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THE LAW OFFICE OF PATRICK J SODORO LLC 401K PLAN 401k Plan overview

Plan NameTHE LAW OFFICE OF PATRICK J SODORO LLC 401K PLAN
Plan identification number 001

THE LAW OFFICE OF PATRICK J SODORO LLC 401K PLAN 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 PATRICK J SODO has sponsored the creation of one or more 401k plans.

Company Name:THE LAW OFFICE OF PATRICK J SODO
Employer identification number (EIN):462186167
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW OFFICE OF PATRICK J SODORO LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KELSEY GAZDA2024-06-12
0012022-01-01KELSEY GAZDA2023-06-02
0012021-01-01KELSEY GAZDA2023-01-31
0012019-01-01KELSEY LASSEK2023-02-20 KELSEY LASSEK2023-02-20

Financial Data on THE LAW OFFICE OF PATRICK J SODORO LLC 401K PLAN

Measure Date Value
2025 : THE LAW OFFICE OF PATRICK J SODORO LLC 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-29176348
Net assets as of the end of the plan year2025-05-29467909
Total assets as of the beginning of the plan year2025-05-29453442
Value of plan covered by a fidelity bond2025-05-2946000
Participant contributions to plan in this plan year2025-05-29122624
Value of participant loans at end of plan year2025-05-290
Other contributions to plan in this plan year2025-05-292517
Other income to plan in this plan year2025-05-2965674
Plan net income in this plan year2025-05-2914467
Net assets as of the end of the plan year2025-05-29467909
Net assets as of the beginning of the plan year2025-05-29453442
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-292643
2024 : THE LAW OFFICE OF PATRICK J SODORO LLC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-1241314
Net assets as of the end of the plan year2024-06-12453442
Total assets as of the beginning of the plan year2024-06-12314347
Value of plan covered by a fidelity bond2024-06-1232000
Participant contributions to plan in this plan year2024-06-12112874
Value of participant loans at end of plan year2024-06-1210000
Other income to plan in this plan year2024-06-1267535
Plan net income in this plan year2024-06-12139095
Net assets as of the end of the plan year2024-06-12453442
Net assets as of the beginning of the plan year2024-06-12314347
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-122087

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