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LAW OFFICES OF WELLS / OLAH, P.A 401(K) PLAN 401k Plan overview

Plan NameLAW OFFICES OF WELLS / OLAH, P.A 401(K) PLAN
Plan identification number 001

LAW OFFICES OF WELLS / OLAH, P.A 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

LAW OFFICES OF WELLS/OLAH/COCHRAN, P.A. has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF WELLS/OLAH/COCHRAN, P.A.
Employer identification number (EIN):205065147
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about LAW OFFICES OF WELLS/OLAH/COCHRAN, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2006-06-21
Company Identification Number: P06000084804
Legal Registered Office Address: 1800 SECOND STREET

SARASOTA

34236

More information about LAW OFFICES OF WELLS/OLAH/COCHRAN, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF WELLS / OLAH, P.A 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AMY C WELLS2024-06-26 KEVIN T. WELLS2024-06-26
0012022-01-01AMY C WELLS2023-05-23 KEVIN T WELLS2023-05-23
0012021-01-01AMY C WELLS2022-04-26 AMY C WELLS2022-04-26
0012020-01-01AMY C WELLS2021-05-04 KEVIN T WELLLS2021-05-04
0012018-01-01AMY C WELLS2019-06-27 KEVIN T. WELLS2019-06-27
0012017-01-01KEVIN WELLS2018-06-25 KEVIN WELLS2018-06-25
0012016-01-01AMY WELLS2017-07-31
0012015-01-01AMY WELLS2016-06-03
0012014-01-01AMY WELLS2015-07-29
0012013-01-01AMY WELLS2014-07-22
0012012-01-01KEVIN T WELLS2013-04-19
0012011-01-01KEVIN T. WELLS2012-07-13
0012010-01-01KEVIN T. WELLS2011-10-06

Plan Statistics for LAW OFFICES OF WELLS / OLAH, P.A 401(K) PLAN

401k plan membership statisitcs for LAW OFFICES OF WELLS / OLAH, P.A 401(K) PLAN

Measure Date Value
2025: LAW OFFICES OF WELLS / OLAH, P.A 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-2912
Total number of particpants at end of year2025-04-2911
Number of Participants With Account Balances2025-04-2911
2024: LAW OFFICES OF WELLS / OLAH, P.A 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2613
Total number of particpants at end of year2024-06-2612
Number of Participants With Account Balances2024-06-2612

Financial Data on LAW OFFICES OF WELLS / OLAH, P.A 401(K) PLAN

Measure Date Value
2025 : LAW OFFICES OF WELLS / OLAH, P.A 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-04-290
Total expenses incurred by plan in this plan year2025-04-2928362
Net assets as of the end of the plan year2025-04-292282419
Total assets as of the beginning of the plan year2025-04-291967061
Value of plan covered by a fidelity bond2025-04-29100000
Participant contributions to plan in this plan year2025-04-2990407
Value of participant loans at end of plan year2025-04-2912
Other income to plan in this plan year2025-04-29227103
Plan net income in this plan year2025-04-29315358
Net assets as of the end of the plan year2025-04-292282419
Net assets as of the beginning of the plan year2025-04-291967061
Employer contributions to plan in this plan year2025-04-2926210
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-29360
2024 : LAW OFFICES OF WELLS / OLAH, P.A 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-260
Total expenses incurred by plan in this plan year2024-06-265267
Net assets as of the end of the plan year2024-06-261967061
Total assets as of the beginning of the plan year2024-06-261583527
Value of plan covered by a fidelity bond2024-06-26100000
Participant contributions to plan in this plan year2024-06-2688578
Other income to plan in this plan year2024-06-26270412
Plan net income in this plan year2024-06-26383534
Net assets as of the end of the plan year2024-06-261967061
Net assets as of the beginning of the plan year2024-06-261583527
Employer contributions to plan in this plan year2024-06-2629811
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2675

Potentially related plans

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