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THE LAW FIRM OF LISA WARD LLC 401k Plan overview

Plan NameTHE LAW FIRM OF LISA WARD LLC
Plan identification number 001

THE LAW FIRM OF LISA WARD LLC 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.
  • 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 FIRM OF LISA WARD LLC has sponsored the creation of one or more 401k plans.

Company Name:THE LAW FIRM OF LISA WARD LLC
Employer identification number (EIN):260832879
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW FIRM OF LISA WARD LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LISA WARD2024-05-29
0012022-01-01LISA WARD2023-08-01
0012021-01-01LISA WARD2022-05-23
0012020-01-01LISA WARD2021-06-15
0012019-01-01LWARD78472020-06-17
0012019-01-01LISA WARD2020-06-30
0012018-01-01LISA WARD2019-07-09
0012017-01-01LISA WARD2018-06-13
0012016-01-01LISA WARD2018-01-17

Financial Data on THE LAW FIRM OF LISA WARD LLC

Measure Date Value
2025 : THE LAW FIRM OF LISA WARD LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-25101341
Net assets as of the end of the plan year2025-05-25703565
Total assets as of the beginning of the plan year2025-05-25632819
Value of plan covered by a fidelity bond2025-05-2564000
Participant contributions to plan in this plan year2025-05-2564601
Value of participant loans at end of plan year2025-05-2530842
Other income to plan in this plan year2025-05-2571877
Plan net income in this plan year2025-05-2570746
Net assets as of the end of the plan year2025-05-25703565
Net assets as of the beginning of the plan year2025-05-25632819
Employer contributions to plan in this plan year2025-05-2535609
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-25540
2024 : THE LAW FIRM OF LISA WARD LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-2923165
Net assets as of the end of the plan year2024-05-29632819
Total assets as of the beginning of the plan year2024-05-29466988
Value of plan covered by a fidelity bond2024-05-2947000
Participant contributions to plan in this plan year2024-05-2973879
Value of participant loans at end of plan year2024-05-290
Other income to plan in this plan year2024-05-2980140
Plan net income in this plan year2024-05-29165831
Net assets as of the end of the plan year2024-05-29632819
Net assets as of the beginning of the plan year2024-05-29466988
Employer contributions to plan in this plan year2024-05-2934977
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-29165
2022 : THE LAW FIRM OF LISA WARD LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-2319765
Net assets as of the end of the plan year2022-05-23501124
Total assets as of the beginning of the plan year2022-05-23362849
Value of plan covered by a fidelity bond2022-05-2337000
Participant contributions to plan in this plan year2022-05-2360482
Value of participant loans at end of plan year2022-05-231333
Other income to plan in this plan year2022-05-2357523
Plan net income in this plan year2022-05-23138275
Net assets as of the end of the plan year2022-05-23501124
Net assets as of the beginning of the plan year2022-05-23362849
Employer contributions to plan in this plan year2022-05-2340035
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-23165

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