NEELEY LAW FIRM PLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NEELEY LAW FIRM, PLC CASH BALANCE PLAN
Measure | Date | Value |
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2022: NEELEY LAW FIRM, PLC CASH BALANCE PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 183,641 |
Acturial value of plan assets | 2022-12-31 | 183,641 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 11 |
Fundng target for terminated vested participants | 2022-12-31 | 14,012 |
Active participant vested funding target | 2022-12-31 | 169,142 |
Number of active participants | 2022-12-31 | 9 |
Total funding liabilities for active participants | 2022-12-31 | 169,142 |
Total participant count | 2022-12-31 | 20 |
Total funding target for all participants | 2022-12-31 | 183,154 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 55,226 |
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 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 55,226 |
Present value of excess contributions | 2022-12-31 | 872 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 872 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 872 |
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 | 25,280 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 35,092 |
Total employer contributions | 2022-12-31 | 41,168 |
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 | 39,573 |
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 | 40,753 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 36,630 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 44,138 |
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 | 4,565 |
Additional cash requirement | 2022-12-31 | 39,573 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 39,573 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: NEELEY LAW FIRM, PLC CASH BALANCE PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 193,764 |
Acturial value of plan assets | 2021-12-31 | 193,764 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 8 |
Fundng target for terminated vested participants | 2021-12-31 | 5,586 |
Active participant vested funding target | 2021-12-31 | 120,251 |
Number of active participants | 2021-12-31 | 8 |
Total funding liabilities for active participants | 2021-12-31 | 120,251 |
Total participant count | 2021-12-31 | 16 |
Total funding target for all participants | 2021-12-31 | 125,837 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 33,872 |
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 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 33,872 |
Present value of excess contributions | 2021-12-31 | 16,365 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 16,365 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 16,365 |
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 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 55,226 |
Total employer contributions | 2021-12-31 | 30,037 |
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 | 28,854 |
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 | 37,375 |
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 | 27,982 |
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 | 27,982 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 28,854 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: NEELEY LAW FIRM, PLC CASH BALANCE PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 125,047 |
Acturial value of plan assets | 2020-12-31 | 125,047 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 6 |
Fundng target for terminated vested participants | 2020-12-31 | 3,277 |
Active participant vested funding target | 2020-12-31 | 82,855 |
Number of active participants | 2020-12-31 | 11 |
Total funding liabilities for active participants | 2020-12-31 | 82,855 |
Total participant count | 2020-12-31 | 17 |
Total funding target for all participants | 2020-12-31 | 86,132 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 15,803 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 15,803 |
Present value of excess contributions | 2020-12-31 | 15,106 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 15,106 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 15,106 |
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 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 33,872 |
Total employer contributions | 2020-12-31 | 55,391 |
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 | 54,927 |
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 | 41,620 |
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 | 38,562 |
Additional cash requirement | 2020-12-31 | 38,562 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 54,927 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: NEELEY LAW FIRM, PLC CASH BALANCE PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 58,084 |
Acturial value of plan assets | 2019-12-31 | 58,084 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 2 |
Fundng target for terminated vested participants | 2019-12-31 | 0 |
Active participant vested funding target | 2019-12-31 | 0 |
Number of active participants | 2019-12-31 | 13 |
Total funding liabilities for active participants | 2019-12-31 | 40,083 |
Total participant count | 2019-12-31 | 15 |
Total funding target for all participants | 2019-12-31 | 40,083 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
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 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 15,803 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 15,803 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 15,803 |
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 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 15,803 |
Total employer contributions | 2019-12-31 | 54,391 |
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 | 53,003 |
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 | 39,137 |
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 | 37,897 |
Additional cash requirement | 2019-12-31 | 37,897 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 53,003 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: NEELEY LAW FIRM, PLC CASH BALANCE PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 0 |
Acturial value of plan assets | 2018-12-31 | 0 |
Number of active participants | 2018-12-31 | 13 |
Total participant count | 2018-12-31 | 13 |
Total funding target for all participants | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 54,391 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 40,625 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 40,625 |
Additional cash requirement | 2018-12-31 | 40,625 |
Unpaid minimum required contributions for current year | 2018-12-31 | 40,625 |
Unpaid minimum required contributions for all years | 2018-12-31 | 40,625 |