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KAISER DILLON PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKAISER DILLON PLLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

KAISER DILLON PLLC 401(K) 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.
  • 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

KAISER PLLC has sponsored the creation of one or more 401k plans.

Company Name:KAISER PLLC
Employer identification number (EIN):264829146
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAISER DILLON PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SUSAN GEIGER2024-05-01
0012022-01-01SUSAN GEIGER2023-05-23
0012021-01-01SUSAN GEIGER2022-05-11 WILLIAM PITTARD2022-05-11
0012020-01-01SUSAN GEIGER2021-05-13 SUSAN GEIGER2021-05-13
0012019-01-01SUSAN GEIGER2020-07-29
0012018-01-01MATTHEW KAISER2019-09-09
0012017-01-01
0012016-01-01MATTHEW KAISER2017-10-10
0012015-01-01
0012014-01-01
0012013-01-01

Financial Data on KAISER DILLON PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : KAISER DILLON PLLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-120
Total expenses incurred by plan in this plan year2025-05-121261273
Net assets as of the end of the plan year2025-05-125125915
Total assets as of the beginning of the plan year2025-05-125083337
Value of plan covered by a fidelity bond2025-05-1250000
Participant contributions to plan in this plan year2025-05-12241127
Value of participant loans at end of plan year2025-05-1225880
Other contributions to plan in this plan year2025-05-1285379
Other income to plan in this plan year2025-05-12692162
Plan net income in this plan year2025-05-1242578
Net assets as of the end of the plan year2025-05-125125915
Net assets as of the beginning of the plan year2025-05-125083337
Employer contributions to plan in this plan year2025-05-12285183
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-12300
Total liabilities as of the beginning of the plan year2025-05-010
Total expenses incurred by plan in this plan year2025-05-011261273
Net assets as of the end of the plan year2025-05-015125915
Total assets as of the beginning of the plan year2025-05-015083337
Value of plan covered by a fidelity bond2025-05-0150000
Participant contributions to plan in this plan year2025-05-01241127
Value of participant loans at end of plan year2025-05-0125880
Other contributions to plan in this plan year2025-05-0185379
Other income to plan in this plan year2025-05-01692162
Plan net income in this plan year2025-05-0142578
Net assets as of the end of the plan year2025-05-015125915
Net assets as of the beginning of the plan year2025-05-015083337
Employer contributions to plan in this plan year2025-05-01285183
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-01300
2024 : KAISER DILLON PLLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-05-010
Total expenses incurred by plan in this plan year2024-05-01152
Net assets as of the end of the plan year2024-05-015083337
Total assets as of the beginning of the plan year2024-05-013540947
Value of plan covered by a fidelity bond2024-05-0150000
Participant contributions to plan in this plan year2024-05-01279814
Value of participant loans at end of plan year2024-05-0139215
Other contributions to plan in this plan year2024-05-01190072
Other income to plan in this plan year2024-05-01782832
Plan net income in this plan year2024-05-011542390
Net assets as of the end of the plan year2024-05-015083337
Net assets as of the beginning of the plan year2024-05-013540947
Employer contributions to plan in this plan year2024-05-01289824
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-01152

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