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LAW OFFICES OF THERESA ANN HARTZELL PC 401K PLAN 401k Plan overview

Plan NameLAW OFFICES OF THERESA ANN HARTZELL PC 401K PLAN
Plan identification number 001

LAW OFFICES OF THERESA ANN HARTZELL PC 401K PLAN 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.
  • 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 THERESA ANN HARTZELL PC has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF THERESA ANN HARTZELL PC
Employer identification number (EIN):203200504
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF THERESA ANN HARTZELL PC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01THERESA HARTZELL2024-07-29
0012022-01-01THERESA HARTZELL2023-07-21
0012021-01-01THERESA HARTZELL2022-07-22
0012020-01-01THERESA HARTZELL2021-07-23
0012019-01-01THERESA HARTZELL2020-07-30
0012018-01-01THERESA HARTZELL2019-07-12
0012017-01-01THERESA HARTZELL2018-07-18
0012016-01-01THERESA HARTZELL2017-07-24
0012015-01-01THERESA ANN HARTZELL2016-07-15 THERESA ANN HARTZELL2016-07-15
0012014-01-01THERESA ANN HARTZELL2015-07-23 THERESA ANN HARTZELL2015-07-23
0012013-01-01THERESA ANN HARTZELL2014-06-27 THERESA ANN HARTZELL2014-06-27
0012012-01-01THERESA ANN HARTZELL2013-07-09 THERESA ANN HARTZELL2013-07-09
0012011-01-01THERESA ANN HARTZELL2012-07-02 THERESA ANN HARTZELL2012-07-02
0012010-01-01THERESA ANN HARTZELL2011-07-07 THERESA ANN HARTZELL2011-07-07

Plan Statistics for LAW OFFICES OF THERESA ANN HARTZELL PC 401K PLAN

401k plan membership statisitcs for LAW OFFICES OF THERESA ANN HARTZELL PC 401K PLAN

Measure Date Value
2025: LAW OFFICES OF THERESA ANN HARTZELL PC 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-092
Total number of particpants at end of year2025-07-092
Number of Participants With Account Balances2025-07-092
2024: LAW OFFICES OF THERESA ANN HARTZELL PC 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-292
Total number of particpants at end of year2024-07-292
Number of Participants With Account Balances2024-07-292
2022: LAW OFFICES OF THERESA ANN HARTZELL PC 401K PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-222
Total number of particpants at end of year2022-07-222
Number of Participants With Account Balances2022-07-222

Financial Data on LAW OFFICES OF THERESA ANN HARTZELL PC 401K PLAN

Measure Date Value
2025 : LAW OFFICES OF THERESA ANN HARTZELL PC 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-0910
Net assets as of the end of the plan year2025-07-09584692
Total assets as of the beginning of the plan year2025-07-09519373
Value of plan covered by a fidelity bond2025-07-0950000
Participant contributions to plan in this plan year2025-07-0910825
Other income to plan in this plan year2025-07-0950939
Plan net income in this plan year2025-07-0965319
Net assets as of the end of the plan year2025-07-09584692
Net assets as of the beginning of the plan year2025-07-09519373
Employer contributions to plan in this plan year2025-07-093565
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0910
2024 : LAW OFFICES OF THERESA ANN HARTZELL PC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2940
Net assets as of the end of the plan year2024-07-29519373
Total assets as of the beginning of the plan year2024-07-29424259
Value of plan covered by a fidelity bond2024-07-2950000
Participant contributions to plan in this plan year2024-07-2931051
Other income to plan in this plan year2024-07-2958932
Plan net income in this plan year2024-07-2995114
Net assets as of the end of the plan year2024-07-29519373
Net assets as of the beginning of the plan year2024-07-29424259
Employer contributions to plan in this plan year2024-07-295171
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2940
2022 : LAW OFFICES OF THERESA ANN HARTZELL PC 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2240
Net assets as of the end of the plan year2022-07-22468919
Total assets as of the beginning of the plan year2022-07-22390576
Value of plan covered by a fidelity bond2022-07-2225000
Participant contributions to plan in this plan year2022-07-2226000
Other income to plan in this plan year2022-07-2248563
Plan net income in this plan year2022-07-2278343
Net assets as of the end of the plan year2022-07-22468919
Net assets as of the beginning of the plan year2022-07-22390576
Employer contributions to plan in this plan year2022-07-223820
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2240

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