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THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameTHE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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 OFFICE OF AMANDA E ESTABROOK P.A. has sponsored the creation of one or more 401k plans.

Company Name:THE LAW OFFICE OF AMANDA E ESTABROOK P.A.
Employer identification number (EIN):200202202
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-01-01AMANDA HEYSTEK
0012008-01-01AMANDA HEYSTEK AMANDA HEYSTEK2013-05-22
0012007-01-01AMANDA HEYSTEK AMANDA HEYSTEK2013-05-23
0012006-01-01AMANDA HEYSTEK AMANDA HEYSTEK2013-05-22
0012005-01-01AMANDA HEYSTEK AMANDA HEYSTEK2013-05-23

Plan Statistics for THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2009: THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-010
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-011
Total number of active participants reported on line 7a of the Form 55002008-01-011
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-011
Number of participants with account balances2008-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-012
Total number of active participants reported on line 7a of the Form 55002007-01-011
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-011
Number of participants with account balances2007-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-011
2006: THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST 2006 401k membership
Total participants, beginning-of-year2006-01-012
Total number of active participants reported on line 7a of the Form 55002006-01-012
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-012
Number of participants with account balances2006-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
2005: THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST 2005 401k membership
Total participants, beginning-of-year2005-01-012
Total number of active participants reported on line 7a of the Form 55002005-01-012
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-010
Total of all active and inactive participants2005-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-012
Number of participants with account balances2005-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-010

Financial Data on THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2008 : THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-502
Expenses. Total of all expenses incurred2008-12-31$0
Benefits paid (including direct rollovers)2008-12-31$0
Total plan assets at end of year2008-12-31$1,144
Total plan assets at beginning of year2008-12-31$1,646
Value of fidelity bond covering the plan2008-12-31$20,000
Total contributions received or receivable from participants2008-12-31$50
Expenses. Other expenses not covered elsewhere2008-12-31$0
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-552
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$-502
Net plan assets at end of year (total assets less liabilities)2008-12-31$1,144
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$1,646
Total contributions received or receivable from employer(s)2008-12-31$0
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0
2007 : THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST 2007 401k financial data
Transfers to/from the plan2007-12-31$0
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$565
Expenses. Total of all expenses incurred2007-12-31$1,963
Benefits paid (including direct rollovers)2007-12-31$1,963
Total plan assets at end of year2007-12-31$1,646
Total plan assets at beginning of year2007-12-31$3,044
Value of fidelity bond covering the plan2007-12-31$20,000
Total contributions received or receivable from participants2007-12-31$490
Expenses. Other expenses not covered elsewhere2007-12-31$0
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$75
Noncash contributions received2007-12-31$0
Net income (gross income less expenses)2007-12-31$-1,398
Net plan assets at end of year (total assets less liabilities)2007-12-31$1,646
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$3,044
Total contributions received or receivable from employer(s)2007-12-31$0
Value of certain deemed distributions of participant loans2007-12-31$0
Value of corrective distributions2007-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$0
2006 : THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST 2006 401k financial data
Transfers to/from the plan2006-12-31$0
Total plan liabilities at end of year2006-12-31$0
Total plan liabilities at beginning of year2006-12-31$0
Total income from all sources2006-12-31$1,831
Expenses. Total of all expenses incurred2006-12-31$0
Benefits paid (including direct rollovers)2006-12-31$0
Total plan assets at end of year2006-12-31$3,044
Total plan assets at beginning of year2006-12-31$1,213
Value of fidelity bond covering the plan2006-12-31$20,000
Total contributions received or receivable from participants2006-12-31$2,221
Expenses. Other expenses not covered elsewhere2006-12-31$0
Contributions received from other sources (not participants or employers)2006-12-31$0
Other income received2006-12-31$-390
Noncash contributions received2006-12-31$0
Net income (gross income less expenses)2006-12-31$1,831
Net plan assets at end of year (total assets less liabilities)2006-12-31$3,044
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$1,213
Total contributions received or receivable from employer(s)2006-12-31$0
Value of certain deemed distributions of participant loans2006-12-31$0
Value of corrective distributions2006-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2006-12-31$0
2005 : THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST 2005 401k financial data
Transfers to/from the plan2005-12-31$0
Total plan liabilities at end of year2005-12-31$0
Total plan liabilities at beginning of year2005-12-31$0
Total income from all sources2005-12-31$1,213
Expenses. Total of all expenses incurred2005-12-31$0
Benefits paid (including direct rollovers)2005-12-31$0
Total plan assets at end of year2005-12-31$1,213
Total plan assets at beginning of year2005-12-31$0
Value of fidelity bond covering the plan2005-12-31$20,000
Total contributions received or receivable from participants2005-12-31$1,213
Expenses. Other expenses not covered elsewhere2005-12-31$0
Contributions received from other sources (not participants or employers)2005-12-31$0
Other income received2005-12-31$0
Noncash contributions received2005-12-31$0
Net income (gross income less expenses)2005-12-31$1,213
Net plan assets at end of year (total assets less liabilities)2005-12-31$1,213
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$0
Total contributions received or receivable from employer(s)2005-12-31$0
Value of certain deemed distributions of participant loans2005-12-31$0
Value of corrective distributions2005-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2005-12-31$0

Form 5500 Responses for THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST

2009: THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingYes
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 OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
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
2007: THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: THE LAW OFFICE OF AMANDA E 401(K) PROFIT SHARING PLAN & TRUST 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01First time form 5500 has been submittedYes
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes

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