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LAW OFFICE OF EVERETT CARBAJAL 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameLAW OFFICE OF EVERETT CARBAJAL 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

LAW OFFICE OF EVERETT CARBAJAL 401 K PROFIT SHARING PLAN 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
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 EVERETT CARBAJAL has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF EVERETT CARBAJAL
Employer identification number (EIN):465080149
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF EVERETT CARBAJAL 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SERGIO LEIS2024-05-11
0012022-01-01SERGIO LEIS2023-05-06
0012021-01-01SERGIO LEIS2022-04-16
0012020-01-01SERGIO LEIS2021-04-17
0012019-01-01SERGIO LEIS2020-04-19
0012018-01-01SERGIO LEIS2019-03-28
0012017-01-01SERGIO LEIS2018-05-13
0012016-01-01SERGIO LEIS2017-07-03

Plan Statistics for LAW OFFICE OF EVERETT CARBAJAL 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for LAW OFFICE OF EVERETT CARBAJAL 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: LAW OFFICE OF EVERETT CARBAJAL 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-05-102
Total number of particpants at end of year2025-05-102
Number of Participants With Account Balances2025-05-102
2024: LAW OFFICE OF EVERETT CARBAJAL 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-05-112
Total number of particpants at end of year2024-05-112
Number of Participants With Account Balances2024-05-112

Financial Data on LAW OFFICE OF EVERETT CARBAJAL 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : LAW OFFICE OF EVERETT CARBAJAL 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-100
Total liabilities as of the end of the plan year2025-05-100
Total liabilities as of the beginning of the plan year2025-05-100
Total expenses incurred by plan in this plan year2025-05-1060
Net assets as of the end of the plan year2025-05-101149624
Total assets as of the beginning of the plan year2025-05-10821394
Value of plan covered by a fidelity bond2025-05-1082139
Participant contributions to plan in this plan year2025-05-1055409
Value of participant loans at end of plan year2025-05-1039267
Other expenses paid from plan in this plan year2025-05-100
Other contributions to plan in this plan year2025-05-100
Other income to plan in this plan year2025-05-10262243
Plan net income in this plan year2025-05-10328230
Net assets as of the end of the plan year2025-05-101149624
Net assets as of the beginning of the plan year2025-05-10821394
Employer contributions to plan in this plan year2025-05-1010638
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1060
2024 : LAW OFFICE OF EVERETT CARBAJAL 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-110
Total liabilities as of the end of the plan year2024-05-110
Total liabilities as of the beginning of the plan year2024-05-110
Total expenses incurred by plan in this plan year2024-05-1160
Net assets as of the end of the plan year2024-05-11821394
Total assets as of the beginning of the plan year2024-05-11484419
Value of plan covered by a fidelity bond2024-05-1148442
Participant contributions to plan in this plan year2024-05-1160000
Value of participant loans at end of plan year2024-05-1122791
Other expenses paid from plan in this plan year2024-05-110
Other contributions to plan in this plan year2024-05-110
Other income to plan in this plan year2024-05-11195528
Plan net income in this plan year2024-05-11336975
Net assets as of the end of the plan year2024-05-11821394
Net assets as of the beginning of the plan year2024-05-11484419
Employer contributions to plan in this plan year2024-05-1181507
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-1160

Potentially related plans

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