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LAW OFFICE OF JEREMY J. OFSEYER CASH BALANCE PLAN 401k Plan overview

Plan NameLAW OFFICE OF JEREMY J. OFSEYER CASH BALANCE PLAN
Plan identification number 002

LAW OFFICE OF JEREMY J. OFSEYER CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

401k Sponsoring company profile

OFSEYER, JEREMY J., LAW OFC OF has sponsored the creation of one or more 401k plans.

Company Name:OFSEYER, JEREMY J., LAW OFC OF
Employer identification number (EIN):201119201
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF JEREMY J. OFSEYER CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01

Financial Data on LAW OFFICE OF JEREMY J. OFSEYER CASH BALANCE PLAN

Measure Date Value
2025 : LAW OFFICE OF JEREMY J. OFSEYER CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-010
Total liabilities as of the end of the plan year2025-10-010
Total liabilities as of the beginning of the plan year2025-10-010
Total expenses incurred by plan in this plan year2025-10-010
Net assets as of the end of the plan year2025-10-01816196
Total assets as of the beginning of the plan year2025-10-01538681
Value of plan covered by a fidelity bond2025-10-01100000
Participant contributions to plan in this plan year2025-10-010
Other expenses paid from plan in this plan year2025-10-010
Other contributions to plan in this plan year2025-10-010
Other income to plan in this plan year2025-10-0181957
Plan net income in this plan year2025-10-01277515
Net assets as of the end of the plan year2025-10-01816196
Net assets as of the beginning of the plan year2025-10-01538681
Employer contributions to plan in this plan year2025-10-01195558
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-010
2024 : LAW OFFICE OF JEREMY J. OFSEYER CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-170
Total liabilities as of the end of the plan year2024-09-170
Total liabilities as of the beginning of the plan year2024-09-170
Total expenses incurred by plan in this plan year2024-09-170
Net assets as of the end of the plan year2024-09-17538681
Total assets as of the beginning of the plan year2024-09-17398813
Value of plan covered by a fidelity bond2024-09-17100000
Participant contributions to plan in this plan year2024-09-170
Other expenses paid from plan in this plan year2024-09-170
Other contributions to plan in this plan year2024-09-170
Other income to plan in this plan year2024-09-1750492
Plan net income in this plan year2024-09-17139868
Net assets as of the end of the plan year2024-09-17538681
Net assets as of the beginning of the plan year2024-09-17398813
Employer contributions to plan in this plan year2024-09-1789376
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-170

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