401k Plan data: MATT & ALLEN, LLC RETIREMENT (CASH BALANCE) PLAN plan

MATT & ALLEN, LLC RETIREMENT (CASH BALANCE) PLAN 401k Plan overview

Plan Name	MATT & ALLEN, LLC RETIREMENT (CASH BALANCE) PLAN
Plan identification number	002

MATT & ALLEN, LLC RETIREMENT (CASH BALANCE) 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

MATT & ALLEN, LLC has sponsored the creation of one or more 401k plans.

Company Name: MATT & ALLEN, LLC

Employer identification number (EIN): 943457244

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATT & ALLEN, LLC RETIREMENT (CASH BALANCE) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 AARON J. ALLEN 2024-10-01
002 2022-01-01 AARON J. ALLEN 2023-09-24
002 2021-01-01 AARON J. ALLEN 2022-10-12
002 2020-01-01 AARON J. ALLEN 2021-10-12
002 2019-01-01 AARON J. ALLEN 2020-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	AARON J. ALLEN	2024-10-01
002	2022-01-01	AARON J. ALLEN	2023-09-24
002	2021-01-01	AARON J. ALLEN	2022-10-12
002	2020-01-01	AARON J. ALLEN	2021-10-12
002	2019-01-01	AARON J. ALLEN	2020-10-07

Plan Statistics for MATT & ALLEN, LLC RETIREMENT (CASH BALANCE) PLAN

401k plan membership statisitcs for MATT & ALLEN, LLC RETIREMENT (CASH BALANCE) PLAN

Measure Date Value
2022: MATT & ALLEN, LLC RETIREMENT (CASH BALANCE) PLAN 2022 401k membership
Market value of plan assets 2022-12-31 610,654
Acturial value of plan assets 2022-12-31 610,654
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 540,906
Number of active participants 2022-12-31 4
Total funding liabilities for active participants 2022-12-31 540,906
Total participant count 2022-12-31 4
Total funding target for all participants 2022-12-31 540,906
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 0
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 0
Present value of excess contributions 2022-12-31 122,852
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 122,852
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 9
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 9
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 2022-12-31 161,000
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 2022-12-31 155,764
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 2022-12-31 152,706
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 82,958
Additional cash requirement 2022-12-31 82,958
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 155,764
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: MATT & ALLEN, LLC RETIREMENT (CASH BALANCE) PLAN 2021 401k membership
Market value of plan assets 2021-12-31 470,716
Acturial value of plan assets 2021-12-31 470,716
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 351,155
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 351,155
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 351,155
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 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 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 80,831
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 80,831
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 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 181,000
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 2021-12-31 174,425
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 2021-12-31 171,136
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 51,573
Additional cash requirement 2021-12-31 51,573
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 174,425
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: MATT & ALLEN, LLC RETIREMENT (CASH BALANCE) PLAN 2020 401k membership
Market value of plan assets 2020-12-31 245,851
Acturial value of plan assets 2020-12-31 245,851
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 226,463
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 226,463
Total participant count 2020-12-31 3
Total funding target for all participants 2020-12-31 226,463
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 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 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 98,576
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 98,576
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 0
Total employer contributions 2020-12-31 176,000
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 2020-12-31 168,720
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 2020-12-31 107,277
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 87,889
Additional cash requirement 2020-12-31 87,889
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 168,720
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: MATT & ALLEN, LLC RETIREMENT (CASH BALANCE) PLAN 2019 401k membership
Market value of plan assets 2019-12-31 0
Acturial value of plan assets 2019-12-31 0
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 2019-12-31 111,790
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 111,790
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 111,790
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 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
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 0
Total employer contributions 2019-12-31 225,000
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 2019-12-31 224,231
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 2019-12-31 107,490
Net shortfall amortization installment of oustanding balance 2019-12-31 111,790
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 125,655
Additional cash requirement 2019-12-31 125,655
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 224,231
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0

Measure	Date	Value
2022: MATT & ALLEN, LLC RETIREMENT (CASH BALANCE) PLAN 2022 401k membership
Market value of plan assets	2022-12-31	610,654
Acturial value of plan assets	2022-12-31	610,654
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	540,906
Number of active participants	2022-12-31	4
Total funding liabilities for active participants	2022-12-31	540,906
Total participant count	2022-12-31	4
Total funding target for all participants	2022-12-31	540,906
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	0
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	0
Present value of excess contributions	2022-12-31	122,852
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	122,852
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	9
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	9
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	161,000
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	155,764
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	152,706
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	82,958
Additional cash requirement	2022-12-31	82,958
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	155,764
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: MATT & ALLEN, LLC RETIREMENT (CASH BALANCE) PLAN 2021 401k membership
Market value of plan assets	2021-12-31	470,716
Acturial value of plan assets	2021-12-31	470,716
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	351,155
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	351,155
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	351,155
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	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	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	80,831
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	80,831
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	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	181,000
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	174,425
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	171,136
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	51,573
Additional cash requirement	2021-12-31	51,573
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	174,425
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: MATT & ALLEN, LLC RETIREMENT (CASH BALANCE) PLAN 2020 401k membership
Market value of plan assets	2020-12-31	245,851
Acturial value of plan assets	2020-12-31	245,851
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	226,463
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	226,463
Total participant count	2020-12-31	3
Total funding target for all participants	2020-12-31	226,463
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	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	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	98,576
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	98,576
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	0
Total employer contributions	2020-12-31	176,000
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	168,720
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	107,277
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	87,889
Additional cash requirement	2020-12-31	87,889
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	168,720
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: MATT & ALLEN, LLC RETIREMENT (CASH BALANCE) PLAN 2019 401k membership
Market value of plan assets	2019-12-31	0
Acturial value of plan assets	2019-12-31	0
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	111,790
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	111,790
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	111,790
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	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
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	0
Total employer contributions	2019-12-31	225,000
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	224,231
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	107,490
Net shortfall amortization installment of oustanding balance	2019-12-31	111,790
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	125,655
Additional cash requirement	2019-12-31	125,655
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	224,231
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0

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Company Name:	MATT & ALLEN, LLC
Employer identification number (EIN):	943457244
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers