401k Plan data: BLACKMON & BLACKMON PENSION PLAN plan

BLACKMON & BLACKMON PENSION PLAN 401k Plan overview

Plan Name	BLACKMON & BLACKMON PENSION PLAN
Plan identification number	003

BLACKMON & BLACKMON PENSION 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.

401k Sponsoring company profile

BLACKMON & BLACKMON has sponsored the creation of one or more 401k plans.

Company Name: BLACKMON & BLACKMON

Employer identification number (EIN): 640740661

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLACKMON & BLACKMON PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 BARBARA BLACKMON 2023-10-16
003 2021-01-01 BARBARA BLACKMON 2022-10-17
003 2021-01-01 BARBARA BLACKMON 2023-11-27
003 2020-01-01 BARBARA BLACKMON 2021-11-01
003 2019-01-01 BARBARA BLACKMON 2020-10-15
003 2018-01-01 BARBARA BLACKMON 2019-10-15
003 2017-01-01 BARBARA BLACKMON 2018-10-29
003 2016-01-01 BARBARA BLACKMON 2017-10-16
003 2015-01-01 BARBARA BLACKMON 2016-10-17
003 2014-01-01
003 2013-01-01
003 2012-01-01 BARBARA BLACKMON 2015-12-24 BARBARA BLACKMON 2015-12-24
003 2011-01-01 BARBARA BLACKMON 2012-09-27 BARBARA BLACKMON 2012-09-27
003 2009-01-01 BARBARA BLACKMON BARBARA BLACKMON 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	BARBARA BLACKMON	2023-10-16
003	2021-01-01	BARBARA BLACKMON	2022-10-17
003	2021-01-01	BARBARA BLACKMON	2023-11-27
003	2020-01-01	BARBARA BLACKMON	2021-11-01
003	2019-01-01	BARBARA BLACKMON	2020-10-15
003	2018-01-01	BARBARA BLACKMON	2019-10-15
003	2017-01-01	BARBARA BLACKMON	2018-10-29
003	2016-01-01	BARBARA BLACKMON	2017-10-16
003	2015-01-01	BARBARA BLACKMON	2016-10-17
003	2014-01-01
003	2013-01-01
003	2012-01-01	BARBARA BLACKMON	2015-12-24	BARBARA BLACKMON	2015-12-24
003	2011-01-01	BARBARA BLACKMON	2012-09-27	BARBARA BLACKMON	2012-09-27
003	2009-01-01	BARBARA BLACKMON		BARBARA BLACKMON	2010-10-15

