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LAW OFFICE OF LAWRENCE P. SCHAEFER, LLC 401(K) PLAN 401k Plan overview

Plan NameLAW OFFICE OF LAWRENCE P. SCHAEFER, LLC 401(K) PLAN
Plan identification number 001

LAW OFFICE OF LAWRENCE P. SCHAEFER, LLC 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.

401k Sponsoring company profile

LAW OFFICE OF LAWRENCE P. SCHAEFER, LLC has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF LAWRENCE P. SCHAEFER, LLC
Employer identification number (EIN):142002328
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF LAWRENCE P. SCHAEFER, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SUNSHINE ANDREWS2024-09-12
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01SUNSHINE ANDREWS2019-06-28 SUNSHINE ANDREWS2019-06-28
0012017-01-01SUNSHINE ANDREWS2018-06-20 SUNSHINE ANDREWS2018-06-20
0012016-01-01SUNSHINE ANDREWS2017-04-14 SUNSHINE ANDREWS2017-04-14
0012015-01-01SUNSHINE ANDREWS2016-06-21 SUNSHINE ANDREWS2016-06-21
0012014-01-01SUNSHINE ANDREWS2015-09-15 SUNSHINE ANDREWS2015-09-15
0012013-01-01LAWRENCE SCHAEFER2014-10-03
0012012-01-01LAWRENCE SCHAEFER2013-06-28 LAWRENCE SCHAEFER2013-06-28
0012011-01-01LAWRENCE SCHAEFER2013-06-28 LAWRENCE SCHAEFER2013-06-28
0012010-01-01LAWRENCE SCHAEFER2011-10-13 LAWRENCE SCHAEFER2011-10-13

Financial Data on LAW OFFICE OF LAWRENCE P. SCHAEFER, LLC 401(K) PLAN

Measure Date Value
2025 : LAW OFFICE OF LAWRENCE P. SCHAEFER, LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-160
Total liabilities as of the end of the plan year2025-06-160
Total liabilities as of the beginning of the plan year2025-06-160
Total expenses incurred by plan in this plan year2025-06-16982251
Net assets as of the end of the plan year2025-06-161583531
Total assets as of the beginning of the plan year2025-06-162062238
Value of plan covered by a fidelity bond2025-06-16190000
Participant contributions to plan in this plan year2025-06-16198421
Value of participant loans at end of plan year2025-06-1632932
Other expenses paid from plan in this plan year2025-06-160
Other contributions to plan in this plan year2025-06-1629315
Other income to plan in this plan year2025-06-16147499
Plan net income in this plan year2025-06-16-478707
Net assets as of the end of the plan year2025-06-161583531
Net assets as of the beginning of the plan year2025-06-162062238
Employer contributions to plan in this plan year2025-06-16128309
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1625065
2024 : LAW OFFICE OF LAWRENCE P. SCHAEFER, LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-12116162
Net assets as of the end of the plan year2024-09-122062238
Total assets as of the beginning of the plan year2024-09-121700889
Value of plan covered by a fidelity bond2024-09-12190000
Participant contributions to plan in this plan year2024-09-12147131
Value of participant loans at end of plan year2024-09-123070
Other contributions to plan in this plan year2024-09-1213759
Other income to plan in this plan year2024-09-12304066
Plan net income in this plan year2024-09-12361349
Net assets as of the end of the plan year2024-09-122062238
Net assets as of the beginning of the plan year2024-09-121700889
Employer contributions to plan in this plan year2024-09-1212555
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1210603

Potentially related plans

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