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DAVID W. FASSETT, JD, PLLC DEFINED BENEFIT PLAN 401k Plan overview

Plan NameDAVID W. FASSETT, JD, PLLC DEFINED BENEFIT PLAN
Plan identification number 002

DAVID W. FASSETT, JD, PLLC DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

DAVID W. FASSETT, JD, PLLC has sponsored the creation of one or more 401k plans.

Company Name:DAVID W. FASSETT, JD, PLLC
Employer identification number (EIN):274128710
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W. FASSETT, JD, PLLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DAVID W. FASSETT2023-10-13
0022021-01-01DAVID W. FASSETT2022-10-12
0022020-01-01DAVID W. FASSETT2021-10-15
0022019-01-01DAVID W. FASSETT2020-10-14
0022018-01-01DAVID W. FASSETT2019-10-08
0022017-01-01DAVID W. FASSETT2018-09-27

Financial Data on DAVID W. FASSETT, JD, PLLC DEFINED BENEFIT PLAN

Measure Date Value
2025 : DAVID W. FASSETT, JD, PLLC DEFINED BENEFIT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-145558
Net assets as of the end of the plan year2025-10-14514144
Total assets as of the beginning of the plan year2025-10-14464826
Participant contributions to plan in this plan year2025-10-140
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-1454876
Plan net income in this plan year2025-10-1449318
Net assets as of the end of the plan year2025-10-14514144
Net assets as of the beginning of the plan year2025-10-14464826
Employer contributions to plan in this plan year2025-10-140
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-145558
2022 : DAVID W. FASSETT, JD, PLLC DEFINED BENEFIT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-120
Total liabilities as of the end of the plan year2022-10-120
Total liabilities as of the beginning of the plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-128718
Net assets as of the end of the plan year2022-10-12543047
Total assets as of the beginning of the plan year2022-10-12495915
Participant contributions to plan in this plan year2022-10-120
Other expenses paid from plan in this plan year2022-10-120
Other contributions to plan in this plan year2022-10-120
Other income to plan in this plan year2022-10-1255850
Plan net income in this plan year2022-10-1247132
Net assets as of the end of the plan year2022-10-12543047
Net assets as of the beginning of the plan year2022-10-12495915
Employer contributions to plan in this plan year2022-10-120
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-128718

Potentially related plans

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