Logo

LAW OFFICE OF DAVID M. HOULISTON 401(K) PLAN 401k Plan overview

Plan NameLAW OFFICE OF DAVID M. HOULISTON 401(K) PLAN
Plan identification number 002

LAW OFFICE OF DAVID M. HOULISTON 401(K) 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
  • 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

LAW OFFICE OF DAVID M. HOULISTON, LLC has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF DAVID M. HOULISTON, LLC
Employer identification number (EIN):464519946
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF DAVID M. HOULISTON 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DAVID HOULISTON2024-04-15 DAVID HOULISTON2024-04-15
0022022-01-01DAVID HOULISTON2023-10-03 DAVID HOULISTON2023-10-03
0022021-01-01DAVID HOULISTON2022-10-07 DAVID HOULISTON2022-10-07
0022020-01-01DAVID HOULISTON2021-10-11 DAVID HOULISTON2021-10-11

Financial Data on LAW OFFICE OF DAVID M. HOULISTON 401(K) PLAN

Measure Date Value
2025 : LAW OFFICE OF DAVID M. HOULISTON 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-010
Total liabilities as of the end of the plan year2025-10-010
Total liabilities as of the beginning of the plan year2025-10-010
Total expenses incurred by plan in this plan year2025-10-016357
Net assets as of the end of the plan year2025-10-01449397
Total assets as of the beginning of the plan year2025-10-01318932
Value of plan covered by a fidelity bond2025-10-01385000
Participant contributions to plan in this plan year2025-10-0165416
Other expenses paid from plan in this plan year2025-10-010
Other contributions to plan in this plan year2025-10-010
Other income to plan in this plan year2025-10-0147445
Plan net income in this plan year2025-10-01130465
Net assets as of the end of the plan year2025-10-01449397
Net assets as of the beginning of the plan year2025-10-01318932
Employer contributions to plan in this plan year2025-10-0123961
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-016357
2024 : LAW OFFICE OF DAVID M. HOULISTON 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-150
Total liabilities as of the end of the plan year2024-04-150
Total liabilities as of the beginning of the plan year2024-04-150
Total expenses incurred by plan in this plan year2024-04-155672
Net assets as of the end of the plan year2024-04-15318932
Total assets as of the beginning of the plan year2024-04-15196691
Value of plan covered by a fidelity bond2024-04-15385000
Participant contributions to plan in this plan year2024-04-1564177
Other expenses paid from plan in this plan year2024-04-155672
Other contributions to plan in this plan year2024-04-150
Other income to plan in this plan year2024-04-1540192
Plan net income in this plan year2024-04-15122241
Net assets as of the end of the plan year2024-04-15318932
Net assets as of the beginning of the plan year2024-04-15196691
Employer contributions to plan in this plan year2024-04-1523544
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-150
2022 : LAW OFFICE OF DAVID M. HOULISTON 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-070
Total liabilities as of the end of the plan year2022-10-070
Total liabilities as of the beginning of the plan year2022-10-070
Total expenses incurred by plan in this plan year2022-10-077815
Net assets as of the end of the plan year2022-10-07146046
Total assets as of the beginning of the plan year2022-10-0772617
Value of plan covered by a fidelity bond2022-10-07385000
Participant contributions to plan in this plan year2022-10-0756061
Other expenses paid from plan in this plan year2022-10-070
Other contributions to plan in this plan year2022-10-070
Other income to plan in this plan year2022-10-0711394
Plan net income in this plan year2022-10-0773429
Net assets as of the end of the plan year2022-10-07146046
Net assets as of the beginning of the plan year2022-10-0772617
Value of contributions failed to transmitted timely2022-10-0729
Employer contributions to plan in this plan year2022-10-0713789
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-072904

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1