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THE LAW OFFICE OF BENJAMIN Y G 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameTHE LAW OFFICE OF BENJAMIN Y G 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

THE LAW OFFICE OF BENJAMIN Y G 401 K PROFIT SHARING PLAN TRUST 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 OFFICE OF BENJAMIN Y G has sponsored the creation of one or more 401k plans.

Company Name:THE LAW OFFICE OF BENJAMIN Y G
Employer identification number (EIN):320299044
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW OFFICE OF BENJAMIN Y G 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01JULIE S POSKE2020-10-14
0012018-01-01BEN GERBER2019-07-31
0012017-01-01BEN GERBER2018-07-19
0012016-01-01BEN GERBER2017-08-02
0012015-01-01BEN GERBER2016-08-12
0012014-01-01BEN GERBER2015-06-09
0012013-01-01BENJAMIN GERBER2014-07-22

Financial Data on THE LAW OFFICE OF BENJAMIN Y G 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : THE LAW OFFICE OF BENJAMIN Y G 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-010
Total liabilities as of the end of the plan year2025-10-010
Total liabilities as of the beginning of the plan year2025-10-010
Total expenses incurred by plan in this plan year2025-10-01270632
Net assets as of the end of the plan year2025-10-011986861
Total assets as of the beginning of the plan year2025-10-011770373
Value of plan covered by a fidelity bond2025-10-01198686
Participant contributions to plan in this plan year2025-10-01134037
Value of participant loans at end of plan year2025-10-012736
Other expenses paid from plan in this plan year2025-10-010
Other contributions to plan in this plan year2025-10-010
Other income to plan in this plan year2025-10-01245290
Plan net income in this plan year2025-10-01216488
Net assets as of the end of the plan year2025-10-011986861
Net assets as of the beginning of the plan year2025-10-011770373
Employer contributions to plan in this plan year2025-10-01107793
Fees paid to broker by Benefit Provider2025-10-0113470
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0122282
2024 : THE LAW OFFICE OF BENJAMIN Y G 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-070
Total liabilities as of the end of the plan year2024-10-070
Total liabilities as of the beginning of the plan year2024-10-070
Total expenses incurred by plan in this plan year2024-10-072023
Net assets as of the end of the plan year2024-10-071770373
Total assets as of the beginning of the plan year2024-10-071220253
Value of plan covered by a fidelity bond2024-10-07177037
Participant contributions to plan in this plan year2024-10-07146837
Value of participant loans at end of plan year2024-10-073308
Other expenses paid from plan in this plan year2024-10-070
Other contributions to plan in this plan year2024-10-0726610
Other income to plan in this plan year2024-10-07261884
Plan net income in this plan year2024-10-07550120
Net assets as of the end of the plan year2024-10-071770373
Net assets as of the beginning of the plan year2024-10-071220253
Employer contributions to plan in this plan year2024-10-07116812
Fees paid to broker by Benefit Provider2024-10-0710459
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-072023
2022 : THE LAW OFFICE OF BENJAMIN Y G 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-290
Total liabilities as of the end of the plan year2022-09-290
Total liabilities as of the beginning of the plan year2022-09-290
Total expenses incurred by plan in this plan year2022-09-29316
Net assets as of the end of the plan year2022-09-291197828
Total assets as of the beginning of the plan year2022-09-29869526
Value of plan covered by a fidelity bond2022-09-29119783
Participant contributions to plan in this plan year2022-09-29104280
Value of participant loans at end of plan year2022-09-294640
Other expenses paid from plan in this plan year2022-09-290
Other contributions to plan in this plan year2022-09-290
Other income to plan in this plan year2022-09-29151921
Plan net income in this plan year2022-09-29328302
Net assets as of the end of the plan year2022-09-291197828
Net assets as of the beginning of the plan year2022-09-29869526
Value of contributions failed to transmitted timely2022-09-290
Employer contributions to plan in this plan year2022-09-2972417
Fees paid to broker by Benefit Provider2022-09-297059
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-2973

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