| Plan Name | LAW OFFICE OF MICHAEL J. SHULTES 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | LAW OFFICE OF MICHAEL J. SHULTES, PLLC |
| Employer identification number (EIN): | 010821812 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
Additional information about LAW OFFICE OF MICHAEL J. SHULTES, PLLC
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2019-02-26 |
| Company Identification Number: | 5501730 |
| Legal Registered Office Address: |
523 WEST MAIN STREET Schoharie COBLESKILL United States of America (USA) 12043 |
More information about LAW OFFICE OF MICHAEL J. SHULTES, PLLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | MICHAEL SHULTES | 2024-09-19 | MICHAEL SHULTES | 2024-09-19 |
| 001 | 2022-01-01 | MICHAEL SHULTES | 2023-07-12 | MICHAEL SHULTES | 2023-07-12 |
| 001 | 2021-01-01 | MICHAEL SHULTES | 2022-07-27 | MICHAEL SHULTES | 2022-07-27 |
| 001 | 2020-01-01 | MICHAEL SHULTES | 2021-07-27 | MICHAEL SHULTES | 2021-07-27 |
| 001 | 2019-01-01 | MICHAEL SHULTES | 2020-07-22 | MICHAEL SHULTES | 2020-07-22 |
| Measure | Date | Value |
|---|---|---|
| 2025 : LAW OFFICE OF MICHAEL J. SHULTES 401(K) PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-07-01 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-01 | 9 |
| Net assets as of the end of the plan year | 2025-07-01 | 439300 |
| Total assets as of the beginning of the plan year | 2025-07-01 | 353086 |
| Value of plan covered by a fidelity bond | 2025-07-01 | 50000 |
| Participant contributions to plan in this plan year | 2025-07-01 | 28900 |
| Other income to plan in this plan year | 2025-07-01 | 46214 |
| Plan net income in this plan year | 2025-07-01 | 86214 |
| Net assets as of the end of the plan year | 2025-07-01 | 439300 |
| Net assets as of the beginning of the plan year | 2025-07-01 | 353086 |
| Employer contributions to plan in this plan year | 2025-07-01 | 11109 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-01 | 9 |
| 2024 : LAW OFFICE OF MICHAEL J. SHULTES 401(K) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-09-19 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-19 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-19 | 0 |
| Net assets as of the end of the plan year | 2024-09-19 | 353086 |
| Total assets as of the beginning of the plan year | 2024-09-19 | 272017 |
| Value of plan covered by a fidelity bond | 2024-09-19 | 27202 |
| Participant contributions to plan in this plan year | 2024-09-19 | 24071 |
| Other expenses paid from plan in this plan year | 2024-09-19 | 0 |
| Other contributions to plan in this plan year | 2024-09-19 | 0 |
| Other income to plan in this plan year | 2024-09-19 | 46427 |
| Plan net income in this plan year | 2024-09-19 | 81069 |
| Net assets as of the end of the plan year | 2024-09-19 | 353086 |
| Net assets as of the beginning of the plan year | 2024-09-19 | 272017 |
| Employer contributions to plan in this plan year | 2024-09-19 | 10571 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-19 | 0 |
| 2022 : LAW OFFICE OF MICHAEL J. SHULTES 401(K) PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-07-27 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-27 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-27 | 0 |
| Net assets as of the end of the plan year | 2022-07-27 | 298903 |
| Total assets as of the beginning of the plan year | 2022-07-27 | 229230 |
| Participant contributions to plan in this plan year | 2022-07-27 | 20905 |
| Other expenses paid from plan in this plan year | 2022-07-27 | 0 |
| Other income to plan in this plan year | 2022-07-27 | 38732 |
| Plan net income in this plan year | 2022-07-27 | 69673 |
| Net assets as of the end of the plan year | 2022-07-27 | 298903 |
| Net assets as of the beginning of the plan year | 2022-07-27 | 229230 |
| Employer contributions to plan in this plan year | 2022-07-27 | 10036 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-27 | 0 |