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LAW OFFICES OF SUZANNE L. ROTHWELL LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLAW OFFICES OF SUZANNE L. ROTHWELL LLC 401(K) PROFIT SHARING PLAN
Plan identification number 002

LAW OFFICES OF SUZANNE L. ROTHWELL LLC 401(K) 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
  • 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.
  • 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.

401k Sponsoring company profile

LAW OFFICES OF SUZANNE L. ROTHWELL LLC has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF SUZANNE L. ROTHWELL LLC
Employer identification number (EIN):452884022
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF SUZANNE L. ROTHWELL LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01

Financial Data on LAW OFFICES OF SUZANNE L. ROTHWELL LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : LAW OFFICES OF SUZANNE L. ROTHWELL LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-260
Total liabilities as of the beginning of the plan year2025-09-260
Total expenses incurred by plan in this plan year2025-09-260
Net assets as of the end of the plan year2025-09-26351951
Total assets as of the beginning of the plan year2025-09-26246753
Value of plan covered by a fidelity bond2025-09-2630000
Participant contributions to plan in this plan year2025-09-2623600
Other expenses paid from plan in this plan year2025-09-260
Other contributions to plan in this plan year2025-09-260
Other income to plan in this plan year2025-09-2633341
Plan net income in this plan year2025-09-26105198
Net assets as of the end of the plan year2025-09-26351951
Net assets as of the beginning of the plan year2025-09-26246753
Employer contributions to plan in this plan year2025-09-2648257
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-260
2024 : LAW OFFICES OF SUZANNE L. ROTHWELL LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-080
Net assets as of the end of the plan year2024-10-08246753
Total assets as of the beginning of the plan year2024-10-08157154
Value of plan covered by a fidelity bond2024-10-0820000
Participant contributions to plan in this plan year2024-10-0823100
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-080
Other income to plan in this plan year2024-10-0820894
Plan net income in this plan year2024-10-0889599
Net assets as of the end of the plan year2024-10-08246753
Net assets as of the beginning of the plan year2024-10-08157154
Employer contributions to plan in this plan year2024-10-0845605
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-080

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