ROBICHAUX, MIZE, WADSACK & RICHARDSON, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBICHAUX, MIZE, WADSACK & RICHARDSON, LLC CASH BALANCE PLAN
401k plan membership statisitcs for ROBICHAUX, MIZE, WADSACK & RICHARDSON, LLC CASH BALANCE PLAN
Measure | Date | Value |
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2017: ROBICHAUX, MIZE, WADSACK & RICHARDSON, LLC CASH BALANCE PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 2,692,494 |
Acturial value of plan assets | 2017-12-31 | 2,692,494 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 433,657 |
Number of terminated vested participants | 2017-12-31 | 0 |
Fundng target for terminated vested participants | 2017-12-31 | 0 |
Active participant vested funding target | 2017-12-31 | 1,366,827 |
Number of active participants | 2017-12-31 | 28 |
Total funding liabilities for active participants | 2017-12-31 | 1,366,827 |
Total participant count | 2017-12-31 | 29 |
Total funding target for all participants | 2017-12-31 | 1,800,484 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
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 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 20,457 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 20,457 |
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 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 0 |
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 | 0 |
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 | 0 |
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 | 0 |
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 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 29 |
Total of all active and inactive participants | 2017-01-01 | 29 |
Total participants | 2017-01-01 | 29 |
2016: ROBICHAUX, MIZE, WADSACK & RICHARDSON, LLC CASH BALANCE PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 1,313,880 |
Acturial value of plan assets | 2016-12-31 | 1,313,880 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 0 |
Fundng target for terminated vested participants | 2016-12-31 | 0 |
Active participant vested funding target | 2016-12-31 | 1,300,965 |
Number of active participants | 2016-12-31 | 28 |
Total funding liabilities for active participants | 2016-12-31 | 1,300,965 |
Total participant count | 2016-12-31 | 28 |
Total funding target for all participants | 2016-12-31 | 1,300,965 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
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 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 8,235 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 8,235 |
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 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 673,324 |
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 | 629,170 |
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 | 474,800 |
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 | 461,885 |
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 | 461,885 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 629,170 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 28 |
Total of all active and inactive participants | 2016-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 28 |
2015: ROBICHAUX, MIZE, WADSACK & RICHARDSON, LLC CASH BALANCE PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ROBICHAUX, MIZE, WADSACK & RICHARDSON, LLC CASH BALANCE PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Measure | Date | Value |
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2017 : ROBICHAUX, MIZE, WADSACK & RICHARDSON, LLC CASH BALANCE PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $23,284 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $2,100,468 |
Total plan assets at beginning of year | 2017-12-31 | $2,077,184 |
Value of fidelity bond covering the plan | 2017-12-31 | $320,000 |
Other income received | 2017-12-31 | $23,284 |
Net income (gross income less expenses) | 2017-12-31 | $23,284 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,100,468 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,077,184 |
2016 : ROBICHAUX, MIZE, WADSACK & RICHARDSON, LLC CASH BALANCE PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $777,745 |
Expenses. Total of all expenses incurred | 2016-12-31 | $20,618 |
Benefits paid (including direct rollovers) | 2016-12-31 | $20,618 |
Total plan assets at end of year | 2016-12-31 | $2,077,184 |
Total plan assets at beginning of year | 2016-12-31 | $1,320,057 |
Value of fidelity bond covering the plan | 2016-12-31 | $320,000 |
Other income received | 2016-12-31 | $104,421 |
Net income (gross income less expenses) | 2016-12-31 | $757,127 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,077,184 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,320,057 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $673,324 |
2015 : ROBICHAUX, MIZE, WADSACK & RICHARDSON, LLC CASH BALANCE PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $672,808 |
Expenses. Total of all expenses incurred | 2015-12-31 | $804 |
Total plan assets at end of year | 2015-12-31 | $1,320,057 |
Total plan assets at beginning of year | 2015-12-31 | $648,053 |
Value of fidelity bond covering the plan | 2015-12-31 | $320,000 |
Other income received | 2015-12-31 | $-3,382 |
Net income (gross income less expenses) | 2015-12-31 | $672,004 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,320,057 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $648,053 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $676,190 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $804 |
2014 : ROBICHAUX, MIZE, WADSACK & RICHARDSON, LLC CASH BALANCE PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $648,053 |
Total plan assets at end of year | 2014-12-31 | $648,053 |
Value of fidelity bond covering the plan | 2014-12-31 | $320,000 |
Net income (gross income less expenses) | 2014-12-31 | $648,053 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $648,053 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $648,053 |
2017: ROBICHAUX, MIZE, WADSACK & RICHARDSON, LLC CASH BALANCE PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ROBICHAUX, MIZE, WADSACK & RICHARDSON, LLC CASH BALANCE PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ROBICHAUX, MIZE, WADSACK & RICHARDSON, LLC CASH BALANCE PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ROBICHAUX, MIZE, WADSACK & RICHARDSON, LLC CASH BALANCE PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | First time form 5500 has been submitted | Yes |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |