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DAVID R. BOSSART LAW FIRM, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID R. BOSSART LAW FIRM, P.C. PROFIT SHARING PLAN
Plan identification number 001

DAVID R. BOSSART LAW FIRM, P.C. PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

DAVID R. BOSSART LAW FIRM, P.C. has sponsored the creation of one or more 401k plans.

Company Name:DAVID R. BOSSART LAW FIRM, P.C.
Employer identification number (EIN):450447664
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID R. BOSSART LAW FIRM, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SUSAN MCKIGNEY2023-03-31 SUSAN MCKIGNEY2023-03-31
0012021-01-01SUSAN MCKIGNEY2022-05-31 SUSAN MCKIGNEY2022-05-31
0012020-01-01SUSAN MCKIGNEY2021-04-09 SUSAN MCKIGNEY2021-04-09
0012019-01-01SUSAN MCKIGNEY2020-02-11 SUSAN MCKIGNEY2020-02-11
0012018-01-01SUSAN MCKIGNEY2019-05-14 SUSAN MCKIGNEY2019-05-14
0012017-01-01SUSAN MCKIGNEY2018-03-29 SUSAN MCKIGNEY2018-03-29
0012016-01-01SUSAN MCKIGNEY2017-01-23 SUSAN MCKIGNEY2017-01-23
0012015-01-01SUSAN MCKIGNEY2016-09-13 SUSAN MCKIGNEY2016-09-13
0012014-01-01SUSAN MCKIGNEY2015-09-04 SUSAN MCKIGNEY2015-09-04
0012013-01-01SUSAN MCKIGNEY2014-05-30 SUSAN MCKIGNEY2014-05-30
0012012-01-01SUSAN MCKIGNEY2013-05-23 SUSAN MCKIGNEY2013-05-23
0012011-01-01SUSAN MCKIGNEY2012-10-04 SUSAN MCKIGNEY2012-10-04
0012010-01-01SUSAN MCKIGNEY2011-10-05 SUSAN MCKIGNEY2011-10-05

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