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LAW OFFICES OF JEFFERY M. LEVING 401(K) PLAN 401k Plan overview

Plan NameLAW OFFICES OF JEFFERY M. LEVING 401(K) PLAN
Plan identification number 003

LAW OFFICES OF JEFFERY M. LEVING 401(K) 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.
  • 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

LAW OFFICES OF JEFFERY M. LEVING, LTD. has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF JEFFERY M. LEVING, LTD.
Employer identification number (EIN):363454053
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF JEFFERY M. LEVING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01HOWARD A. SIMON2024-08-01
0032022-01-01HOWARD A. SIMON2023-09-21
0032021-01-01HOWARD A. SIMON2022-09-07
0032020-01-01HOWARD A. SIMON2021-05-18
0032019-01-01HOWARD A. SIMON2020-04-08
0032018-01-01HOWARD A. SIMON2019-07-15
0032017-01-01HOWARD A. SIMON2018-10-01
0032016-01-01JEFFERY M. LEVING2017-10-12
0032015-01-01JEFFERY M. LEVING2016-10-14
0032014-01-01JEFFERY M LEVING2015-07-31 JEFFERY M LEVING2015-07-31
0032013-01-01JAMES ALROTH2014-10-10 JAMES ALROTH2014-10-10
0032012-01-01JEFFERY LEVING2013-10-15 JEFFERY LEVING2013-10-15
0032011-01-01JIM ALROTH2012-10-15 JIM ALROTH2012-10-15
0032010-01-01JEFFERY M. LEVING2011-07-28 JEFFERY M. LEVING2011-07-28

Financial Data on LAW OFFICES OF JEFFERY M. LEVING 401(K) PLAN

Measure Date Value
2025 : LAW OFFICES OF JEFFERY M. LEVING 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-01253297
Net assets as of the end of the plan year2025-10-017629200
Total assets as of the beginning of the plan year2025-10-016999427
Value of plan covered by a fidelity bond2025-10-01500000
Participant contributions to plan in this plan year2025-10-0190064
Value of participant loans at end of plan year2025-10-0116010
Other income to plan in this plan year2025-10-01681505
Plan net income in this plan year2025-10-01629773
Net assets as of the end of the plan year2025-10-017629200
Net assets as of the beginning of the plan year2025-10-016999427
Employer contributions to plan in this plan year2025-10-01111501
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-012681
Total liabilities as of the beginning of the plan year2025-09-260
Total expenses incurred by plan in this plan year2025-09-2692971
Net assets as of the end of the plan year2025-09-266999427
Total assets as of the beginning of the plan year2025-09-266040790
Value of plan covered by a fidelity bond2025-09-26500000
Participant contributions to plan in this plan year2025-09-2689186
Value of participant loans at end of plan year2025-09-2622870
Other contributions to plan in this plan year2025-09-2679328
Other income to plan in this plan year2025-09-26772447
Plan net income in this plan year2025-09-26958637
Net assets as of the end of the plan year2025-09-266999427
Net assets as of the beginning of the plan year2025-09-266040790
Employer contributions to plan in this plan year2025-09-26110647
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2653
2024 : LAW OFFICES OF JEFFERY M. LEVING 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-08-010
Total expenses incurred by plan in this plan year2024-08-0192971
Net assets as of the end of the plan year2024-08-017062687
Total assets as of the beginning of the plan year2024-08-016040790
Value of plan covered by a fidelity bond2024-08-01500000
Participant contributions to plan in this plan year2024-08-0189186
Value of participant loans at end of plan year2024-08-0122870
Other contributions to plan in this plan year2024-08-0179328
Other income to plan in this plan year2024-08-01772447
Plan net income in this plan year2024-08-011021897
Net assets as of the end of the plan year2024-08-017062687
Net assets as of the beginning of the plan year2024-08-016040790
Employer contributions to plan in this plan year2024-08-01173907
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-0153
2022 : LAW OFFICES OF JEFFERY M. LEVING 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-07855
Total liabilities as of the beginning of the plan year2022-09-07316
Total expenses incurred by plan in this plan year2022-09-07143262
Net assets as of the end of the plan year2022-09-076713612
Total assets as of the beginning of the plan year2022-09-076191317
Value of plan covered by a fidelity bond2022-09-07500000
Participant contributions to plan in this plan year2022-09-0777197
Value of participant loans at end of plan year2022-09-0710007
Other income to plan in this plan year2022-09-07585289
Plan net income in this plan year2022-09-07521756
Net assets as of the end of the plan year2022-09-076712757
Net assets as of the beginning of the plan year2022-09-076191001
Employer contributions to plan in this plan year2022-09-072532
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-072303

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