Plan Statistics for BLACKMON & BLACKMON PENSION PLAN

401k plan membership statisitcs for BLACKMON & BLACKMON PENSION PLAN

Measure Date Value
2022: BLACKMON & BLACKMON PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,058,461
Acturial value of plan assets 2022-12-31 4,058,461
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 3,260,589
Number of terminated vested participants 2022-12-31 14
Fundng target for terminated vested participants 2022-12-31 809,375
Active participant vested funding target 2022-12-31 464,989
Number of active participants 2022-12-31 4
Total funding liabilities for active participants 2022-12-31 464,989
Total participant count 2022-12-31 21
Total funding target for all participants 2022-12-31 4,534,953
Balance at beginning of prior year after applicable adjustments 2022-12-31 449
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 449
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
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 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 248,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 179,777
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 2022-12-31 341,895
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 179,777
Remaining amount of unpaid minimum required contributions 2022-12-31 162,118
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 476,492
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 47,498
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 47,498
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 47,498
Unpaid minimum required contributions for all years 2022-12-31 209,616
2021: BLACKMON & BLACKMON PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 4,483,659
Acturial value of plan assets 2021-12-31 4,483,659
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 3,641,276
Number of terminated vested participants 2021-12-31 14
Fundng target for terminated vested participants 2021-12-31 662,024
Active participant vested funding target 2021-12-31 443,235
Number of active participants 2021-12-31 4
Total funding liabilities for active participants 2021-12-31 443,235
Total participant count 2021-12-31 21
Total funding target for all participants 2021-12-31 4,746,535
Balance at beginning of prior year after applicable adjustments 2021-12-31 443
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
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 2021-12-31 443
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 2021-12-31 449
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 314,400
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 248,158
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
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 563,865
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 248,158
Remaining amount of unpaid minimum required contributions 2021-12-31 315,707
Minimum required contributions for current year target normal cost 2021-12-31 0
Net shortfall amortization installment of oustanding balance 2021-12-31 263,350
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 26,662
Carryover balance elected to use to offset funding requirement 2021-12-31 474
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 26,188
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 26,188
Unpaid minimum required contributions for all years 2021-12-31 341,895
2020: BLACKMON & BLACKMON PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 4,225,034
Acturial value of plan assets 2020-12-31 4,225,034
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 3,715,333
Number of terminated vested participants 2020-12-31 14
Fundng target for terminated vested participants 2020-12-31 591,349
Active participant vested funding target 2020-12-31 417,757
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 417,757
Total participant count 2020-12-31 21
Total funding target for all participants 2020-12-31 4,724,439
Balance at beginning of prior year after applicable adjustments 2020-12-31 428
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
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 2020-12-31 428
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 2020-12-31 443
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 235,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 179,997
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 0
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 696,930
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 179,997
Remaining amount of unpaid minimum required contributions 2020-12-31 516,933
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 499,874
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 46,932
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 46,932
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 46,932
Unpaid minimum required contributions for all years 2020-12-31 563,865
2019: BLACKMON & BLACKMON PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 4,182,409
Acturial value of plan assets 2019-12-31 4,182,409
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 2,179,431
Number of terminated vested participants 2019-12-31 15
Fundng target for terminated vested participants 2019-12-31 552,218
Active participant vested funding target 2019-12-31 1,984,591
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 1,984,590
Total participant count 2019-12-31 22
Total funding target for all participants 2019-12-31 4,716,239
Balance at beginning of prior year after applicable adjustments 2019-12-31 434
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
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 2019-12-31 434
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 2019-12-31 428
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 688,196
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 532,239
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 0
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 912,789
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 532,239
Remaining amount of unpaid minimum required contributions 2019-12-31 380,550
Minimum required contributions for current year target normal cost 2019-12-31 0
Net shortfall amortization installment of oustanding balance 2019-12-31 534,282
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 316,380
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 2019-12-31 316,380
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 316,380
Unpaid minimum required contributions for all years 2019-12-31 696,930
2018: BLACKMON & BLACKMON PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 3,661,663
Acturial value of plan assets 2018-12-31 3,661,663
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 85,723
Number of terminated vested participants 2018-12-31 16
Fundng target for terminated vested participants 2018-12-31 525,205
Active participant vested funding target 2018-12-31 3,964,796
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 3,964,796
Total participant count 2018-12-31 23
Total funding target for all participants 2018-12-31 4,575,724
Balance at beginning of prior year after applicable adjustments 2018-12-31 427
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 2018-12-31 427
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 2018-12-31 434
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 632,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 501,985
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 0
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 1,106,295
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 501,985
