401k Plan data: HAUSMAN & SOSA, LLP DEFINED BENEFIT PENSION PLAN plan

HAUSMAN & SOSA, LLP DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	HAUSMAN & SOSA, LLP DEFINED BENEFIT PENSION PLAN
Plan identification number	001

HAUSMAN & SOSA, LLP DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
Plan covering Self-Employed individuals.
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.
Life insurance

401k Sponsoring company profile

HAUSMAN & SOSA, LLP has sponsored the creation of one or more 401k plans.

Company Name: HAUSMAN & SOSA, LLP

Employer identification number (EIN): 954238261

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAUSMAN & SOSA, LLP DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 JEFFREY HAUSMAN 2016-10-17
001 2014-01-01 JEFFREY HAUSMAN 2015-10-09
001 2013-01-01 JEFFREY HAUSMAN 2014-05-08
001 2012-01-01 JEFFREY HAUSMAN 2013-05-20
001 2011-01-01 JEFFREY HAUSMAN 2012-07-02

Plan Statistics for HAUSMAN & SOSA, LLP DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for HAUSMAN & SOSA, LLP DEFINED BENEFIT PENSION PLAN

Measure Date Value
2021: HAUSMAN & SOSA, LLP DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,971,721
Acturial value of plan assets 2021-12-31 3,971,721
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 4
Fundng target for terminated vested participants 2021-12-31 5,148
Active participant vested funding target 2021-12-31 3,024,548
Number of active participants 2021-12-31 5
Total funding liabilities for active participants 2021-12-31 3,024,548
Total participant count 2021-12-31 9
Total funding target for all participants 2021-12-31 3,029,696
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 308,898
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 2021-12-31 308,898
Present value of excess contributions 2021-12-31 149,903
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 149,903
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 2021-12-31 325,949
Total employer contributions 2021-12-31 149,282
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 2021-12-31 153,644
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 2021-12-31 381,454
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 153,644
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: HAUSMAN & SOSA, LLP DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,701,180
Acturial value of plan assets 2020-12-31 3,701,180
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 4
Fundng target for terminated vested participants 2020-12-31 4,697
Active participant vested funding target 2020-12-31 2,576,645
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 2,576,645
Total participant count 2020-12-31 9
Total funding target for all participants 2020-12-31 2,581,342
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 275,286
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 2020-12-31 275,286
Present value of excess contributions 2020-12-31 404,951
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 404,951
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 2020-12-31 308,898
Total employer contributions 2020-12-31 145,441
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 2020-12-31 149,903
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 2020-12-31 398,919
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 149,903
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: HAUSMAN & SOSA, LLP DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 3,197,182
Acturial value of plan assets 2019-12-31 3,197,182
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 4
Fundng target for terminated vested participants 2019-12-31 4,387
Active participant vested funding target 2019-12-31 2,162,040
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 2,162,040
Total participant count 2019-12-31 9
Total funding target for all participants 2019-12-31 2,166,427
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 265,874
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 2019-12-31 265,874
Present value of excess contributions 2019-12-31 405,275
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 405,275
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 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 2019-12-31 275,286
Total employer contributions 2019-12-31 408,379
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 2019-12-31 404,951
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 2019-12-31 391,623
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 404,951
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: HAUSMAN & SOSA, LLP DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,519,025
Acturial value of plan assets 2018-12-31 2,519,025
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 2,198
Active participant vested funding target 2018-12-31 1,945,308
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 1,945,705
Total participant count 2018-12-31 9
Total funding target for all participants 2018-12-31 1,947,903
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 263,659
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 2018-12-31 263,659
Present value of excess contributions 2018-12-31 348,935
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 348,935
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 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 2018-12-31 265,874
Total employer contributions 2018-12-31 406,334
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 2018-12-31 405,275
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 2018-12-31 186,416
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 405,275
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: HAUSMAN & SOSA, LLP DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,042,202
Acturial value of plan assets 2017-12-31 2,042,202
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 4
Fundng target for terminated vested participants 2017-12-31 1,927
Active participant vested funding target 2017-12-31 1,677,819
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 1,678,073
Total participant count 2017-12-31 9
Total funding target for all participants 2017-12-31 1,680,000
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 258,034
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 258,034
Present value of excess contributions 2017-12-31 182,463
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 182,463
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 263,659
Total employer contributions 2017-12-31 456,535
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 2017-12-31 451,454
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 2017-12-31 187,695
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 102,519
Additional cash requirement 2017-12-31 102,519
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 451,454
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: HAUSMAN & SOSA, LLP DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,673,870
Acturial value of plan assets 2016-12-31 1,673,870
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 1,564
Active participant vested funding target 2016-12-31 1,342,456
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 1,342,681
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 1,344,245
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 263,623
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 263,623
Present value of excess contributions 2016-12-31 136,564
