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THE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC 401(K) PLAN 401k Plan overview

Plan NameTHE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC 401(K) PLAN
Plan identification number 001

THE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC 401(K) 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC has sponsored the creation of one or more 401k plans.

Company Name:THE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC
Employer identification number (EIN):043778756
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SUSAN HARGROVE2023-07-17
0012021-01-01SUSAN HARGROVE2022-06-24
0012020-01-01SUSAN HARGROVE2021-10-07
0012019-01-01PLAN SPONSOR2020-06-26
0012018-01-01PLAN SPONSOR2019-10-04
0012017-01-01PLAN SPONSOR2018-06-18
0012016-01-01PLAN SPONSOR2017-07-07
0012015-01-01PLAN SPONSOR2016-10-03
0012014-01-01EDWIN M. PLAZA2015-05-15
0012013-01-01MELISSA A. WICK2014-07-02
0012012-01-01MELISSA A. WICK2013-08-21
0012011-01-01MELISSA A. WICK
0012009-01-01MELISSA A. WICK
0012009-01-01MELISSA WICK
0012008-01-01MELISSA A. WICK

Plan Statistics for THE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC 401(K) PLAN

401k plan membership statisitcs for THE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC 401(K) PLAN

Measure Date Value
2011: THE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0118
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0119
Number of participants with account balances2011-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0122
Total number of active participants reported on line 7a of the Form 55002009-01-0117
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0120
Number of participants with account balances2009-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: THE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0121
Total number of active participants reported on line 7a of the Form 55002008-01-0119
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-013
Total of all active and inactive participants2008-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0122
Number of participants with account balances2008-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Financial Data on THE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC 401(K) PLAN

Measure Date Value
2011 : THE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$34,390
Expenses. Total of all expenses incurred2011-12-31$128,035
Benefits paid (including direct rollovers)2011-12-31$127,527
Total plan assets at end of year2011-12-31$1,402,034
Total plan assets at beginning of year2011-12-31$1,495,679
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$64,499
Other income received2011-12-31$-40,023
Net income (gross income less expenses)2011-12-31$-93,645
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,402,034
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,495,679
Assets. Value of participant loans2011-12-31$79,198
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$8,632
Total contributions received or receivable from employer(s)2011-12-31$9,914
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$508
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$249,412
Expenses. Total of all expenses incurred2010-12-31$625
Total plan assets at end of year2010-12-31$1,495,679
Total plan assets at beginning of year2010-12-31$1,246,892
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$62,776
Other income received2010-12-31$175,238
Net income (gross income less expenses)2010-12-31$248,787
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,495,679
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,246,892
Assets. Value of participant loans2010-12-31$102,068
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$6,524
Total contributions received or receivable from employer(s)2010-12-31$11,398
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$625
2009 : THE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : THE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC 401(K) PLAN 2008 401k financial data
Total income from all sources2008-12-31$-328,744
Expenses. Total of all expenses incurred2008-12-31$4,891
Benefits paid (including direct rollovers)2008-12-31$4,500
Total plan assets at end of year2008-12-31$914,385
Total plan assets at beginning of year2008-12-31$1,248,020
Value of fidelity bond covering the plan2008-12-31$150,000
Total contributions received or receivable from participants2008-12-31$87,613
Expenses. Other expenses not covered elsewhere2008-12-31$391
Other income received2008-12-31$-484,252
Net income (gross income less expenses)2008-12-31$-333,635
Net plan assets at end of year (total assets less liabilities)2008-12-31$914,385
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$1,248,020
Assets. Value of participant loans2008-12-31$9,463
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022008-12-31$1,565
Total contributions received or receivable from employer(s)2008-12-31$67,895

Form 5500 Responses for THE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC 401(K) PLAN

2011: THE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: THE LAW FIRM OF MICHLING HOFMANN PLAZA AND WICK PC 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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