Remaining amount of unpaid minimum required contributions 2018-12-31 604,310
Minimum required contributions for current year target normal cost 2018-12-31 0
Net shortfall amortization installment of oustanding balance 2018-12-31 914,519
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 308,478
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 2018-12-31 308,478
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 308,478
Unpaid minimum required contributions for all years 2018-12-31 912,788
2017: BLACKMON & BLACKMON PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 3,630,804
Acturial value of plan assets 2017-12-31 3,630,804
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 83,012
Number of terminated vested participants 2017-12-31 16
Fundng target for terminated vested participants 2017-12-31 458,003
Active participant vested funding target 2017-12-31 3,704,539
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 3,704,539
Total participant count 2017-12-31 23
Total funding target for all participants 2017-12-31 4,245,554
Balance at beginning of prior year after applicable adjustments 2017-12-31 450
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 2017-12-31 450
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 2017-12-31 427
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 302,907
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 227,128
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 0
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 916,151
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 227,128
Remaining amount of unpaid minimum required contributions 2017-12-31 689,023
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 615,203
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 417,272
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 2017-12-31 417,272
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 417,272
Unpaid minimum required contributions for all years 2017-12-31 1,106,295
2016: BLACKMON & BLACKMON PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,188,485
Acturial value of plan assets 2016-12-31 2,188,485
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 83,622
Number of terminated vested participants 2016-12-31 16
Fundng target for terminated vested participants 2016-12-31 477,330
Active participant vested funding target 2016-12-31 3,700,466
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 3,700,466
Total participant count 2016-12-31 23
Total funding target for all participants 2016-12-31 4,261,418
Balance at beginning of prior year after applicable adjustments 2016-12-31 442
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 2016-12-31 442
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 450
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 1,400,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 1,014,621
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
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 1,402,704
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 1,014,621
Remaining amount of unpaid minimum required contributions 2016-12-31 388,083
Minimum required contributions for current year target normal cost 2016-12-31 10,000
Net shortfall amortization installment of oustanding balance 2016-12-31 2,073,409
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 528,068
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 2016-12-31 528,068
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 528,068
Unpaid minimum required contributions for all years 2016-12-31 916,151
2009: BLACKMON & BLACKMON PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 18
Total of all active and inactive participants 2009-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: BLACKMON & BLACKMON PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,058,461
Acturial value of plan assets	2022-12-31	4,058,461
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	3,260,589
Number of terminated vested participants	2022-12-31	14
Fundng target for terminated vested participants	2022-12-31	809,375
Active participant vested funding target	2022-12-31	464,989
Number of active participants	2022-12-31	4
Total funding liabilities for active participants	2022-12-31	464,989
Total participant count	2022-12-31	21
Total funding target for all participants	2022-12-31	4,534,953
Balance at beginning of prior year after applicable adjustments	2022-12-31	449
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	449
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
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	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	248,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	179,777
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	341,895
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	179,777
Remaining amount of unpaid minimum required contributions	2022-12-31	162,118
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	476,492
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	47,498
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	47,498
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	47,498
Unpaid minimum required contributions for all years	2022-12-31	209,616
2021: BLACKMON & BLACKMON PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	4,483,659
Acturial value of plan assets	2021-12-31	4,483,659
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	3,641,276
Number of terminated vested participants	2021-12-31	14
Fundng target for terminated vested participants	2021-12-31	662,024
Active participant vested funding target	2021-12-31	443,235
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	443,235
Total participant count	2021-12-31	21
Total funding target for all participants	2021-12-31	4,746,535
Balance at beginning of prior year after applicable adjustments	2021-12-31	443
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
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	443
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	449
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	314,400
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	248,158
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
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	563,865
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	248,158
Remaining amount of unpaid minimum required contributions	2021-12-31	315,707
Minimum required contributions for current year target normal cost	2021-12-31	0
Net shortfall amortization installment of oustanding balance	2021-12-31	263,350
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	26,662
Carryover balance elected to use to offset funding requirement	2021-12-31	474
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	26,188
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	26,188
Unpaid minimum required contributions for all years	2021-12-31	341,895
2020: BLACKMON & BLACKMON PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	4,225,034
Acturial value of plan assets	2020-12-31	4,225,034
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	3,715,333
Number of terminated vested participants	2020-12-31	14
Fundng target for terminated vested participants	2020-12-31	591,349
Active participant vested funding target	2020-12-31	417,757
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	417,757
Total participant count	2020-12-31	21
Total funding target for all participants	2020-12-31	4,724,439
Balance at beginning of prior year after applicable adjustments	2020-12-31	428
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
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	428
