Logo

CONNER & WINTERS PENSION PLAN 401k Plan overview

Plan NameCONNER & WINTERS PENSION PLAN
Plan identification number 003

CONNER & WINTERS PENSION PLAN Benefits

401k Plan TypeDefined 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).
  • 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).

401k Sponsoring company profile

CONNER & WINTERS, PLLC. has sponsored the creation of one or more 401k plans.

Company Name:CONNER & WINTERS, PLLC.
Employer identification number (EIN):710778082
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONNER & WINTERS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01ROBERT J. MELGAARD2020-10-13 SILVANO PARDUCCI2020-10-13
0032018-01-01HENRY G WILL2019-10-08 N ROBERT PARKER2019-10-08
0032017-01-01HENRY G WILL2018-10-10 N ROBERT PARKER2018-10-11
0032016-01-01HENRY G WILL2017-10-13 N ROBERT PARKER2017-10-13
0032015-01-01HENRY G WILL2016-10-13 N ROBERT PARKER2016-10-13
0032014-01-01HENRY G WILL2015-10-15 N ROBERT PARKER2015-10-15
0032013-01-01HENRY G WILL2014-10-13 N ROBERT PARKER2014-10-13
0032012-01-01HENRY G WILL2013-10-15 N ROBERT PARKER2013-10-15
0032011-01-01HENRY G WILL2012-10-12 N ROBERT PARKER2012-10-12
0032010-01-01HENRY G WILL2011-10-17 N ROBERT PARKER2011-10-17

Plan Statistics for CONNER & WINTERS PENSION PLAN

401k plan membership statisitcs for CONNER & WINTERS PENSION PLAN

Measure Date Value
2019: CONNER & WINTERS PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-315,331,991
Acturial value of plan assets2019-12-315,555,250
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3120
Fundng target for terminated vested participants2019-12-31333,355
Active participant vested funding target2019-12-313,373,805
Number of active participants2019-12-3192
Total funding liabilities for active participants2019-12-313,459,165
Total participant count2019-12-31112
Total funding target for all participants2019-12-313,792,520
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,733,682
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-311,733,682
Present value of excess contributions2019-12-318,781
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-319,233
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-319,233
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-311,712,749
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,201,908
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,151,927
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-311,151,927
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: CONNER & WINTERS PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-316,044,417
Acturial value of plan assets2018-12-316,020,883
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3123
Fundng target for terminated vested participants2018-12-31365,936
Active participant vested funding target2018-12-313,806,531
Number of active participants2018-12-3195
Total funding liabilities for active participants2018-12-313,921,265
Total participant count2018-12-31118
Total funding target for all participants2018-12-314,287,201
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,164,024
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-311,164,024
Present value of excess contributions2018-12-311,153,728
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,215,337
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31499,002
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-311,733,682
Total employer contributions2018-12-311,309,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,205,468
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,196,687
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,196,687
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-311,196,687
Contributions allocatedtoward minimum required contributions for current year2018-12-311,205,468
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: CONNER & WINTERS PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-315,106,862
Acturial value of plan assets2017-12-315,214,629
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3120
Fundng target for terminated vested participants2017-12-31316,938
Active participant vested funding target2017-12-313,279,710
Number of active participants2017-12-3193
Total funding liabilities for active participants2017-12-313,351,499
Total participant count2017-12-31113
Total funding target for all participants2017-12-313,668,437
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31460,235
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31460,235
Present value of excess contributions2017-12-31642,322
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31677,970
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31677,970
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-311,164,024
Total employer contributions2017-12-311,500,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,377,924
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31606,364
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31224,196
Additional cash requirement2017-12-31224,196
Contributions allocatedtoward minimum required contributions for current year2017-12-311,377,924
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: CONNER & WINTERS PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-314,520,065
Acturial value of plan assets2016-12-314,729,773
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3120
Fundng target for terminated vested participants2016-12-31300,855
Active participant vested funding target2016-12-312,834,077
Number of active participants2016-12-3190
Total funding liabilities for active participants2016-12-312,881,894
Total participant count2016-12-31110
Total funding target for all participants2016-12-313,182,749
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31780,091
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-31310,846
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31469,245
Present value of excess contributions2016-12-31816,854
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31858,798
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31460,235
Total employer contributions2016-12-31700,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31642,322
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31796,425
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31642,322
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

Potentially related plans

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

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

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

See full terms and conditions

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