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LAW OFFICE OF RICHARD A. LEFCHAK 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLAW OFFICE OF RICHARD A. LEFCHAK 401(K) PROFIT SHARING PLAN
Plan identification number 001

LAW OFFICE OF RICHARD A. LEFCHAK 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
  • 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.
  • 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.

401k Sponsoring company profile

LAW OFFICE OF RICHARD A. LEFCHAK has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF RICHARD A. LEFCHAK
Employer identification number (EIN):043588475
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF RICHARD A. LEFCHAK 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01

Financial Data on LAW OFFICE OF RICHARD A. LEFCHAK 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : LAW OFFICE OF RICHARD A. LEFCHAK 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-090
Total liabilities as of the end of the plan year2025-10-090
Total liabilities as of the beginning of the plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-0911142
Net assets as of the end of the plan year2025-10-091033447
Total assets as of the beginning of the plan year2025-10-09865801
Value of plan covered by a fidelity bond2025-10-0965000
Participant contributions to plan in this plan year2025-10-094800
Other expenses paid from plan in this plan year2025-10-090
Other contributions to plan in this plan year2025-10-090
Other income to plan in this plan year2025-10-09103895
Plan net income in this plan year2025-10-09167646
Net assets as of the end of the plan year2025-10-091033447
Net assets as of the beginning of the plan year2025-10-09865801
Employer contributions to plan in this plan year2025-10-0970093
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0911142
2024 : LAW OFFICE OF RICHARD A. LEFCHAK 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-2625867
Total liabilities as of the end of the plan year2024-07-260
Total liabilities as of the beginning of the plan year2024-07-260
Total expenses incurred by plan in this plan year2024-07-262754
Net assets as of the end of the plan year2024-07-26865801
Total assets as of the beginning of the plan year2024-07-26197956
Value of plan covered by a fidelity bond2024-07-2665000
Participant contributions to plan in this plan year2024-07-260
Other expenses paid from plan in this plan year2024-07-260
Other contributions to plan in this plan year2024-07-26590845
Other income to plan in this plan year2024-07-2624116
Plan net income in this plan year2024-07-26641978
Net assets as of the end of the plan year2024-07-26865801
Net assets as of the beginning of the plan year2024-07-26197956
Employer contributions to plan in this plan year2024-07-2629771
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-262754
2022 : LAW OFFICE OF RICHARD A. LEFCHAK 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-120
Total liabilities as of the end of the plan year2022-10-120
Total liabilities as of the beginning of the plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-121740
Net assets as of the end of the plan year2022-10-12165633
Total assets as of the beginning of the plan year2022-10-12146871
Value of plan covered by a fidelity bond2022-10-1265000
Participant contributions to plan in this plan year2022-10-120
Other expenses paid from plan in this plan year2022-10-120
Other contributions to plan in this plan year2022-10-120
Other income to plan in this plan year2022-10-1212502
Plan net income in this plan year2022-10-1218762
Net assets as of the end of the plan year2022-10-12165633
Net assets as of the beginning of the plan year2022-10-12146871
Employer contributions to plan in this plan year2022-10-128000
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-121740

Potentially related plans

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