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THE LAW OFFICE OF ROGER J. BENNETT, P.A. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameTHE LAW OFFICE OF ROGER J. BENNETT, P.A. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

THE LAW OFFICE OF ROGER J. BENNETT, P.A. PROFIT SHARING PLAN AND TRUST 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
  • 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 OFFICE OF ROGER J. BENNETT, P.A. has sponsored the creation of one or more 401k plans.

Company Name:THE LAW OFFICE OF ROGER J. BENNETT, P.A.
Employer identification number (EIN):455482477
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW OFFICE OF ROGER J. BENNETT, P.A. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012013-01-01ROGER J. BENNETT2014-05-06
0012012-07-01ROGER J. BENNETT2013-06-20

Plan Statistics for THE LAW OFFICE OF ROGER J. BENNETT, P.A. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for THE LAW OFFICE OF ROGER J. BENNETT, P.A. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025: THE LAW OFFICE OF ROGER J. BENNETT, P.A. PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-10-106
Total number of particpants at end of year2025-10-106
Number of Participants With Account Balances2025-10-104
2024: THE LAW OFFICE OF ROGER J. BENNETT, P.A. PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-176
Total number of particpants at end of year2024-06-176
Number of Participants With Account Balances2024-06-175

Financial Data on THE LAW OFFICE OF ROGER J. BENNETT, P.A. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : THE LAW OFFICE OF ROGER J. BENNETT, P.A. PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-10165201
Net assets as of the end of the plan year2025-10-10955723
Total assets as of the beginning of the plan year2025-10-101052818
Value of plan covered by a fidelity bond2025-10-10385000
Other income to plan in this plan year2025-10-1068106
Plan net income in this plan year2025-10-10-97095
Net assets as of the end of the plan year2025-10-10955723
Net assets as of the beginning of the plan year2025-10-101052818
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1011896
2024 : THE LAW OFFICE OF ROGER J. BENNETT, P.A. PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-1793105
Total expenses incurred by plan in this plan year2024-06-1775181
Net assets as of the end of the plan year2024-06-171052818
Total assets as of the beginning of the plan year2024-06-171147413
Value of plan covered by a fidelity bond2024-06-17385000
Other income to plan in this plan year2024-06-1773691
Plan net income in this plan year2024-06-17-1490
Net assets as of the end of the plan year2024-06-171052818
Net assets as of the beginning of the plan year2024-06-171054308
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1712174

Potentially related plans

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