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THE HELLER LAW FIRM 401(K) PLAN 401k Plan overview

Plan NameTHE HELLER LAW FIRM 401(K) PLAN
Plan identification number 001

THE HELLER LAW FIRM 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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 HELLER LAW FIRM, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE HELLER LAW FIRM, LLC
Employer identification number (EIN):464789755
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HELLER LAW FIRM 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SALLY I. HELLER2024-07-08
0012022-01-01SALLY I. HELLER2023-07-06
0012021-01-01SALLY I. HELLER2022-05-27
0012020-01-01SALLY I. HELLER2021-05-19
0012019-01-01SALLY I. HELLER2020-05-04
0012018-01-01SALLY I. HELLER2019-05-08
0012017-01-01SALLY I. HELLER2018-04-23
0012016-01-01SALLY I. HELLER2017-07-07
0012015-01-01
0012014-07-01SALLY I HELLER2015-07-15

Financial Data on THE HELLER LAW FIRM 401(K) PLAN

Measure Date Value
2025 : THE HELLER LAW FIRM 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-2540
Net assets as of the end of the plan year2025-06-251678650
Total assets as of the beginning of the plan year2025-06-251343849
Value of plan covered by a fidelity bond2025-06-2556000
Participant contributions to plan in this plan year2025-06-2534338
Other income to plan in this plan year2025-06-25291189
Plan net income in this plan year2025-06-25334801
Net assets as of the end of the plan year2025-06-251678650
Net assets as of the beginning of the plan year2025-06-251343849
Employer contributions to plan in this plan year2025-06-259314
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2540
2024 : THE HELLER LAW FIRM 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-0840
Net assets as of the end of the plan year2024-07-081343849
Total assets as of the beginning of the plan year2024-07-081025586
Value of plan covered by a fidelity bond2024-07-0856000
Participant contributions to plan in this plan year2024-07-0835741
Other income to plan in this plan year2024-07-08277224
Plan net income in this plan year2024-07-08318263
Net assets as of the end of the plan year2024-07-081343849
Net assets as of the beginning of the plan year2024-07-081025586
Employer contributions to plan in this plan year2024-07-085338
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0840
2022 : THE HELLER LAW FIRM 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-2740
Net assets as of the end of the plan year2022-05-271262519
Total assets as of the beginning of the plan year2022-05-271022425
Value of plan covered by a fidelity bond2022-05-2756000
Participant contributions to plan in this plan year2022-05-2728733
Other income to plan in this plan year2022-05-27208024
Plan net income in this plan year2022-05-27240094
Net assets as of the end of the plan year2022-05-271262519
Net assets as of the beginning of the plan year2022-05-271022425
Employer contributions to plan in this plan year2022-05-273377
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-2740

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