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SAN DIEGO VOLUNTEER LAWYER PROGRAM 401k Plan overview

Plan NameSAN DIEGO VOLUNTEER LAWYER PROGRAM
Plan identification number 001

SAN DIEGO VOLUNTEER LAWYER PROGRAM 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

SAN DIEGO VOLUNTEER LAWYER PROGR has sponsored the creation of one or more 401k plans.

Company Name:SAN DIEGO VOLUNTEER LAWYER PROGR
Employer identification number (EIN):330016681
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO VOLUNTEER LAWYER PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CRAIG FRANKE2023-09-27
0012021-01-01JENNIFER L. NELSON2022-10-05 JENNIFER L. NELSON2022-10-05
0012020-01-01AMY J FITZPATRICK2021-07-22 AMY J. FITZPATRICK2021-07-22
0012019-01-01AMY FITZPATRICK2020-07-22 AMY FITZPATRICK2020-07-22
0012018-01-01AMY FITZPATRICK2019-07-17 AMY FITZPATRICK2019-07-17
0012017-01-01AMY J. FITZPATRICK2018-06-29 AMY J. FITZPATRICK2018-06-29
0012016-01-01AMY FITZPATRICK2017-10-02 AMY FITZPATRICK2017-10-02
0012016-01-01AMY FITZPATRICK2017-07-18 AMY FITZPATRICK2017-07-18
0012015-07-01AMY J. FITZPATRICK
0012014-07-01AMY J. FITZPATRICK SAN DIEGO VOLUNTEER LAWYER PROGRAM2016-01-05
0012013-07-01AMY J. FITZPATRICK
0012012-07-01AMY J. FITZPATRICK AMY J. FITZPATRICK2014-01-21
0012011-07-01AMY J. FITZPATRICK AMY FITZPATRICK2014-01-08
0012009-07-01AMY J. FITZPATRICK AMY J. FITZPATRICK2011-01-26

Plan Statistics for SAN DIEGO VOLUNTEER LAWYER PROGRAM

401k plan membership statisitcs for SAN DIEGO VOLUNTEER LAWYER PROGRAM

Measure Date Value
2015: SAN DIEGO VOLUNTEER LAWYER PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-07-0121
Total number of active participants reported on line 7a of the Form 55002015-07-0119
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-015
Total of all active and inactive participants2015-07-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-0125
Number of participants with account balances2015-07-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: SAN DIEGO VOLUNTEER LAWYER PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-07-0119
Total number of active participants reported on line 7a of the Form 55002014-07-0116
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-015
Total of all active and inactive participants2014-07-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-0122
Number of participants with account balances2014-07-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
2013: SAN DIEGO VOLUNTEER LAWYER PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-07-0117
Total number of active participants reported on line 7a of the Form 55002013-07-0118
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-016
Total of all active and inactive participants2013-07-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-0125
Number of participants with account balances2013-07-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: SAN DIEGO VOLUNTEER LAWYER PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-07-0115
Total number of active participants reported on line 7a of the Form 55002012-07-0116
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-016
Total of all active and inactive participants2012-07-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0122
Number of participants with account balances2012-07-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: SAN DIEGO VOLUNTEER LAWYER PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-07-0113
Total number of active participants reported on line 7a of the Form 55002011-07-0113
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-016
Total of all active and inactive participants2011-07-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0119
Number of participants with account balances2011-07-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: SAN DIEGO VOLUNTEER LAWYER PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-07-0119
Total number of active participants reported on line 7a of the Form 55002009-07-0111
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-017
Total of all active and inactive participants2009-07-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0118
Number of participants with account balances2009-07-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on SAN DIEGO VOLUNTEER LAWYER PROGRAM

