401k Plan data: TMP 401(K) PLAN plan

TMP 401(K) PLAN 401k Plan overview

Plan Name	TMP 401(K) PLAN
Plan identification number	003

TMP 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan covering Self-Employed individuals.
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

PEGNIM & IVANCICH, LLP has sponsored the creation of one or more 401k plans.

Company Name: PEGNIM & IVANCICH, LLP

Employer identification number (EIN): 262298861

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TMP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 LISA IVANCICH 2024-04-16
003 2022-01-01 LISA IVANCICH 2023-05-17
003 2021-01-01 LISA IVANCICH 2022-05-03
003 2020-01-01 LISA IVANCICH 2021-03-04
003 2019-01-01 LISA IVANCICH 2020-03-22
003 2018-01-01 LISA IVANCICH 2019-04-15
003 2017-01-01 LISA IVANCICH 2018-09-18
003 2016-01-01
003 2015-01-01
003 2014-01-01 GAYE MARKHAM 2015-10-01
003 2013-01-01
003 2012-01-01 THOMAS M. PEGNIM 2013-10-14 THOMAS M. PEGNIM 2013-10-14
003 2011-01-01 THOMAS M. PEGNIM 2012-10-15 THOMAS M. PEGNIM 2012-10-15
003 2010-01-01 LISA E. IVANCICH 2011-10-27 LISA E. IVANCICH 2011-10-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	LISA IVANCICH	2024-04-16
003	2022-01-01	LISA IVANCICH	2023-05-17
003	2021-01-01	LISA IVANCICH	2022-05-03
003	2020-01-01	LISA IVANCICH	2021-03-04
003	2019-01-01	LISA IVANCICH	2020-03-22
003	2018-01-01	LISA IVANCICH	2019-04-15
003	2017-01-01	LISA IVANCICH	2018-09-18
003	2016-01-01
003	2015-01-01
003	2014-01-01	GAYE MARKHAM	2015-10-01
003	2013-01-01
003	2012-01-01	THOMAS M. PEGNIM	2013-10-14	THOMAS M. PEGNIM	2013-10-14
003	2011-01-01	THOMAS M. PEGNIM	2012-10-15	THOMAS M. PEGNIM	2012-10-15
003	2010-01-01	LISA E. IVANCICH	2011-10-27	LISA E. IVANCICH	2011-10-27

Financial Data on TMP 401(K) PLAN

Measure	Date	Value
2025 : TMP 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-03	17458
Net assets as of the end of the plan year	2025-06-03	1549085
Total assets as of the beginning of the plan year	2025-06-03	1339437
Value of plan covered by a fidelity bond	2025-06-03	112000
Participant contributions to plan in this plan year	2025-06-03	61724
Value of participant loans at end of plan year	2025-06-03	32109
Other expenses paid from plan in this plan year	2025-06-03	16589
Other income to plan in this plan year	2025-06-03	133043
Plan net income in this plan year	2025-06-03	209648
Net assets as of the end of the plan year	2025-06-03	1549085
Net assets as of the beginning of the plan year	2025-06-03	1339437
Employer contributions to plan in this plan year	2025-06-03	32339
2024 : TMP 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-04-16	41011
Net assets as of the end of the plan year	2024-04-16	1339437
Total assets as of the beginning of the plan year	2024-04-16	1146955
Value of plan covered by a fidelity bond	2024-04-16	112000
Participant contributions to plan in this plan year	2024-04-16	56869
Value of participant loans at end of plan year	2024-04-16	40630
Other expenses paid from plan in this plan year	2024-04-16	8086
Other income to plan in this plan year	2024-04-16	149179
Plan net income in this plan year	2024-04-16	192482
Net assets as of the end of the plan year	2024-04-16	1339437
Net assets as of the beginning of the plan year	2024-04-16	1146955
Employer contributions to plan in this plan year	2024-04-16	27445
2022 : TMP 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-03	86060
Net assets as of the end of the plan year	2022-05-03	1249669
Total assets as of the beginning of the plan year	2022-05-03	1128642
Value of plan covered by a fidelity bond	2022-05-03	112000
Participant contributions to plan in this plan year	2022-05-03	56350
Value of participant loans at end of plan year	2022-05-03	302
Other expenses paid from plan in this plan year	2022-05-03	8817
Other income to plan in this plan year	2022-05-03	122957
Plan net income in this plan year	2022-05-03	121027
Net assets as of the end of the plan year	2022-05-03	1249669
Net assets as of the beginning of the plan year	2022-05-03	1128642
Employer contributions to plan in this plan year	2022-05-03	27780
Fees paid to broker by Benefit Provider	2022-05-03	5811

Potentially related plans

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Company Name:	PEGNIM & IVANCICH, LLP
Employer identification number (EIN):	262298861
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers