunding at beginning of current year	2016-12-31	1,210,570
Total employer contributions	2016-12-31	1,106,174
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	1,128,946
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
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	817,426
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	817,426
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	817,426
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	1,128,946
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	ROBBINS, RUSSELL, ENGLERT, ORSECK, UNTEREINER & SAUBER, LLP
Employer identification number (EIN):	522312249
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01	LARRY BUTCHER PREPARER	2014-07-21
002	2012-01-01	LARRY BUTCHER PREPARER	2013-06-17
002	2011-01-01	LARRY BUTCHER PREPARER	2012-05-21
002	2010-01-01	BETH FOWLER	2011-09-28