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401(K) PLAN FOR THE LAW OFFICES OF JOHN DREW WARLICK, P.A. 401k Plan overview

Plan Name401(K) PLAN FOR THE LAW OFFICES OF JOHN DREW WARLICK, P.A.
Plan identification number 001

401(K) PLAN FOR THE LAW OFFICES OF JOHN DREW WARLICK, P.A. 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.
  • 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 OFFICES OF JOHN DREW WARLICK, P.A. has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF JOHN DREW WARLICK, P.A.
Employer identification number (EIN):202017532
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PLAN FOR THE LAW OFFICES OF JOHN DREW WARLICK, P.A.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01

Plan Statistics for 401(K) PLAN FOR THE LAW OFFICES OF JOHN DREW WARLICK, P.A.

401k plan membership statisitcs for 401(K) PLAN FOR THE LAW OFFICES OF JOHN DREW WARLICK, P.A.

Measure Date Value
2025: 401(K) PLAN FOR THE LAW OFFICES OF JOHN DREW WARLICK, P.A. 2025 401k membership
Total number of particpants at beginning of year2025-05-1415
Total number of particpants at end of year2025-05-148
Number of Participants With Account Balances2025-05-148
2024: 401(K) PLAN FOR THE LAW OFFICES OF JOHN DREW WARLICK, P.A. 2024 401k membership
Total number of particpants at beginning of year2024-06-207
Total number of particpants at end of year2024-06-2015
Number of Participants With Account Balances2024-06-2015

Financial Data on 401(K) PLAN FOR THE LAW OFFICES OF JOHN DREW WARLICK, P.A.

Measure Date Value
2025 : 401(K) PLAN FOR THE LAW OFFICES OF JOHN DREW WARLICK, P.A. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-1420264
Net assets as of the end of the plan year2025-05-14396613
Total assets as of the beginning of the plan year2025-05-14237455
Participant contributions to plan in this plan year2025-05-1453624
Other income to plan in this plan year2025-05-1425991
Plan net income in this plan year2025-05-14159158
Net assets as of the end of the plan year2025-05-14396613
Net assets as of the beginning of the plan year2025-05-14237455
Employer contributions to plan in this plan year2025-05-1499807
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-144573
2024 : 401(K) PLAN FOR THE LAW OFFICES OF JOHN DREW WARLICK, P.A. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-20807
Net assets as of the end of the plan year2024-06-20237455
Total assets as of the beginning of the plan year2024-06-20100000
Participant contributions to plan in this plan year2024-06-2031927
Other income to plan in this plan year2024-06-206335
Plan net income in this plan year2024-06-20137455
Net assets as of the end of the plan year2024-06-20237455
Net assets as of the beginning of the plan year2024-06-20100000
Employer contributions to plan in this plan year2024-06-20100000
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-20807

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