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LAW OFFICE OF JUDA J. EPSTEIN 401(K) PLAN 401k Plan overview

Plan NameLAW OFFICE OF JUDA J. EPSTEIN 401(K) PLAN
Plan identification number 001

LAW OFFICE OF JUDA J. EPSTEIN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 JUDA J. EPSTEIN has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF JUDA J. EPSTEIN
Employer identification number (EIN):061423908
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF JUDA J. EPSTEIN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRENDA TELLO-PEREZ2024-09-12
0012022-01-01REUVEN EPSTEIN2023-06-27 REUVEN EPSTEIN2023-06-27
0012021-01-01JUDA J EPSTEIN2022-06-28 JUDA J EPSTEIN2022-06-28
0012020-01-01DAN VENTURA2021-06-16 DAN VENTURA2021-06-16
0012019-01-01DAN VENTURA2020-04-24 JUDA J. EPSTEIN2020-04-24
0012018-01-01JUDA J. EPSTEIN2019-06-06 JUDA J. EPSTEIN2019-06-06
0012017-01-01JUDA EPSTEIN2018-07-03
0012016-01-01DAN VENTURA2017-05-05 DAN VENTURA2017-05-05
0012013-01-01DAN VENTURA2014-04-28 DAN VENTURA2014-04-28
0012012-01-01DAN VENTURA2013-08-16
0012011-01-01JUDA J. EPSTEIN2012-08-28 JUDA J. EPSTEIN2012-08-28

Plan Statistics for LAW OFFICE OF JUDA J. EPSTEIN 401(K) PLAN

401k plan membership statisitcs for LAW OFFICE OF JUDA J. EPSTEIN 401(K) PLAN

Measure Date Value
2025: LAW OFFICE OF JUDA J. EPSTEIN 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0912
Total number of particpants at end of year2025-10-0912
Number of Participants With Account Balances2025-10-096
2024: LAW OFFICE OF JUDA J. EPSTEIN 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-1210
Total number of particpants at end of year2024-09-1212
Number of Participants With Account Balances2024-09-125
2022: LAW OFFICE OF JUDA J. EPSTEIN 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-2810
Total number of particpants at end of year2022-06-289
Number of Participants With Account Balances2022-06-287

Financial Data on LAW OFFICE OF JUDA J. EPSTEIN 401(K) PLAN

Measure Date Value
2025 : LAW OFFICE OF JUDA J. EPSTEIN 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-093446
Net assets as of the end of the plan year2025-10-09897628
Total assets as of the beginning of the plan year2025-10-09746987
Value of plan covered by a fidelity bond2025-10-0975000
Participant contributions to plan in this plan year2025-10-0960820
Other income to plan in this plan year2025-10-0980994
Plan net income in this plan year2025-10-09150641
Net assets as of the end of the plan year2025-10-09897628
Net assets as of the beginning of the plan year2025-10-09746987
Employer contributions to plan in this plan year2025-10-0912273
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-093446
2024 : LAW OFFICE OF JUDA J. EPSTEIN 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-125259
Net assets as of the end of the plan year2024-09-12746987
Total assets as of the beginning of the plan year2024-09-12637415
Value of plan covered by a fidelity bond2024-09-1264000
Participant contributions to plan in this plan year2024-09-1240754
Other income to plan in this plan year2024-09-1262163
Plan net income in this plan year2024-09-12109572
Net assets as of the end of the plan year2024-09-12746987
Net assets as of the beginning of the plan year2024-09-12637415
Employer contributions to plan in this plan year2024-09-1211914
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-121152
2022 : LAW OFFICE OF JUDA J. EPSTEIN 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-06-280
Total expenses incurred by plan in this plan year2022-06-28360079
Net assets as of the end of the plan year2022-06-28674140
Total assets as of the beginning of the plan year2022-06-28898408
Value of plan covered by a fidelity bond2022-06-2858700
Participant contributions to plan in this plan year2022-06-2860321
Other income to plan in this plan year2022-06-2838906
Plan net income in this plan year2022-06-28-224268
Net assets as of the end of the plan year2022-06-28674140
Net assets as of the beginning of the plan year2022-06-28898408
Employer contributions to plan in this plan year2022-06-2836584
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-282719

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