401k Plan data: SIMPKINS & ASSOCIATES RETIREMENT PLAN EXCHANGE FOR KOREY LAW, LLC plan

SIMPKINS & ASSOCIATES RETIREMENT PLAN EXCHANGE FOR KOREY LAW, LLC 401k Plan overview

Plan Name	SIMPKINS & ASSOCIATES RETIREMENT PLAN EXCHANGE FOR KOREY LAW, LLC
Plan identification number	001

SIMPKINS & ASSOCIATES RETIREMENT PLAN EXCHANGE FOR KOREY LAW, LLC 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.
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

KOREY LAW, LLC has sponsored the creation of one or more 401k plans.

Company Name: KOREY LAW, LLC

Employer identification number (EIN): 271527999

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMPKINS & ASSOCIATES RETIREMENT PLAN EXCHANGE FOR KOREY LAW, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 FIDUCIARY SERVICES 2023-03-31
001 2021-01-01 FIDUCIARY SERVICES 2022-06-16
001 2020-01-01 FIDUCIARY SERVICES 2021-05-05
001 2019-01-01 FIDUCIARY SERVICES 2020-10-15
001 2018-01-01 LENNA THOMAS 2019-09-27
001 2018-01-01 FIDUCIARY SERVICES 2020-10-15
001 2017-01-01 STEVEN STOUT 2018-06-29
001 2016-01-01 ANDY LOVELL 2017-07-27
001 2015-01-01 LYNNE MCAULEY 2016-10-10
001 2014-01-01 LYNNE MCAULEY 2015-07-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	FIDUCIARY SERVICES	2023-03-31
001	2021-01-01	FIDUCIARY SERVICES	2022-06-16
001	2020-01-01	FIDUCIARY SERVICES	2021-05-05
001	2019-01-01	FIDUCIARY SERVICES	2020-10-15
001	2018-01-01	LENNA THOMAS	2019-09-27
001	2018-01-01	FIDUCIARY SERVICES	2020-10-15
001	2017-01-01	STEVEN STOUT	2018-06-29
001	2016-01-01	ANDY LOVELL	2017-07-27
001	2015-01-01	LYNNE MCAULEY	2016-10-10
001	2014-01-01	LYNNE MCAULEY	2015-07-21

Financial Data on SIMPKINS & ASSOCIATES RETIREMENT PLAN EXCHANGE FOR KOREY LAW, LLC

Measure	Date	Value
2022 : SIMPKINS & ASSOCIATES RETIREMENT PLAN EXCHANGE FOR KOREY LAW, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-06-16	36013
Net assets as of the end of the plan year	2022-06-16	713473
Total assets as of the beginning of the plan year	2022-06-16	566215
Value of plan covered by a fidelity bond	2022-06-16	70000
Participant contributions to plan in this plan year	2022-06-16	113302
Other income to plan in this plan year	2022-06-16	69969
Plan net income in this plan year	2022-06-16	147258
Net assets as of the end of the plan year	2022-06-16	713473
Net assets as of the beginning of the plan year	2022-06-16	566215
Value of contributions failed to transmitted timely	2022-06-16	5427

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Company Name:	KOREY LAW, LLC
Employer identification number (EIN):	271527999
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers