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THE LAW OFFICE OF REX E ZACHOF 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameTHE LAW OFFICE OF REX E ZACHOF 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

THE LAW OFFICE OF REX E ZACHOF 401(K) PROFIT SHARING PLAN & TRUST 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

THE LAW OFFICE OF REX E ZACHOF has sponsored the creation of one or more 401k plans.

Company Name:THE LAW OFFICE OF REX E ZACHOF
Employer identification number (EIN):208283566
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW OFFICE OF REX E ZACHOF 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01REX ZACHOFSKY2024-05-07
0012022-01-01EDWARD ROJAS2023-06-16
0012021-01-01EDWARD ROJAS2022-07-18

Financial Data on THE LAW OFFICE OF REX E ZACHOF 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : THE LAW OFFICE OF REX E ZACHOF 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-290
Total liabilities as of the end of the plan year2025-04-290
Total liabilities as of the beginning of the plan year2025-04-290
Total expenses incurred by plan in this plan year2025-04-293877
Net assets as of the end of the plan year2025-04-29163661
Total assets as of the beginning of the plan year2025-04-29105424
Value of plan covered by a fidelity bond2025-04-2920000
Participant contributions to plan in this plan year2025-04-2938304
Other expenses paid from plan in this plan year2025-04-290
Other contributions to plan in this plan year2025-04-290
Other income to plan in this plan year2025-04-2910510
Plan net income in this plan year2025-04-2958237
Net assets as of the end of the plan year2025-04-29163661
Net assets as of the beginning of the plan year2025-04-29105424
Employer contributions to plan in this plan year2025-04-2913300
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-293877
2024 : THE LAW OFFICE OF REX E ZACHOF 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-070
Total liabilities as of the end of the plan year2024-05-070
Total liabilities as of the beginning of the plan year2024-05-070
Total expenses incurred by plan in this plan year2024-05-071325
Net assets as of the end of the plan year2024-05-07105424
Total assets as of the beginning of the plan year2024-05-0753544
Value of plan covered by a fidelity bond2024-05-0720000
Participant contributions to plan in this plan year2024-05-0734263
Other expenses paid from plan in this plan year2024-05-070
Other contributions to plan in this plan year2024-05-070
Other income to plan in this plan year2024-05-077158
Plan net income in this plan year2024-05-0751880
Net assets as of the end of the plan year2024-05-07105424
Net assets as of the beginning of the plan year2024-05-0753544
Employer contributions to plan in this plan year2024-05-0711784
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-071325

Potentially related plans

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