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 136,564
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 258,034
Total employer contributions 2016-12-31 350,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 348,335
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 223,736
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 165,872
Additional cash requirement 2016-12-31 165,872
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 348,335
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2021: HAUSMAN & SOSA, LLP DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,971,721
Acturial value of plan assets	2021-12-31	3,971,721
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	5,148
Active participant vested funding target	2021-12-31	3,024,548
Number of active participants	2021-12-31	5
Total funding liabilities for active participants	2021-12-31	3,024,548
Total participant count	2021-12-31	9
Total funding target for all participants	2021-12-31	3,029,696
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	308,898
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	308,898
Present value of excess contributions	2021-12-31	149,903
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	149,903
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	325,949
Total employer contributions	2021-12-31	149,282
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	153,644
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	381,454
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	153,644
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: HAUSMAN & SOSA, LLP DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,701,180
Acturial value of plan assets	2020-12-31	3,701,180
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	4
Fundng target for terminated vested participants	2020-12-31	4,697
Active participant vested funding target	2020-12-31	2,576,645
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	2,576,645
Total participant count	2020-12-31	9
Total funding target for all participants	2020-12-31	2,581,342
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	275,286
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	275,286
Present value of excess contributions	2020-12-31	404,951
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	404,951
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	308,898
Total employer contributions	2020-12-31	145,441
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	149,903
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	398,919
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	149,903
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: HAUSMAN & SOSA, LLP DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,197,182
Acturial value of plan assets	2019-12-31	3,197,182
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	4
Fundng target for terminated vested participants	2019-12-31	4,387
Active participant vested funding target	2019-12-31	2,162,040
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	2,162,040
Total participant count	2019-12-31	9
Total funding target for all participants	2019-12-31	2,166,427
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	265,874
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	265,874
Present value of excess contributions	2019-12-31	405,275
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	405,275
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	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	275,286
Total employer contributions	2019-12-31	408,379
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	404,951
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	391,623
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	404,951
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: HAUSMAN & SOSA, LLP DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,519,025
Acturial value of plan assets	2018-12-31	2,519,025
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	2,198
Active participant vested funding target	2018-12-31	1,945,308
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	1,945,705
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	1,947,903
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	263,659
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	263,659
Present value of excess contributions	2018-12-31	348,935
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	348,935
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	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	265,874
Total employer contributions	2018-12-31	406,334
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	405,275
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	186,416
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	405,275
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: HAUSMAN & SOSA, LLP DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,042,202
Acturial value of plan assets	2017-12-31	2,042,202
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	4
Fundng target for terminated vested participants	2017-12-31	1,927
Active participant vested funding target	2017-12-31	1,677,819
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	1,678,073
Total participant count	2017-12-31	9
Total funding target for all participants	2017-12-31	1,680,000
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	258,034
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	258,034
Present value of excess contributions	2017-12-31	182,463
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	182,463
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	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	263,659
Total employer contributions	2017-12-31	456,535
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	451,454
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	187,695
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	102,519
Additional cash requirement	2017-12-31	102,519
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	451,454
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: HAUSMAN & SOSA, LLP DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,673,870
Acturial value of plan assets	2016-12-31	1,673,870
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	1,564
Active participant vested funding target	2016-12-31	1,342,456
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	1,342,681
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	1,344,245
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	263,623
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	263,623
Present value of excess contributions	2016-12-31	136,564
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	136,564
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	258,034
Total employer contributions	2016-12-31	350,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	348,335
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	223,736
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	165,872
Additional cash requirement	2016-12-31	165,872
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	348,335
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	HAUSMAN & SOSA, LLP
Employer identification number (EIN):	954238261
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	JEFFREY HAUSMAN	2016-10-17
001	2014-01-01	JEFFREY HAUSMAN	2015-10-09
001	2013-01-01	JEFFREY HAUSMAN	2014-05-08
001	2012-01-01	JEFFREY HAUSMAN	2013-05-20
001	2011-01-01	JEFFREY HAUSMAN	2012-07-02