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LAW OFFICE OF JAMES W DODSON 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameLAW OFFICE OF JAMES W DODSON 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

LAW OFFICE OF JAMES W DODSON 401 K PROFIT SHARING PLAN TRUST 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.
  • 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.
  • 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

JAMES W DODSON has sponsored the creation of one or more 401k plans.

Company Name:JAMES W DODSON
Employer identification number (EIN):202060554
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF JAMES W DODSON 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES W. DODSON2024-04-25
0012022-01-01JAMES W. DODSON2023-04-12
0012021-01-01JAMES W. DODSON2022-04-05
0012020-01-01JAMES W. DODSON2021-04-13
0012019-01-01JAMES W. DODSON2020-05-15
0012018-01-01JAMES W. DODSON2019-03-29
0012017-01-01JAMES W. DODSON2018-05-07
0012016-01-01JAMES W. DODSON2017-05-04
0012015-01-01JAMES W. DODSON2016-05-17
0012014-01-01JAMES W DODSON2015-06-02
0012013-01-01JAMES W. DODSON2014-05-13
0012012-01-01JAMES W DODSON2013-05-29
0012011-01-01JAMES W DODSON2012-05-01
0012010-01-01JAMES W DODSON2011-05-03
0012007-01-01JAMES DODSON

Financial Data on LAW OFFICE OF JAMES W DODSON 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : LAW OFFICE OF JAMES W DODSON 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-190
Total liabilities as of the end of the plan year2025-05-190
Total liabilities as of the beginning of the plan year2025-05-190
Total expenses incurred by plan in this plan year2025-05-1911699
Net assets as of the end of the plan year2025-05-19344246
Total assets as of the beginning of the plan year2025-05-19295242
Value of plan covered by a fidelity bond2025-05-1929524
Participant contributions to plan in this plan year2025-05-1932958
Other expenses paid from plan in this plan year2025-05-190
Other contributions to plan in this plan year2025-05-190
Other income to plan in this plan year2025-05-1924392
Plan net income in this plan year2025-05-1949004
Net assets as of the end of the plan year2025-05-19344246
Net assets as of the beginning of the plan year2025-05-19295242
Employer contributions to plan in this plan year2025-05-193353
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-19120
2024 : LAW OFFICE OF JAMES W DODSON 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-250
Total liabilities as of the end of the plan year2024-04-250
Total liabilities as of the beginning of the plan year2024-04-250
Total expenses incurred by plan in this plan year2024-04-255918
Net assets as of the end of the plan year2024-04-25295242
Total assets as of the beginning of the plan year2024-04-25229371
Value of plan covered by a fidelity bond2024-04-2522937
Participant contributions to plan in this plan year2024-04-2545449
Other expenses paid from plan in this plan year2024-04-250
Other contributions to plan in this plan year2024-04-250
Other income to plan in this plan year2024-04-2520116
Plan net income in this plan year2024-04-2565871
Net assets as of the end of the plan year2024-04-25295242
Net assets as of the beginning of the plan year2024-04-25229371
Employer contributions to plan in this plan year2024-04-256224
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-25345
2022 : LAW OFFICE OF JAMES W DODSON 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-050
Total liabilities as of the end of the plan year2022-04-050
Total liabilities as of the beginning of the plan year2022-04-050
Total expenses incurred by plan in this plan year2022-04-053297
Net assets as of the end of the plan year2022-04-05202919
Total assets as of the beginning of the plan year2022-04-05170080
Value of plan covered by a fidelity bond2022-04-0520000
Participant contributions to plan in this plan year2022-04-0521932
Other expenses paid from plan in this plan year2022-04-050
Other contributions to plan in this plan year2022-04-050
Other income to plan in this plan year2022-04-057348
Plan net income in this plan year2022-04-0532839
Net assets as of the end of the plan year2022-04-05202919
Net assets as of the beginning of the plan year2022-04-05170080
Employer contributions to plan in this plan year2022-04-056856
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-05120

Form 5500 Responses for LAW OFFICE OF JAMES W DODSON 401 K PROFIT SHARING PLAN TRUST

2007: LAW OFFICE OF JAMES W DODSON 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

Potentially related plans

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