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GREEN & RITCHIE 401(K) PLAN 401k Plan overview

Plan NameGREEN & RITCHIE 401(K) PLAN
Plan identification number 001

GREEN & RITCHIE 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

GREEN & RITCHIE, PLLC has sponsored the creation of one or more 401k plans.

Company Name:GREEN & RITCHIE, PLLC
Employer identification number (EIN):205538791
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREEN & RITCHIE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AARON RITCHIE2024-07-26
0012022-01-01AARON RITCHIE2023-10-06
0012021-01-01AARON RITCHIE2022-12-16
0012020-01-01AARON RITCHIE2021-10-01
0012019-01-01AARON RITCHIE2020-07-29
0012018-01-01AARON RITCHIE2019-04-30
0012017-01-01AARON RITCHIE2018-07-24
0012016-01-01AARON RITCHIE2017-10-11
0012015-01-01AARON RITCHIE2016-06-13
0012014-01-01AARON RITCHIE2015-07-20
0012013-01-01AARON RITCHIE2014-08-06
0012012-01-01AARON RITCHIE2013-03-15

Financial Data on GREEN & RITCHIE 401(K) PLAN

Measure Date Value
2025 : GREEN & RITCHIE 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-260
Total liabilities as of the beginning of the plan year2025-09-260
Total expenses incurred by plan in this plan year2025-09-268115
Net assets as of the end of the plan year2025-09-26977580
Total assets as of the beginning of the plan year2025-09-26803806
Value of plan covered by a fidelity bond2025-09-2680381
Participant contributions to plan in this plan year2025-09-2669712
Other expenses paid from plan in this plan year2025-09-260
Other contributions to plan in this plan year2025-09-260
Other income to plan in this plan year2025-09-26100651
Plan net income in this plan year2025-09-26173774
Net assets as of the end of the plan year2025-09-26977580
Net assets as of the beginning of the plan year2025-09-26803806
Employer contributions to plan in this plan year2025-09-2611526
Fees paid to broker by Benefit Provider2025-09-26446
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-268115
2024 : GREEN & RITCHIE 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-260
Total liabilities as of the beginning of the plan year2024-07-26389
Total expenses incurred by plan in this plan year2024-07-266316
Net assets as of the end of the plan year2024-07-26803806
Total assets as of the beginning of the plan year2024-07-26640737
Value of plan covered by a fidelity bond2024-07-2680000
Participant contributions to plan in this plan year2024-07-2654293
Other expenses paid from plan in this plan year2024-07-260
Other contributions to plan in this plan year2024-07-260
Other income to plan in this plan year2024-07-26105573
Plan net income in this plan year2024-07-26163458
Net assets as of the end of the plan year2024-07-26803806
Net assets as of the beginning of the plan year2024-07-26640348
Employer contributions to plan in this plan year2024-07-269908
Fees paid to broker by Benefit Provider2024-07-26366
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-266316

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