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THE LAW FIRM OF CRAIG J. PETERSON LLC 401k Plan overview

Plan NameTHE LAW FIRM OF CRAIG J. PETERSON LLC
Plan identification number 001

THE LAW FIRM OF CRAIG J. PETERSON LLC 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
  • 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.
  • 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 FIRM OF CRAIG J. PETERSON L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:THE LAW FIRM OF CRAIG J. PETERSON L.L.C.
Employer identification number (EIN):463728562
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW FIRM OF CRAIG J. PETERSON LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TARA EVANS, FOR TAG RESOURCES2024-10-08

Financial Data on THE LAW FIRM OF CRAIG J. PETERSON LLC

Measure Date Value
2025 : THE LAW FIRM OF CRAIG J. PETERSON LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-057427
Net assets as of the end of the plan year2025-09-05555981
Total assets as of the beginning of the plan year2025-09-05479647
Value of plan covered by a fidelity bond2025-09-05500000
Participant contributions to plan in this plan year2025-09-0522839
Other income to plan in this plan year2025-09-0558297
Plan net income in this plan year2025-09-0576334
Net assets as of the end of the plan year2025-09-05555981
Net assets as of the beginning of the plan year2025-09-05479647
Employer contributions to plan in this plan year2025-09-052625
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-057427
2024 : THE LAW FIRM OF CRAIG J. PETERSON LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-085030
Net assets as of the end of the plan year2024-10-08479647
Total assets as of the beginning of the plan year2024-10-08381009
Value of plan covered by a fidelity bond2024-10-08500000
Participant contributions to plan in this plan year2024-10-0832497
Other income to plan in this plan year2024-10-0865665
Plan net income in this plan year2024-10-0898638
Net assets as of the end of the plan year2024-10-08479647
Net assets as of the beginning of the plan year2024-10-08381009
Employer contributions to plan in this plan year2024-10-085506
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-085030

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