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ROBERT A. OLKOWITZ, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT A. OLKOWITZ, P.C. PROFIT SHARING PLAN
Plan identification number 001

ROBERT A. OLKOWITZ, P.C. 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.
  • 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

ROBERT A. OLKOWITZ, PC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT A. OLKOWITZ, PC
Employer identification number (EIN):223403350
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT A. OLKOWITZ, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01ROBERT A OLKOWITZ2023-06-27
0012021-01-01ROBERT A OLKOWITZ2022-09-20
0012020-01-01ROBERT A OLKOWITZ2021-02-26
0012019-01-01ROBERT A OLKOWITZ2020-08-25
0012018-01-01ROBERT A OLKOWITZ2019-05-10
0012017-01-01ROBERT A OLKOWITZ2018-04-09
0012016-01-01ROBERT A OLKOWITZ2017-09-25
0012015-01-01ROBERT A OLKOWITZ2016-07-28
0012013-01-01ROBERT A OLKOWITZ2014-10-08
0012012-01-01ROBERT A OLKOWITZ2013-09-18
0012011-01-01ROBERT A. OLKOWITZ2012-07-24
0012010-01-01ROBERT A. OLKOWITZ2011-10-06

Plan Statistics for ROBERT A. OLKOWITZ, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT A. OLKOWITZ, P.C. PROFIT SHARING PLAN

Measure Date Value
2024: ROBERT A. OLKOWITZ, P.C. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-314
Total number of particpants at end of year2024-05-310
Number of Participants With Account Balances2024-05-310

Financial Data on ROBERT A. OLKOWITZ, P.C. PROFIT SHARING PLAN

Measure Date Value
2024 : ROBERT A. OLKOWITZ, P.C. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-31777667
Net assets as of the end of the plan year2024-05-310
Total assets as of the beginning of the plan year2024-05-31799360
Value of plan covered by a fidelity bond2024-05-3180000
Other income to plan in this plan year2024-05-31-21693
Plan net income in this plan year2024-05-31-799360
Net assets as of the end of the plan year2024-05-310
Net assets as of the beginning of the plan year2024-05-31799360
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-312600

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