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THE LAW OFFICES OF RANDAL S. REEP, P.A. CASH BALANCE PLAN 401k Plan overview

Plan NameTHE LAW OFFICES OF RANDAL S. REEP, P.A. CASH BALANCE PLAN
Plan identification number 001

THE LAW OFFICES OF RANDAL S. REEP, P.A. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • 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
  • 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 OFFICES OF RANDAL S. REEP, P.A. has sponsored the creation of one or more 401k plans.

Company Name:THE LAW OFFICES OF RANDAL S. REEP, P.A.
Employer identification number (EIN):452577842
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about THE LAW OFFICES OF RANDAL S. REEP, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2011-06-20
Company Identification Number: P11000056766
Legal Registered Office Address: 300 W. Adams Street

JACKSONVILLE

32202

More information about THE LAW OFFICES OF RANDAL S. REEP, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW OFFICES OF RANDAL S. REEP, P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01RANDAL REEP2019-09-09
0012017-01-01RANDAL REEP2018-09-21
0012017-01-01

Financial Data on THE LAW OFFICES OF RANDAL S. REEP, P.A. CASH BALANCE PLAN

Measure Date Value
2025 : THE LAW OFFICES OF RANDAL S. REEP, P.A. CASH BALANCE PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-161360
Net assets as of the end of the plan year2025-09-16218460
Total assets as of the beginning of the plan year2025-09-16162681
Value of plan covered by a fidelity bond2025-09-1680000
Other income to plan in this plan year2025-09-1620191
Plan net income in this plan year2025-09-1655779
Net assets as of the end of the plan year2025-09-16218460
Net assets as of the beginning of the plan year2025-09-16162681
Employer contributions to plan in this plan year2025-09-1636948
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-161360
Total expenses incurred by plan in this plan year2025-04-07638
Net assets as of the end of the plan year2025-04-07162681
Total assets as of the beginning of the plan year2025-04-07113893
Value of plan covered by a fidelity bond2025-04-0780000
Other income to plan in this plan year2025-04-078874
Plan net income in this plan year2025-04-0748788
Net assets as of the end of the plan year2025-04-07162681
Net assets as of the beginning of the plan year2025-04-07113893
Employer contributions to plan in this plan year2025-04-0740552
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-07638
2023 : THE LAW OFFICES OF RANDAL S. REEP, P.A. CASH BALANCE PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-02-10585
Net assets as of the end of the plan year2023-02-10107042
Total assets as of the beginning of the plan year2023-02-1065778
Value of plan covered by a fidelity bond2023-02-1080000
Other income to plan in this plan year2023-02-108041
Plan net income in this plan year2023-02-1041264
Net assets as of the end of the plan year2023-02-10107042
Net assets as of the beginning of the plan year2023-02-1065778
Employer contributions to plan in this plan year2023-02-1033808

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