401k Plan data: ALLEN MATKINS CASH BALANCE PENSION PLAN plan

ALLEN MATKINS CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	ALLEN MATKINS CASH BALANCE PENSION PLAN
Plan identification number	005

ALLEN MATKINS CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).

401k Sponsoring company profile

ALLEN MATKINS LECK GAMBLE MALLORY & NATSIS LLP has sponsored the creation of one or more 401k plans.

Company Name: ALLEN MATKINS LECK GAMBLE MALLORY & NATSIS LLP

Employer identification number (EIN): 953605309

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEN MATKINS CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2016-01-01 RALPH ALLEN
005 2015-01-01 RALPH ALLEN
005 2014-01-01 MIKE PALMER
005 2014-01-01 MIKE PALMER
005 2013-01-01 MIKE PALMER
005 2012-01-01 MICHAEL PALMER
005 2011-01-01 MICHAEL PALMER
005 2009-01-01 MICHAEL PALMER

Plan id#	Filing Submission Date	Name of Administrator
005	2016-01-01	RALPH ALLEN
005	2015-01-01	RALPH ALLEN
005	2014-01-01	MIKE PALMER
005	2014-01-01	MIKE PALMER
005	2013-01-01	MIKE PALMER
005	2012-01-01	MICHAEL PALMER
005	2011-01-01	MICHAEL PALMER
005	2009-01-01	MICHAEL PALMER

Plan Statistics for ALLEN MATKINS CASH BALANCE PENSION PLAN

401k plan membership statisitcs for ALLEN MATKINS CASH BALANCE PENSION PLAN

Measure Date Value
2016: ALLEN MATKINS CASH BALANCE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
2015: ALLEN MATKINS CASH BALANCE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 90
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 4
Total of all active and inactive participants 2015-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ALLEN MATKINS CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 94
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 8
Total of all active and inactive participants 2014-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ALLEN MATKINS CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 90
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 12
Total of all active and inactive participants 2013-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ALLEN MATKINS CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 97
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ALLEN MATKINS CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 99
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ALLEN MATKINS CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 96
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 5
Total of all active and inactive participants 2009-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: ALLEN MATKINS CASH BALANCE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
2015: ALLEN MATKINS CASH BALANCE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	90
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	4
Total of all active and inactive participants	2015-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ALLEN MATKINS CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	94
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	8
Total of all active and inactive participants	2014-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ALLEN MATKINS CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	90
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	12
Total of all active and inactive participants	2013-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ALLEN MATKINS CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	97
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ALLEN MATKINS CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	99
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ALLEN MATKINS CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	96
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	5
Total of all active and inactive participants	2009-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ALLEN MATKINS CASH BALANCE PENSION PLAN

Measure	Date	Value
2016 : ALLEN MATKINS CASH BALANCE PENSION PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,925,916
Expenses. Total of all expenses incurred	2016-12-31	$21,992,036
Benefits paid (including direct rollovers)	2016-12-31	$21,987,752
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$20,066,120
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Other income received	2016-12-31	$116,394
Net income (gross income less expenses)	2016-12-31	$-20,066,120
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$20,066,120
Total contributions received or receivable from employer(s)	2016-12-31	$1,809,522
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$4,284
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ALLEN MATKINS CASH BALANCE PENSION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-799,763
Expenses. Total of all expenses incurred	2015-12-31	$1,549,576
Benefits paid (including direct rollovers)	2015-12-31	$1,549,576
Total plan assets at end of year	2015-12-31	$20,066,120
Total plan assets at beginning of year	2015-12-31	$22,415,459
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Other income received	2015-12-31	$-839,763
Net income (gross income less expenses)	2015-12-31	$-2,349,339
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$20,066,120
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$22,415,459
Total contributions received or receivable from employer(s)	2015-12-31	$40,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ALLEN MATKINS CASH BALANCE PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$3,894,357
Expenses. Total of all expenses incurred	2014-12-31	$3,898,961
Benefits paid (including direct rollovers)	2014-12-31	$3,898,961
Total plan assets at end of year	2014-12-31	$22,415,459
Total plan assets at beginning of year	2014-12-31	$22,420,063
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Other income received	2014-12-31	$854,566
Net income (gross income less expenses)	2014-12-31	$-4,604
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$22,415,459
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$22,420,063
Total contributions received or receivable from employer(s)	2014-12-31	$3,039,791
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ALLEN MATKINS CASH BALANCE PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$3,556,930
Expenses. Total of all expenses incurred	2013-12-31	$1,019,366
Benefits paid (including direct rollovers)	2013-12-31	$1,019,366
Total plan assets at end of year	2013-12-31	$22,420,063
Total plan assets at beginning of year	2013-12-31	$19,882,499
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Other income received	2013-12-31	$605,066
Net income (gross income less expenses)	2013-12-31	$2,537,564
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$22,420,063
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$19,882,499
Total contributions received or receivable from employer(s)	2013-12-31	$2,951,864
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ALLEN MATKINS CASH BALANCE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$3,756,566
Expenses. Total of all expenses incurred	2012-12-31	$446,466
Benefits paid (including direct rollovers)	2012-12-31	$446,466
Total plan assets at end of year	2012-12-31	$19,882,499
Total plan assets at beginning of year	2012-12-31	$16,572,399
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Other income received	2012-12-31	$1,665,209
Net income (gross income less expenses)	2012-12-31	$3,310,100
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$19,882,499
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$16,572,399
Total contributions received or receivable from employer(s)	2012-12-31	$2,091,357
2011 : ALLEN MATKINS CASH BALANCE PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$2,872,291
Expenses. Total of all expenses incurred	2011-12-31	$287,712
Benefits paid (including direct rollovers)	2011-12-31	$287,712
Total plan assets at end of year	2011-12-31	$16,572,399
Total plan assets at beginning of year	2011-12-31	$13,987,820
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Other income received	2011-12-31	$217,992
Net income (gross income less expenses)	2011-12-31	$2,584,579
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$16,572,399
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$13,987,820
Total contributions received or receivable from employer(s)	2011-12-31	$2,654,299
2010 : ALLEN MATKINS CASH BALANCE PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$2,857,012
Expenses. Total of all expenses incurred	2010-12-31	$58,351
Benefits paid (including direct rollovers)	2010-12-31	$58,351
Total plan assets at end of year	2010-12-31	$13,987,820
Total plan assets at beginning of year	2010-12-31	$11,189,159
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Other income received	2010-12-31	$1,117,994
Net income (gross income less expenses)	2010-12-31	$2,798,661
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$13,987,820
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$11,189,159
Total contributions received or receivable from employer(s)	2010-12-31	$1,739,018
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ALLEN MATKINS 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 ALLEN MATKINS CASH BALANCE PENSION PLAN

2016: ALLEN MATKINS CASH BALANCE PENSION PLAN 2016 form 5500 responses
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	Yes
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: ALLEN MATKINS CASH BALANCE PENSION PLAN 2015 form 5500 responses
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: ALLEN MATKINS CASH BALANCE PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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
2013: ALLEN MATKINS CASH BALANCE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ALLEN MATKINS CASH BALANCE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ALLEN MATKINS CASH BALANCE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ALLEN MATKINS 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ALLEN MATKINS LECK GAMBLE MALLORY & NATSIS LLP
Employer identification number (EIN):	953605309
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers