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LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 401k Plan overview

Plan NameLEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN
Plan identification number 001

LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

LEGAL SERVICES FOR THE ELDERLY has sponsored the creation of one or more 401k plans.

Company Name:LEGAL SERVICES FOR THE ELDERLY
Employer identification number (EIN):010359131
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01JAYE L. MARTIN2023-07-12 JAYE L. MARTIN2023-07-12
0012020-10-01JAYE L MARTIN2022-07-13 JAYE L. MARTIN2022-07-13
0012019-10-01JAYE L. MARTIN2021-07-12 JAYE L. MARTIN2021-07-12
0012018-10-01JAYE L. MARTIN2020-07-15 JAYE L. MARTIN2020-07-15
0012017-10-01JAYE L. MARTIN2019-07-03 JAYE L. MARTIN2019-07-03
0012016-10-01JAYE L. MARTIN2018-07-06 JAYE L. MARTIN2018-07-06
0012015-10-01JAYE L. MARTIN JAYE L. MARTIN2017-04-27
0012014-10-01JAYE MARTIN JAYE MARTIN2016-07-08
0012013-10-01JAYE L. MARTIN JAYE L. MARTIN2015-07-02
0012012-10-01JAYE MARTIN JAYE MARTIN2014-04-23
0012011-10-01JAYE L MARTIN JAYE L. MARTIN2013-07-10
0012009-10-01JAYE MARTIN

Plan Statistics for LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN

401k plan membership statisitcs for LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN

Measure Date Value
2015: LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0136
Total number of active participants reported on line 7a of the Form 55002015-10-0120
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0114
Total of all active and inactive participants2015-10-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0134
Number of participants with account balances2015-10-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-011
2014: LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0136
Total number of active participants reported on line 7a of the Form 55002014-10-0123
Number of retired or separated participants receiving benefits2014-10-011
Number of other retired or separated participants entitled to future benefits2014-10-0110
Total of all active and inactive participants2014-10-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0134
Number of participants with account balances2014-10-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0134
Total number of active participants reported on line 7a of the Form 55002013-10-0122
Number of retired or separated participants receiving benefits2013-10-011
Number of other retired or separated participants entitled to future benefits2013-10-0111
Total of all active and inactive participants2013-10-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0134
Number of participants with account balances2013-10-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0132
Total number of active participants reported on line 7a of the Form 55002012-10-0124
Number of retired or separated participants receiving benefits2012-10-011
Number of other retired or separated participants entitled to future benefits2012-10-019
Total of all active and inactive participants2012-10-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0134
Number of participants with account balances2012-10-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0131
Total number of active participants reported on line 7a of the Form 55002011-10-0121
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0111
Total of all active and inactive participants2011-10-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0132
Number of participants with account balances2011-10-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0127
Total number of active participants reported on line 7a of the Form 55002009-10-0123
Number of retired or separated participants receiving benefits2009-10-011
Number of other retired or separated participants entitled to future benefits2009-10-016
Total of all active and inactive participants2009-10-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0130
Number of participants with account balances2009-10-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN

Measure Date Value
2016 : LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-09-30$187,765
Expenses. Total of all expenses incurred2016-09-30$74,566
Benefits paid (including direct rollovers)2016-09-30$74,042
Total plan assets at end of year2016-09-30$1,045,008
Total plan assets at beginning of year2016-09-30$931,809
Value of fidelity bond covering the plan2016-09-30$350,000
Total contributions received or receivable from participants2016-09-30$73,984
Expenses. Other expenses not covered elsewhere2016-09-30$524
Other income received2016-09-30$85,273
Net income (gross income less expenses)2016-09-30$113,199
Net plan assets at end of year (total assets less liabilities)2016-09-30$1,045,008
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$931,809
Total contributions received or receivable from employer(s)2016-09-30$28,508
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Funding deficiency by the employer to the plan for this plan year2016-09-30$0
Minimum employer required contribution for this plan year2016-09-30$0
Amount contributed by the employer to the plan for this plan year2016-09-30$0
2015 : LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-09-30$107,692
Expenses. Total of all expenses incurred2015-09-30$14,588
Benefits paid (including direct rollovers)2015-09-30$14,100
Total plan assets at end of year2015-09-30$931,809
Total plan assets at beginning of year2015-09-30$838,705
Total contributions received or receivable from participants2015-09-30$69,616
Expenses. Other expenses not covered elsewhere2015-09-30$488
Contributions received from other sources (not participants or employers)2015-09-30$5,354
Other income received2015-09-30$-14,034
Net income (gross income less expenses)2015-09-30$93,104
Net plan assets at end of year (total assets less liabilities)2015-09-30$931,809
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$838,705
Assets. Value of participant loans2015-09-30$2,559
Total contributions received or receivable from employer(s)2015-09-30$46,756
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Funding deficiency by the employer to the plan for this plan year2015-09-30$0
Minimum employer required contribution for this plan year2015-09-30$0
Amount contributed by the employer to the plan for this plan year2015-09-30$0
2014 : LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-09-30$147,274
Expenses. Total of all expenses incurred2014-09-30$6,131
Benefits paid (including direct rollovers)2014-09-30$5,788
Total plan assets at end of year2014-09-30$838,705
Total plan assets at beginning of year2014-09-30$697,562
Total contributions received or receivable from participants2014-09-30$62,709
Expenses. Other expenses not covered elsewhere2014-09-30$343
Contributions received from other sources (not participants or employers)2014-09-30$0
Other income received2014-09-30$58,803
Net income (gross income less expenses)2014-09-30$141,143
Net plan assets at end of year (total assets less liabilities)2014-09-30$838,705
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$697,562
Assets. Value of participant loans2014-09-30$4,613
Total contributions received or receivable from employer(s)2014-09-30$25,762
Value of certain deemed distributions of participant loans2014-09-30$0
Value of corrective distributions2014-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Funding deficiency by the employer to the plan for this plan year2014-09-30$0
Minimum employer required contribution for this plan year2014-09-30$0
Amount contributed by the employer to the plan for this plan year2014-09-30$0
2013 : LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-09-30$131,021
Expenses. Total of all expenses incurred2013-09-30$13,079
Benefits paid (including direct rollovers)2013-09-30$12,939
Total plan assets at end of year2013-09-30$697,562
Total plan assets at beginning of year2013-09-30$579,620
Value of fidelity bond covering the plan2013-09-30$350,000
Total contributions received or receivable from participants2013-09-30$49,501
Expenses. Other expenses not covered elsewhere2013-09-30$140
Contributions received from other sources (not participants or employers)2013-09-30$0
Other income received2013-09-30$58,461
Net income (gross income less expenses)2013-09-30$117,942
Net plan assets at end of year (total assets less liabilities)2013-09-30$697,562
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$579,620
Assets. Value of participant loans2013-09-30$6,658
Total contributions received or receivable from employer(s)2013-09-30$23,059
Value of certain deemed distributions of participant loans2013-09-30$0
Value of corrective distributions2013-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Funding deficiency by the employer to the plan for this plan year2013-09-30$0
Minimum employer required contribution for this plan year2013-09-30$0
Amount contributed by the employer to the plan for this plan year2013-09-30$0
2012 : LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-09-30$143,714
Expenses. Total of all expenses incurred2012-09-30$31,005
Benefits paid (including direct rollovers)2012-09-30$30,282
Total plan assets at end of year2012-09-30$579,620
Total plan assets at beginning of year2012-09-30$466,911
Value of fidelity bond covering the plan2012-09-30$50,000
Total contributions received or receivable from participants2012-09-30$54,661
Expenses. Other expenses not covered elsewhere2012-09-30$104
Contributions received from other sources (not participants or employers)2012-09-30$0
Other income received2012-09-30$72,201
Net income (gross income less expenses)2012-09-30$112,709
Net plan assets at end of year (total assets less liabilities)2012-09-30$579,620
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$466,911
Assets. Value of participant loans2012-09-30$8,417
Total contributions received or receivable from employer(s)2012-09-30$16,852
Value of certain deemed distributions of participant loans2012-09-30$619
Value of corrective distributions2012-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Funding deficiency by the employer to the plan for this plan year2012-09-30$0
Minimum employer required contribution for this plan year2012-09-30$0
Amount contributed by the employer to the plan for this plan year2012-09-30$0
2011 : LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-09-30$93,363
Expenses. Total of all expenses incurred2011-09-30$34,256
Benefits paid (including direct rollovers)2011-09-30$34,256
Total plan assets at end of year2011-09-30$466,911
Total plan assets at beginning of year2011-09-30$407,804
Total contributions received or receivable from participants2011-09-30$48,702
Expenses. Other expenses not covered elsewhere2011-09-30$0
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$3,920
Net income (gross income less expenses)2011-09-30$59,107
Net plan assets at end of year (total assets less liabilities)2011-09-30$466,911
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$407,804
Assets. Value of participant loans2011-09-30$10,824
Total contributions received or receivable from employer(s)2011-09-30$40,741
Value of certain deemed distributions of participant loans2011-09-30$0
Value of corrective distributions2011-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Funding deficiency by the employer to the plan for this plan year2011-09-30$0
Minimum employer required contribution for this plan year2011-09-30$0
Amount contributed by the employer to the plan for this plan year2011-09-30$0
2010 : LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0
Funding deficiency by the employer to the plan for this plan year2010-09-30$0
Minimum employer required contribution for this plan year2010-09-30$0
Amount contributed by the employer to the plan for this plan year2010-09-30$0

Form 5500 Responses for LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN

2015: LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: LEGAL SERVICES FOR THE ELDERLY PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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