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LAW OFFICE OF SHELDON J. WARREN, APC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLAW OFFICE OF SHELDON J. WARREN, APC 401(K) PROFIT SHARING PLAN
Plan identification number 002

LAW OFFICE OF SHELDON J. WARREN, APC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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

LAW OFFICE OF SHELDON J. WARREN, APC has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF SHELDON J. WARREN, APC
Employer identification number (EIN):020572018
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF SHELDON J. WARREN, APC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01SHELDON WARREN2024-05-14 SHELDON WARREN2024-05-14
0022022-01-01SHELDON WARREN2023-07-19 SHELDON WARREN2023-07-19
0022021-01-01SHELDON WARREN2022-09-27 SHELDON WARREN2022-09-27
0022021-01-01SHELDON WARREN2022-09-27 SHELDON WARREN2022-09-27
0022020-01-01SHELDON WARREN2021-09-15 SHELDON WARREN2021-09-15
0022019-01-01SHELDON WARREN2020-10-01 SHELDON WARREN2020-10-01
0022018-01-01SHELDON J. WARREN2019-08-28 SHELDON J. WARREN2019-08-28
0022017-01-01SHELDON WARREN2018-10-10 SHELDON WARREN2018-10-10
0022016-01-01SHELDON J. WARREN2017-08-02 SHELDON J. WARREN2017-08-02
0022015-01-01SHELDON J. WARREN2016-10-04 SHELDON J. WARREN2016-10-04
0022014-01-01SHELDON WARREN2015-07-14 SHELDON WARREN2015-07-14
0022013-01-01SHELDON WARREN2014-08-14 SHELDON WARREN2014-08-14

Plan Statistics for LAW OFFICE OF SHELDON J. WARREN, APC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LAW OFFICE OF SHELDON J. WARREN, APC 401(K) PROFIT SHARING PLAN

Measure Date Value
2024: LAW OFFICE OF SHELDON J. WARREN, APC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-142
Total number of particpants at end of year2024-05-140
Number of Participants With Account Balances2024-05-140
2022: LAW OFFICE OF SHELDON J. WARREN, APC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-272
Total number of particpants at end of year2022-09-272
Number of Participants With Account Balances2022-09-272

Financial Data on LAW OFFICE OF SHELDON J. WARREN, APC 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : LAW OFFICE OF SHELDON J. WARREN, APC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-05-140
Total expenses incurred by plan in this plan year2024-05-14289259
Net assets as of the end of the plan year2024-05-140
Total assets as of the beginning of the plan year2024-05-14275594
Value of plan covered by a fidelity bond2024-05-142500
Participant contributions to plan in this plan year2024-05-140
Other expenses paid from plan in this plan year2024-05-140
Other income to plan in this plan year2024-05-1413665
Plan net income in this plan year2024-05-14-275594
Net assets as of the end of the plan year2024-05-140
Net assets as of the beginning of the plan year2024-05-14275594
Employer contributions to plan in this plan year2024-05-140
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-1460
2022 : LAW OFFICE OF SHELDON J. WARREN, APC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-270
Net assets as of the end of the plan year2022-09-27290568
Total assets as of the beginning of the plan year2022-09-27265623
Value of plan covered by a fidelity bond2022-09-272500
Participant contributions to plan in this plan year2022-09-272600
Value of participant loans at end of plan year2022-09-270
Other expenses paid from plan in this plan year2022-09-270
Other income to plan in this plan year2022-09-2720265
Plan net income in this plan year2022-09-2724945
Net assets as of the end of the plan year2022-09-27290568
Net assets as of the beginning of the plan year2022-09-27265623
Employer contributions to plan in this plan year2022-09-272080
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-270

Potentially related plans

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