Measure Date Value
2015 : SAN DIEGO VOLUNTEER LAWYER PROGRAM 2015 401k financial data
Total income from all sources2015-12-31$27,611
Expenses. Total of all expenses incurred2015-12-31$6,323
Benefits paid (including direct rollovers)2015-12-31$6,323
Total plan assets at end of year2015-12-31$767,294
Total plan assets at beginning of year2015-12-31$746,006
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$29,614
Other income received2015-12-31$-8,667
Net income (gross income less expenses)2015-12-31$21,288
Net plan assets at end of year (total assets less liabilities)2015-12-31$767,294
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$746,006
Total contributions received or receivable from employer(s)2015-12-31$6,664
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Total income from all sources2015-06-30$97,632
Expenses. Total of all expenses incurred2015-06-30$5,217
Benefits paid (including direct rollovers)2015-06-30$5,123
Total plan assets at end of year2015-06-30$746,006
Total plan assets at beginning of year2015-06-30$653,591
Total contributions received or receivable from participants2015-06-30$62,103
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$20,511
Net income (gross income less expenses)2015-06-30$92,415
Net plan assets at end of year (total assets less liabilities)2015-06-30$746,006
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$653,591
Assets. Value of participant loans2015-06-30$0
Total contributions received or receivable from employer(s)2015-06-30$15,018
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$94
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$0
Amount contributed by the employer to the plan for this plan year2015-06-30$0
2014 : SAN DIEGO VOLUNTEER LAWYER PROGRAM 2014 401k financial data
Total income from all sources2014-06-30$134,179
Expenses. Total of all expenses incurred2014-06-30$18,029
Benefits paid (including direct rollovers)2014-06-30$18,029
Total plan assets at end of year2014-06-30$653,591
Total plan assets at beginning of year2014-06-30$537,441
Total contributions received or receivable from participants2014-06-30$70,042
Expenses. Other expenses not covered elsewhere2014-06-30$0
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$56,012
Net income (gross income less expenses)2014-06-30$116,150
Net plan assets at end of year (total assets less liabilities)2014-06-30$653,591
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$537,441
Assets. Value of participant loans2014-06-30$0
Total contributions received or receivable from employer(s)2014-06-30$8,125
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$0
Amount contributed by the employer to the plan for this plan year2014-06-30$0
2013 : SAN DIEGO VOLUNTEER LAWYER PROGRAM 2013 401k financial data
Total income from all sources2013-06-30$112,799
Expenses. Total of all expenses incurred2013-06-30$11,768
Benefits paid (including direct rollovers)2013-06-30$11,768
Total plan assets at end of year2013-06-30$537,441
Total plan assets at beginning of year2013-06-30$436,410
Total contributions received or receivable from participants2013-06-30$59,826
Expenses. Other expenses not covered elsewhere2013-06-30$0
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$33,912
Net income (gross income less expenses)2013-06-30$101,031
Net plan assets at end of year (total assets less liabilities)2013-06-30$537,441
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$436,410
Assets. Value of participant loans2013-06-30$0
Total contributions received or receivable from employer(s)2013-06-30$19,061
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
2012 : SAN DIEGO VOLUNTEER LAWYER PROGRAM 2012 401k financial data
Total income from all sources2012-06-30$53,147
Expenses. Total of all expenses incurred2012-06-30$4,642
Benefits paid (including direct rollovers)2012-06-30$1,711
Total plan assets at end of year2012-06-30$436,410
Total plan assets at beginning of year2012-06-30$387,905
Total contributions received or receivable from participants2012-06-30$35,808
Expenses. Other expenses not covered elsewhere2012-06-30$0
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$8,351
Net income (gross income less expenses)2012-06-30$48,505
Net plan assets at end of year (total assets less liabilities)2012-06-30$436,410
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$387,905
Assets. Value of participant loans2012-06-30$0
Total contributions received or receivable from employer(s)2012-06-30$8,988
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$2,931
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$0
Amount contributed by the employer to the plan for this plan year2012-06-30$0
2011 : SAN DIEGO VOLUNTEER LAWYER PROGRAM 2011 401k financial data
Total income from all sources2011-06-30$89,057
Expenses. Total of all expenses incurred2011-06-30$27,494
Benefits paid (including direct rollovers)2011-06-30$27,494
Total plan assets at end of year2011-06-30$387,905
Total plan assets at beginning of year2011-06-30$326,342
Total contributions received or receivable from participants2011-06-30$42,654
Expenses. Other expenses not covered elsewhere2011-06-30$0
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$36,723
Net income (gross income less expenses)2011-06-30$61,563
Net plan assets at end of year (total assets less liabilities)2011-06-30$387,905
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$326,342
Assets. Value of participant loans2011-06-30$0
Total contributions received or receivable from employer(s)2011-06-30$9,680
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$0
Amount contributed by the employer to the plan for this plan year2011-06-30$0
2010 : SAN DIEGO VOLUNTEER LAWYER PROGRAM 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$0
Amount contributed by the employer to the plan for this plan year2010-06-30$0

Form 5500 Responses for SAN DIEGO VOLUNTEER LAWYER PROGRAM

2015: SAN DIEGO VOLUNTEER LAWYER PROGRAM 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SAN DIEGO VOLUNTEER LAWYER PROGRAM 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SAN DIEGO VOLUNTEER LAWYER PROGRAM 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SAN DIEGO VOLUNTEER LAWYER PROGRAM 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SAN DIEGO VOLUNTEER LAWYER PROGRAM 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: SAN DIEGO VOLUNTEER LAWYER PROGRAM 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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