401k Plan data: THE IDELL FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN plan

THE IDELL FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	THE IDELL FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN
Plan identification number	003

THE IDELL FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

THE IDELL FIRM, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: THE IDELL FIRM, A PROFESSIONAL CORPORATION

Employer identification number (EIN): 943002817

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about THE IDELL FIRM, A PROFESSIONAL CORPORATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1986-05-02

Company Identification Number: C1191176

Legal Registered Office Address: 465 California St Ste 500

San Francisco
United States of America (USA)
94104

More information about THE IDELL FIRM, A PROFESSIONAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE IDELL FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01 RICHARD IDELL 2020-07-27
003 2018-01-01 RICHARD J. IDELL
003 2017-01-01 RICHARD J. IDELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2019-01-01	RICHARD IDELL	2020-07-27
003	2018-01-01	RICHARD J. IDELL
003	2017-01-01	RICHARD J. IDELL

Plan Statistics for THE IDELL FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for THE IDELL FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN

Measure Date Value
2019: THE IDELL FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 561,093
Acturial value of plan assets 2019-12-31 561,093
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 479,159
Number of active participants 2019-12-31 1
Total funding liabilities for active participants 2019-12-31 479,159
Total participant count 2019-12-31 1
Total funding target for all participants 2019-12-31 479,159
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 49,767
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 49,767
Present value of excess contributions 2019-12-31 203,365
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 203,365
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 203,365
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 250,878
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 419,630
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 2019-12-31 413,635
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 2019-12-31 239,580
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 157,646
Additional cash requirement 2019-12-31 157,646
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 413,635
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: THE IDELL FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 277,511
Acturial value of plan assets 2018-12-31 277,511
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 166
Active participant vested funding target 2018-12-31 49,368
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 246,839
Total participant count 2018-12-31 7
Total funding target for all participants 2018-12-31 247,005
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
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 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 49,767
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 49,767
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 49,767
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 0
Balance of prefunding at beginning of current year 2018-12-31 49,767
Total employer contributions 2018-12-31 457,970
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 453,770
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 250,405
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 250,405
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 2018-12-31 250,405
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 453,770
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE IDELL FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 0
Acturial value of plan assets 2017-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
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 0
Number of active participants 2017-12-31 7
Total funding liabilities for active participants 2017-12-31 0
Total participant count 2017-12-31 7
Total funding target for all participants 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 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
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 2017-12-31 287,902
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 2017-12-31 285,426
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 2017-12-31 235,666
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 2017-12-31 235,666
Additional cash requirement 2017-12-31 235,666
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 285,426
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 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2019: THE IDELL FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	561,093
Acturial value of plan assets	2019-12-31	561,093
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	479,159
Number of active participants	2019-12-31	1
Total funding liabilities for active participants	2019-12-31	479,159
Total participant count	2019-12-31	1
Total funding target for all participants	2019-12-31	479,159
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	49,767
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	49,767
Present value of excess contributions	2019-12-31	203,365
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	203,365
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	203,365
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	250,878
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	419,630
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	413,635
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	239,580
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	157,646
Additional cash requirement	2019-12-31	157,646
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	413,635
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE IDELL FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	277,511
Acturial value of plan assets	2018-12-31	277,511
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	166
Active participant vested funding target	2018-12-31	49,368
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	246,839
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	247,005
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
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	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	49,767
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	49,767
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	49,767
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	0
Balance of prefunding at beginning of current year	2018-12-31	49,767
Total employer contributions	2018-12-31	457,970
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	453,770
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	250,405
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	250,405
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	250,405
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	453,770
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE IDELL FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	0
Acturial value of plan assets	2017-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
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	0
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	0
Total participant count	2017-12-31	7
Total funding target for all participants	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	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
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	287,902
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	285,426
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	235,666
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	235,666
Additional cash requirement	2017-12-31	235,666
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	285,426
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	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on THE IDELL FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2018 : THE IDELL FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-10,391
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$277,511
Total plan assets at beginning of year	2018-12-31	$287,902
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-10,391
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-10,391
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$277,511
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$287,902
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : THE IDELL FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$287,902
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$287,902
Total plan assets at beginning of year	2017-12-31	$0
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$287,902
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$287,902
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$287,902
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0

Form 5500 Responses for THE IDELL FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN

2018: THE IDELL FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE IDELL FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	THE IDELL FIRM, A PROFESSIONAL CORPORATION
Employer identification number (EIN):	943002817
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1986-05-02
Company Identification Number:	C1191176
Legal Registered Office Address:	465 California St Ste 500 San Francisco United States of America (USA) 94104