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LAW OFFICES OF ROBERT A. STUTMAN, P.C. 401(K) PLAN 401k Plan overview

Plan NameLAW OFFICES OF ROBERT A. STUTMAN, P.C. 401(K) PLAN
Plan identification number 001

LAW OFFICES OF ROBERT A. STUTMAN, P.C. 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LAW OFFICES OF ROBERT STUTMAN PC has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF ROBERT STUTMAN PC
Employer identification number (EIN):232892512
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF ROBERT A. STUTMAN, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES B. SHARP2024-07-16
0012022-01-01JAMES B. SHARP2023-09-18
0012021-01-01JAMES B. SHARP2022-09-07
0012020-01-01JAMES SHARP2021-10-07
0012019-01-01JIM SHARP2020-10-13
0012018-01-01EMMIE HAWKINS2019-08-28
0012017-01-01EMMIE HAWKINS2018-09-27
0012016-01-01EMMIE HAWKINS2017-10-11
0012015-01-01EMMIE HAWKINS EMMIE HAWKINS2016-10-13
0012014-01-01EMMIE HAWKINS
0012013-01-01EMMIE HAWKINS
0012012-01-01LINDA HESSLER
0012011-01-01ROBERT STUTMAN2012-05-17 ROBERT STUTMAN2012-05-17
0012010-01-01LINDA HESSLER2011-06-24 LINDA HESSLER2011-06-24
0012007-01-01LINDA HESSLER

