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ALLEN & WEAVER 401K 401k Plan overview

Plan NameALLEN & WEAVER 401K
Plan identification number 001

ALLEN & WEAVER 401K Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

ALLEN & WEAVER, PC has sponsored the creation of one or more 401k plans.

Company Name:ALLEN & WEAVER, PC
Employer identification number (EIN):453041035
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEN & WEAVER 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRANDON WEAVER2024-07-17
0012022-01-01BRANDON WEAVER2023-07-19
0012021-01-01BRANDON WEAVER2022-05-23
0012020-01-01BRANDON WEAVER2021-05-14
0012019-07-01BRANDON WEAVER2020-04-27

Plan Statistics for ALLEN & WEAVER 401K

401k plan membership statisitcs for ALLEN & WEAVER 401K

Measure Date Value
2025: ALLEN & WEAVER 401K 2025 401k membership
Total number of particpants at beginning of year2025-06-245
Total number of particpants at end of year2025-06-246
Number of Participants With Account Balances2025-06-245
2024: ALLEN & WEAVER 401K 2024 401k membership
Total number of particpants at beginning of year2024-07-175
Total number of particpants at end of year2024-07-175
Number of Participants With Account Balances2024-07-173
2022: ALLEN & WEAVER 401K 2022 401k membership
Total number of particpants at beginning of year2022-05-234
Total number of particpants at end of year2022-05-235
Number of Participants With Account Balances2022-05-234

Financial Data on ALLEN & WEAVER 401K

Measure Date Value
2025 : ALLEN & WEAVER 401K 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-2480
Net assets as of the end of the plan year2025-06-2461487
Total assets as of the beginning of the plan year2025-06-2438447
Value of plan covered by a fidelity bond2025-06-245000
Participant contributions to plan in this plan year2025-06-247954
Other income to plan in this plan year2025-06-248364
Plan net income in this plan year2025-06-2423040
Net assets as of the end of the plan year2025-06-2461487
Net assets as of the beginning of the plan year2025-06-2438447
Employer contributions to plan in this plan year2025-06-246802
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2480
2024 : ALLEN & WEAVER 401K 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1761
Net assets as of the end of the plan year2024-07-1738447
Total assets as of the beginning of the plan year2024-07-1720381
Value of plan covered by a fidelity bond2024-07-175000
Participant contributions to plan in this plan year2024-07-176396
Other income to plan in this plan year2024-07-175907
Plan net income in this plan year2024-07-1718066
Net assets as of the end of the plan year2024-07-1738447
Net assets as of the beginning of the plan year2024-07-1720381
Employer contributions to plan in this plan year2024-07-175824
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1761
2022 : ALLEN & WEAVER 401K 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-2350
Net assets as of the end of the plan year2022-05-239724
Total assets as of the beginning of the plan year2022-05-233984
Value of plan covered by a fidelity bond2022-05-235000
Participant contributions to plan in this plan year2022-05-232668
Other income to plan in this plan year2022-05-23975
Plan net income in this plan year2022-05-235740
Net assets as of the end of the plan year2022-05-239724
Net assets as of the beginning of the plan year2022-05-233984
Value of funding deficiency2022-05-230
Employer contributions to plan in this plan year2022-05-232147
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-2350

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