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	443
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	235,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	179,997
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	0
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	696,930
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	179,997
Remaining amount of unpaid minimum required contributions	2020-12-31	516,933
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	499,874
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	46,932
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	46,932
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	46,932
Unpaid minimum required contributions for all years	2020-12-31	563,865
2019: BLACKMON & BLACKMON PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	4,182,409
Acturial value of plan assets	2019-12-31	4,182,409
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	2,179,431
Number of terminated vested participants	2019-12-31	15
Fundng target for terminated vested participants	2019-12-31	552,218
Active participant vested funding target	2019-12-31	1,984,591
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	1,984,590
Total participant count	2019-12-31	22
Total funding target for all participants	2019-12-31	4,716,239
Balance at beginning of prior year after applicable adjustments	2019-12-31	434
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
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	434
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	428
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	688,196
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	532,239
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	0
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	912,789
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	532,239
Remaining amount of unpaid minimum required contributions	2019-12-31	380,550
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	534,282
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	316,380
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	316,380
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	316,380
Unpaid minimum required contributions for all years	2019-12-31	696,930
2018: BLACKMON & BLACKMON PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,661,663
Acturial value of plan assets	2018-12-31	3,661,663
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	85,723
Number of terminated vested participants	2018-12-31	16
Fundng target for terminated vested participants	2018-12-31	525,205
Active participant vested funding target	2018-12-31	3,964,796
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	3,964,796
Total participant count	2018-12-31	23
Total funding target for all participants	2018-12-31	4,575,724
Balance at beginning of prior year after applicable adjustments	2018-12-31	427
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	427
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	434
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	632,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	501,985
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	0
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	1,106,295
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	501,985
Remaining amount of unpaid minimum required contributions	2018-12-31	604,310
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	914,519
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	308,478
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	308,478
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	308,478
Unpaid minimum required contributions for all years	2018-12-31	912,788
2017: BLACKMON & BLACKMON PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,630,804
Acturial value of plan assets	2017-12-31	3,630,804
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	83,012
Number of terminated vested participants	2017-12-31	16
Fundng target for terminated vested participants	2017-12-31	458,003
Active participant vested funding target	2017-12-31	3,704,539
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	3,704,539
Total participant count	2017-12-31	23
Total funding target for all participants	2017-12-31	4,245,554
Balance at beginning of prior year after applicable adjustments	2017-12-31	450
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	450
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	427
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	302,907
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	227,128
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	0
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	916,151
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	227,128
Remaining amount of unpaid minimum required contributions	2017-12-31	689,023
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	615,203
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	417,272
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	417,272
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	417,272
Unpaid minimum required contributions for all years	2017-12-31	1,106,295
2016: BLACKMON & BLACKMON PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,188,485
Acturial value of plan assets	2016-12-31	2,188,485
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	83,622
Number of terminated vested participants	2016-12-31	16
Fundng target for terminated vested participants	2016-12-31	477,330
Active participant vested funding target	2016-12-31	3,700,466
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	3,700,466
Total participant count	2016-12-31	23
Total funding target for all participants	2016-12-31	4,261,418
Balance at beginning of prior year after applicable adjustments	2016-12-31	442
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	442
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	450
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	1,400,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	1,014,621
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
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	1,402,704
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	1,014,621
Remaining amount of unpaid minimum required contributions	2016-12-31	388,083
Minimum required contributions for current year target normal cost	2016-12-31	10,000
Net shortfall amortization installment of oustanding balance	2016-12-31	2,073,409
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	528,068
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	528,068
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	528,068
Unpaid minimum required contributions for all years	2016-12-31	916,151
2009: BLACKMON & BLACKMON PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	18
Total of all active and inactive participants	2009-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BLACKMON & BLACKMON PENSION PLAN

Measure	Date	Value
2010 : BLACKMON & BLACKMON PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$704,589
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$2,759,356
Total plan assets at beginning of year	2010-12-31	$2,054,767
Other income received	2010-12-31	$704,589
Net income (gross income less expenses)	2010-12-31	$704,589
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,759,356
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,054,767

Form 5500 Responses for BLACKMON & BLACKMON PENSION PLAN

2009: BLACKMON & BLACKMON PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BLACKMON & BLACKMON
Employer identification number (EIN):	640740661
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers