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POWERS & SANTOLA, LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePOWERS & SANTOLA, LLP 401(K) PROFIT SHARING PLAN
Plan identification number 001

POWERS & SANTOLA, LLP 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

POWERS & SANTOLA, LLP has sponsored the creation of one or more 401k plans.

Company Name:POWERS & SANTOLA, LLP
Employer identification number (EIN):141691936
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about POWERS & SANTOLA, LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1999-12-01
Company Identification Number: 2445110
Legal Registered Office Address: 100 GREAT OAKS BLVD. SUITE 123

ALBANY
United States of America (USA)
12203

More information about POWERS & SANTOLA, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POWERS & SANTOLA, LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AMBER WRIGHT2024-07-10
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01LAURA JORDAN2013-07-03 LAURA JORDAN2013-07-03
0012011-01-01LAURA JORDAN2013-07-03 LAURA JORDAN2013-07-03
0012010-01-01JOHN K POWERS2011-07-08 JOHN K POWERS2011-07-08

Plan Statistics for POWERS & SANTOLA, LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for POWERS & SANTOLA, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: POWERS & SANTOLA, LLP 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-2913
Total number of particpants at end of year2025-07-2912
Number of Participants With Account Balances2025-07-2912
2024: POWERS & SANTOLA, LLP 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-1017
Total number of particpants at end of year2024-07-1013
Number of Participants With Account Balances2024-07-1012
2022: POWERS & SANTOLA, LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-1816
Total number of particpants at end of year2022-05-1817
Number of Participants With Account Balances2022-05-1816

Financial Data on POWERS & SANTOLA, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : POWERS & SANTOLA, LLP 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-290
Total liabilities as of the beginning of the plan year2025-07-290
Total expenses incurred by plan in this plan year2025-07-2926130
Net assets as of the end of the plan year2025-07-292655592
Total assets as of the beginning of the plan year2025-07-292270615
Participant contributions to plan in this plan year2025-07-29131883
Value of participant loans at end of plan year2025-07-294943
Other income to plan in this plan year2025-07-29217924
Plan net income in this plan year2025-07-29384977
Net assets as of the end of the plan year2025-07-292655592
Net assets as of the beginning of the plan year2025-07-292270615
Employer contributions to plan in this plan year2025-07-2961300
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-29100
2024 : POWERS & SANTOLA, LLP 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-100
Total liabilities as of the beginning of the plan year2024-07-100
Total expenses incurred by plan in this plan year2024-07-10499844
Net assets as of the end of the plan year2024-07-102270615
Total assets as of the beginning of the plan year2024-07-102236498
Value of plan covered by a fidelity bond2024-07-10280000
Participant contributions to plan in this plan year2024-07-10124523
Value of participant loans at end of plan year2024-07-106684
Other contributions to plan in this plan year2024-07-100
Other income to plan in this plan year2024-07-10350471
Plan net income in this plan year2024-07-1034117
Net assets as of the end of the plan year2024-07-102270615
Net assets as of the beginning of the plan year2024-07-102236498
Employer contributions to plan in this plan year2024-07-1058967
Fees paid to broker by Benefit Provider2024-07-1065
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1017443
2022 : POWERS & SANTOLA, LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-180
Total liabilities as of the end of the plan year2022-05-180
Total liabilities as of the beginning of the plan year2022-05-180
Total expenses incurred by plan in this plan year2022-05-1874799
Net assets as of the end of the plan year2022-05-182792504
Total assets as of the beginning of the plan year2022-05-182474133
Value of plan covered by a fidelity bond2022-05-18248000
Participant contributions to plan in this plan year2022-05-1894587
Value of participant loans at end of plan year2022-05-188832
Other expenses paid from plan in this plan year2022-05-180
Other contributions to plan in this plan year2022-05-180
Other income to plan in this plan year2022-05-18260742
Plan net income in this plan year2022-05-18318371
Net assets as of the end of the plan year2022-05-182792504
Net assets as of the beginning of the plan year2022-05-182474133
Employer contributions to plan in this plan year2022-05-1837841
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1824799

Potentially related plans

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