Financial Data on LAW OFFICES OF ROBERT A. STUTMAN, P.C. 401(K) PLAN

Measure Date Value
2025 : LAW OFFICES OF ROBERT A. STUTMAN, P.C. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-080
Total liabilities as of the end of the plan year2025-09-080
Total liabilities as of the beginning of the plan year2025-09-080
Total expenses incurred by plan in this plan year2025-09-08667748
Net assets as of the end of the plan year2025-09-0811230540
Total assets as of the beginning of the plan year2025-09-089976203
Value of plan covered by a fidelity bond2025-09-08500000
Participant contributions to plan in this plan year2025-09-08636337
Value of participant loans at end of plan year2025-09-0837106
Other expenses paid from plan in this plan year2025-09-080
Other contributions to plan in this plan year2025-09-080
Other income to plan in this plan year2025-09-081105359
Plan net income in this plan year2025-09-081254337
Net assets as of the end of the plan year2025-09-0811230540
Net assets as of the beginning of the plan year2025-09-089976203
Employer contributions to plan in this plan year2025-09-08180389
Fees paid to broker by Benefit Provider2025-09-0825803
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-0838747
2024 : LAW OFFICES OF ROBERT A. STUTMAN, P.C. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-160
Total liabilities as of the end of the plan year2024-07-160
Total liabilities as of the beginning of the plan year2024-07-160
Total expenses incurred by plan in this plan year2024-07-16625616
Net assets as of the end of the plan year2024-07-169976203
Total assets as of the beginning of the plan year2024-07-168446957
Value of plan covered by a fidelity bond2024-07-16500000
Participant contributions to plan in this plan year2024-07-16697058
Value of participant loans at end of plan year2024-07-1646315
Other expenses paid from plan in this plan year2024-07-160
Other contributions to plan in this plan year2024-07-160
Other income to plan in this plan year2024-07-161295564
Plan net income in this plan year2024-07-161529246
Net assets as of the end of the plan year2024-07-169976203
Net assets as of the beginning of the plan year2024-07-168446957
Employer contributions to plan in this plan year2024-07-16162240
Fees paid to broker by Benefit Provider2024-07-1622184
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1634197
2015 : LAW OFFICES OF ROBERT A. STUTMAN, P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$247,386
Expenses. Total of all expenses incurred2015-12-31$42,177
Benefits paid (including direct rollovers)2015-12-31$42,177
Total plan assets at end of year2015-12-31$3,633,351
Total plan assets at beginning of year2015-12-31$3,428,142
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$230,314
Expenses. Other expenses not covered elsewhere2015-12-31$-400
Other income received2015-12-31$-69,244
Net income (gross income less expenses)2015-12-31$205,209
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,633,351
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,428,142
Assets. Value of participant loans2015-12-31$67,814
Total contributions received or receivable from employer(s)2015-12-31$86,316
Value of corrective distributions2015-12-31$400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : LAW OFFICES OF ROBERT A. STUTMAN, P.C. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$454,261
Expenses. Total of all expenses incurred2014-12-31$4,504
Benefits paid (including direct rollovers)2014-12-31$4,504
Total plan assets at end of year2014-12-31$3,428,142
Total plan assets at beginning of year2014-12-31$2,978,385
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$212,884
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$156,327
Net income (gross income less expenses)2014-12-31$449,757
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,428,142
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,978,385
Assets. Value of participant loans2014-12-31$84,034
Total contributions received or receivable from employer(s)2014-12-31$85,050
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : LAW OFFICES OF ROBERT A. STUTMAN, P.C. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$647,090
Expenses. Total of all expenses incurred2013-12-31$22,403
Benefits paid (including direct rollovers)2013-12-31$22,403
Total plan assets at end of year2013-12-31$2,978,385
Total plan assets at beginning of year2013-12-31$2,353,698
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$196,787
Contributions received from other sources (not participants or employers)2013-12-31$36,765
Other income received2013-12-31$328,316
Net income (gross income less expenses)2013-12-31$624,687
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,978,385
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,353,698
Assets. Value of participant loans2013-12-31$3,655
Total contributions received or receivable from employer(s)2013-12-31$85,222
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : LAW OFFICES OF ROBERT A. STUTMAN, P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$456,156
Expenses. Total of all expenses incurred2012-12-31$149,318
Benefits paid (including direct rollovers)2012-12-31$149,166
Total plan assets at end of year2012-12-31$2,353,698
Total plan assets at beginning of year2012-12-31$2,046,860
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$151,223
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$2,713
Other income received2012-12-31$239,188
Net income (gross income less expenses)2012-12-31$306,838
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,353,698
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,046,860
Assets. Value of participant loans2012-12-31$6,228
Total contributions received or receivable from employer(s)2012-12-31$63,032
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$152
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2007 : LAW OFFICES OF ROBERT A. STUTMAN, P.C. 401(K) PLAN 2007 401k financial data
Transfers to/from the plan2007-12-31$0
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$471,403
Expenses. Total of all expenses incurred2007-12-31$73,993
Benefits paid (including direct rollovers)2007-12-31$73,521
Total plan assets at end of year2007-12-31$1,828,049
Total plan assets at beginning of year2007-12-31$1,430,639
Value of fidelity bond covering the plan2007-12-31$155,000
Total contributions received or receivable from participants2007-12-31$193,106
Expenses. Other expenses not covered elsewhere2007-12-31$472
Contributions received from other sources (not participants or employers)2007-12-31$9,553
Other income received2007-12-31$123,272
Noncash contributions received2007-12-31$0
Net income (gross income less expenses)2007-12-31$397,410
Net plan assets at end of year (total assets less liabilities)2007-12-31$1,828,049
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$1,430,639
Assets. Value of participant loans2007-12-31$75,229
Total contributions received or receivable from employer(s)2007-12-31$145,472
Value of certain deemed distributions of participant loans2007-12-31$0
Value of corrective distributions2007-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$0

Form 5500 Responses for LAW OFFICES OF ROBERT A. STUTMAN, P.C. 401(K) PLAN

2015: LAW OFFICES OF ROBERT A. STUTMAN, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAW OFFICES OF ROBERT A. STUTMAN, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAW OFFICES OF ROBERT A. STUTMAN, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAW OFFICES OF ROBERT A. STUTMAN, P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2007: LAW OFFICES OF ROBERT A. STUTMAN, P.C. 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-51145
Policy instance 1

Potentially related plans

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