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LAW OFFICES OF SHAWN M GEORGE APC RETIREMENT TRUST 401k Plan overview

Plan NameLAW OFFICES OF SHAWN M GEORGE APC RETIREMENT TRUST
Plan identification number 001

LAW OFFICES OF SHAWN M GEORGE APC RETIREMENT TRUST 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.
  • 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 OFFICES OF SHAWN M GEORGE APC has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF SHAWN M GEORGE APC
Employer identification number (EIN):470977793
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF SHAWN M GEORGE APC RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PLAN SPONSOR2024-06-25
0012022-01-01PLAN SPONSOR2023-07-26
0012021-01-01PLAN SPONSOR2023-08-03

Financial Data on LAW OFFICES OF SHAWN M GEORGE APC RETIREMENT TRUST

Measure Date Value
2025 : LAW OFFICES OF SHAWN M GEORGE APC RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-28137
Net assets as of the end of the plan year2025-07-2823280
Total assets as of the beginning of the plan year2025-07-2815591
Value of plan covered by a fidelity bond2025-07-280
Participant contributions to plan in this plan year2025-07-282640
Value of participant loans at end of plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-282546
Plan net income in this plan year2025-07-287689
Net assets as of the end of the plan year2025-07-2823280
Net assets as of the beginning of the plan year2025-07-2815591
Employer contributions to plan in this plan year2025-07-282640
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-28137
2024 : LAW OFFICES OF SHAWN M GEORGE APC RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-25146
Net assets as of the end of the plan year2024-06-2515591
Total assets as of the beginning of the plan year2024-06-251811
Value of plan covered by a fidelity bond2024-06-2530000
Participant contributions to plan in this plan year2024-06-256000
Value of participant loans at end of plan year2024-06-250
Other contributions to plan in this plan year2024-06-250
Other income to plan in this plan year2024-06-251926
Plan net income in this plan year2024-06-2513780
Net assets as of the end of the plan year2024-06-2515591
Net assets as of the beginning of the plan year2024-06-251811
Employer contributions to plan in this plan year2024-06-256000
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-25146
2023 : LAW OFFICES OF SHAWN M GEORGE APC RETIREMENT TRUST 2023 401k financial data
Total expenses incurred by plan in this plan year2023-08-0324
Net assets as of the end of the plan year2023-08-032385
Total assets as of the beginning of the plan year2023-08-030
Value of plan covered by a fidelity bond2023-08-0330000
Participant contributions to plan in this plan year2023-08-031284
Other contributions to plan in this plan year2023-08-030
Other income to plan in this plan year2023-08-0362
Plan net income in this plan year2023-08-032385
Net assets as of the end of the plan year2023-08-032385
Net assets as of the beginning of the plan year2023-08-030
Employer contributions to plan in this plan year2023-08-031063
Expensese paid to adminstrative service provicers from plan in this plan year2023-08-0324

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