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LAW OFFICE OF LUANNE M. BONNIE, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLAW OFFICE OF LUANNE M. BONNIE, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

LAW OFFICE OF LUANNE M. BONNIE, LLC 401(K) PROFIT SHARING 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.
  • Plan covering Self-Employed individuals.
  • 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 OFFICE OF LUANNE M. BONNIE, LLC has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF LUANNE M. BONNIE, LLC
Employer identification number (EIN):205418141
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF LUANNE M. BONNIE, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01LUANNE BONNIE2020-07-30 LUANNE BONNIE2020-07-30
0012018-01-01LUANNE BONNIE2019-01-28 LUANNE BONNIE2019-01-28
0012017-01-01LUANNE BONNIE2018-10-03 LUANNE BONNIE2018-10-03

Financial Data on LAW OFFICE OF LUANNE M. BONNIE, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : LAW OFFICE OF LUANNE M. BONNIE, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-260
Total liabilities as of the end of the plan year2025-06-260
Total liabilities as of the beginning of the plan year2025-06-260
Total expenses incurred by plan in this plan year2025-06-26120
Net assets as of the end of the plan year2025-06-26661997
Total assets as of the beginning of the plan year2025-06-26490697
Value of plan covered by a fidelity bond2025-06-2650000
Participant contributions to plan in this plan year2025-06-2653536
Other expenses paid from plan in this plan year2025-06-260
Other contributions to plan in this plan year2025-06-260
Other income to plan in this plan year2025-06-2652214
Plan net income in this plan year2025-06-26171300
Net assets as of the end of the plan year2025-06-26661997
Net assets as of the beginning of the plan year2025-06-26490697
Employer contributions to plan in this plan year2025-06-2665670
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-26120
2024 : LAW OFFICE OF LUANNE M. BONNIE, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-200
Total liabilities as of the end of the plan year2024-06-200
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-20810
Net assets as of the end of the plan year2024-06-20490697
Total assets as of the beginning of the plan year2024-06-20324792
Value of plan covered by a fidelity bond2024-06-2050000
Participant contributions to plan in this plan year2024-06-2054515
Other expenses paid from plan in this plan year2024-06-200
Other contributions to plan in this plan year2024-06-200
Other income to plan in this plan year2024-06-2051106
Plan net income in this plan year2024-06-20165905
Net assets as of the end of the plan year2024-06-20490697
Net assets as of the beginning of the plan year2024-06-20324792
Employer contributions to plan in this plan year2024-06-2061094
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-20155
2022 : LAW OFFICE OF LUANNE M. BONNIE, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-070
Total liabilities as of the end of the plan year2022-10-070
Total liabilities as of the beginning of the plan year2022-10-070
Total expenses incurred by plan in this plan year2022-10-0795
Net assets as of the end of the plan year2022-10-07264794
Total assets as of the beginning of the plan year2022-10-07169859
Value of plan covered by a fidelity bond2022-10-0750000
Participant contributions to plan in this plan year2022-10-0739529
Value of participant loans at end of plan year2022-10-070
Other expenses paid from plan in this plan year2022-10-070
Other contributions to plan in this plan year2022-10-070
Other income to plan in this plan year2022-10-0720628
Plan net income in this plan year2022-10-0794935
Net assets as of the end of the plan year2022-10-07264794
Net assets as of the beginning of the plan year2022-10-07169859
Value of contributions failed to transmitted timely2022-10-070
Employer contributions to plan in this plan year2022-10-0734873
Fees paid to broker by Benefit Provider2022-10-070
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-0795

Potentially related plans

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