401k Plan data: BERGER KAHN, A LAW CORPORATION CASH BALANCE PENSION PLAN plan

BERGER KAHN, A LAW CORPORATION CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	BERGER KAHN, A LAW CORPORATION CASH BALANCE PENSION PLAN
Plan identification number	002

BERGER KAHN, A LAW CORPORATION CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.

401k Sponsoring company profile

BERGER KAHN, A LAW CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: BERGER KAHN, A LAW CORPORATION

Employer identification number (EIN): 953135265

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERGER KAHN, A LAW CORPORATION CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01
002 2015-01-01
002 2014-01-01 CRAIG SIMON 2015-06-18
002 2013-01-01 CRAIG SIMON 2014-07-21
002 2012-01-01 CRAIG SIMON 2013-06-13
002 2011-01-01 CRAIG SIMON 2012-10-03
002 2010-01-01 CRAIG SIMON 2011-06-10
002 2009-01-01 CRAIG SIMON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2016-01-01
002	2015-01-01
002	2014-01-01	CRAIG SIMON	2015-06-18
002	2013-01-01	CRAIG SIMON	2014-07-21
002	2012-01-01	CRAIG SIMON	2013-06-13
002	2011-01-01	CRAIG SIMON	2012-10-03
002	2010-01-01	CRAIG SIMON	2011-06-10
002	2009-01-01	CRAIG SIMON

Plan Statistics for BERGER KAHN, A LAW CORPORATION CASH BALANCE PENSION PLAN

401k plan membership statisitcs for BERGER KAHN, A LAW CORPORATION CASH BALANCE PENSION PLAN

Measure Date Value
2016: BERGER KAHN, A LAW CORPORATION CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-10-31 4,792,198
Acturial value of plan assets 2016-10-31 4,792,198
Funding target for retired participants and beneficiaries receiving payment 2016-10-31 0
Number of terminated vested participants 2016-10-31 1
Fundng target for terminated vested participants 2016-10-31 26,686
Active participant vested funding target 2016-10-31 4,596,075
Number of active participants 2016-10-31 15
Total funding liabilities for active participants 2016-10-31 4,596,075
Total participant count 2016-10-31 16
Total funding target for all participants 2016-10-31 4,622,761
Balance at beginning of prior year after applicable adjustments 2016-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-10-31 236,054
Carryover balanced portion elected for use to offset prior years funding requirement 2016-10-31 0
Prefunding balanced used to offset prior years funding requirement 2016-10-31 0
Amount remaining of carryover balance 2016-10-31 0
Amount remaining of prefunding balance 2016-10-31 236,054
Present value of excess contributions 2016-10-31 138,326
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-10-31 145,353
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-10-31 0
Reductions in caryover balances due to elections or deemed elections 2016-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-10-31 0
Balance of carryovers at beginning of current year 2016-10-31 0
Balance of prefunding at beginning of current year 2016-10-31 235,960
Total employer contributions 2016-10-31 41,100
Total employee contributions 2016-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-10-31 39,616
Unpaid minimum required contributions for all prior years 2016-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-10-31 0
Remaining amount of unpaid minimum required contributions 2016-10-31 0
Minimum required contributions for current year target normal cost 2016-10-31 2,976
Net shortfall amortization installment of oustanding balance 2016-10-31 66,523
Waiver amortization installment 2016-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-10-31 7,556
Carryover balance elected to use to offset funding requirement 2016-10-31 0
Prefunding balance elected to use to offset funding requirement 2016-10-31 0
Additional cash requirement 2016-10-31 7,556
Contributions allocatedtoward minimum required contributions for current year 2016-10-31 39,616
Unpaid minimum required contributions for current year 2016-10-31 0
Unpaid minimum required contributions for all years 2016-10-31 0
2009: BERGER KAHN, A LAW CORPORATION CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 23
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 24
Total of all active and inactive participants 2009-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2016: BERGER KAHN, A LAW CORPORATION CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-10-31	4,792,198
Acturial value of plan assets	2016-10-31	4,792,198
Funding target for retired participants and beneficiaries receiving payment	2016-10-31	0
Number of terminated vested participants	2016-10-31	1
Fundng target for terminated vested participants	2016-10-31	26,686
Active participant vested funding target	2016-10-31	4,596,075
Number of active participants	2016-10-31	15
Total funding liabilities for active participants	2016-10-31	4,596,075
Total participant count	2016-10-31	16
Total funding target for all participants	2016-10-31	4,622,761
Balance at beginning of prior year after applicable adjustments	2016-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-10-31	236,054
Carryover balanced portion elected for use to offset prior years funding requirement	2016-10-31	0
Prefunding balanced used to offset prior years funding requirement	2016-10-31	0
Amount remaining of carryover balance	2016-10-31	0
Amount remaining of prefunding balance	2016-10-31	236,054
Present value of excess contributions	2016-10-31	138,326
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-10-31	145,353
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-10-31	0
Reductions in caryover balances due to elections or deemed elections	2016-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-10-31	0
Balance of carryovers at beginning of current year	2016-10-31	0
Balance of prefunding at beginning of current year	2016-10-31	235,960
Total employer contributions	2016-10-31	41,100
Total employee contributions	2016-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-10-31	39,616
Unpaid minimum required contributions for all prior years	2016-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-10-31	0
Remaining amount of unpaid minimum required contributions	2016-10-31	0
Minimum required contributions for current year target normal cost	2016-10-31	2,976
Net shortfall amortization installment of oustanding balance	2016-10-31	66,523
Waiver amortization installment	2016-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-10-31	7,556
Carryover balance elected to use to offset funding requirement	2016-10-31	0
Prefunding balance elected to use to offset funding requirement	2016-10-31	0
Additional cash requirement	2016-10-31	7,556
Contributions allocatedtoward minimum required contributions for current year	2016-10-31	39,616
Unpaid minimum required contributions for current year	2016-10-31	0
Unpaid minimum required contributions for all years	2016-10-31	0
2009: BERGER KAHN, A LAW CORPORATION CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	23
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	24
Total of all active and inactive participants	2009-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on BERGER KAHN, A LAW CORPORATION CASH BALANCE PENSION PLAN

Measure	Date	Value
2009 : BERGER KAHN, A LAW CORPORATION CASH BALANCE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BERGER KAHN, A LAW CORPORATION CASH BALANCE PENSION PLAN

2009: BERGER KAHN, A LAW CORPORATION CASH BALANCE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BERGER KAHN, A LAW CORPORATION
Employer identification number (EIN):	953135265
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers