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ROBERT J. WIDMER JR., PC 401(K) PLAN 401k Plan overview

Plan NameROBERT J. WIDMER JR., PC 401(K) PLAN
Plan identification number 001

ROBERT J. WIDMER JR., PC 401(K) PLAN 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.

401k Sponsoring company profile

ROBERT J. WIDMER JR., PC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J. WIDMER JR., PC
Employer identification number (EIN):202076567
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. WIDMER JR., PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TERRY WIDMER2024-08-27
0012022-01-01TERRY WIDMER2023-10-04
0012021-01-01TERRY WIDMER2022-06-06
0012020-01-01TERRY WIDMER2021-07-08
0012019-01-01TERRY WIDMER2021-03-06
0012019-01-01TERRY WIDMER2021-07-12
0012018-01-01TERRY WIDMER2019-10-18
0012017-01-01TERRY WIDMER2018-06-24
0012016-01-01TERRY WIDMER2017-06-23
0012015-01-01TERRY WIDMER2016-07-07
0012014-01-01TERRY WIDMER2015-08-05
0012013-01-01TERRY WIDMER2014-07-29
0012012-01-01TERRY WIDMER2013-09-23
0012011-01-01TERRY WIDMER2012-07-30
0012010-01-01TERRY WIDMER2011-09-08
0012009-01-01ROBERT WIDMER

Financial Data on ROBERT J. WIDMER JR., PC 401(K) PLAN

Measure Date Value
2024 : ROBERT J. WIDMER JR., PC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-270
Net assets as of the end of the plan year2024-08-27465690
Total assets as of the beginning of the plan year2024-08-27342430
Value of plan covered by a fidelity bond2024-08-2735000
Participant contributions to plan in this plan year2024-08-277200
Other income to plan in this plan year2024-08-27110300
Plan net income in this plan year2024-08-27123260
Net assets as of the end of the plan year2024-08-27465690
Net assets as of the beginning of the plan year2024-08-27342430
Employer contributions to plan in this plan year2024-08-275760
2022 : ROBERT J. WIDMER JR., PC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-060
Net assets as of the end of the plan year2022-06-06360258
Total assets as of the beginning of the plan year2022-06-06289844
Value of plan covered by a fidelity bond2022-06-0629000
Participant contributions to plan in this plan year2022-06-067200
Value of participant loans at end of plan year2022-06-0683532
Other income to plan in this plan year2022-06-0657454
Plan net income in this plan year2022-06-0670414
Net assets as of the end of the plan year2022-06-06360258
Net assets as of the beginning of the plan year2022-06-06289844
Employer contributions to plan in this plan year2022-06-065760

Form 5500 Responses for ROBERT J. WIDMER JR., PC 401(K) PLAN

2009: ROBERT J. WIDMER JR., PC 401(K) PLAN 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 filingNo
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

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