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THE LAW OFFICE OF TERESA MCNAMARA 401(K) PLAN 401k Plan overview

Plan NameTHE LAW OFFICE OF TERESA MCNAMARA 401(K) PLAN
Plan identification number 001

THE LAW OFFICE OF TERESA MCNAMARA 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.
  • 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 OFFICE OF TERESA MCNAMARA has sponsored the creation of one or more 401k plans.

Company Name:THE LAW OFFICE OF TERESA MCNAMARA
Employer identification number (EIN):475370470
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW OFFICE OF TERESA MCNAMARA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01

Financial Data on THE LAW OFFICE OF TERESA MCNAMARA 401(K) PLAN

Measure Date Value
2025 : THE LAW OFFICE OF TERESA MCNAMARA 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-310
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-311771
Net assets as of the end of the plan year2025-07-31348258
Total assets as of the beginning of the plan year2025-07-31234695
Value of plan covered by a fidelity bond2025-07-3124000
Participant contributions to plan in this plan year2025-07-3132796
Other expenses paid from plan in this plan year2025-07-310
Other contributions to plan in this plan year2025-07-310
Other income to plan in this plan year2025-07-3133189
Plan net income in this plan year2025-07-31113563
Net assets as of the end of the plan year2025-07-31348258
Net assets as of the beginning of the plan year2025-07-31234695
Employer contributions to plan in this plan year2025-07-3149349
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-311771
2024 : THE LAW OFFICE OF TERESA MCNAMARA 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-15966
Net assets as of the end of the plan year2024-10-15234695
Total assets as of the beginning of the plan year2024-10-15147001
Value of plan covered by a fidelity bond2024-10-1515000
Participant contributions to plan in this plan year2024-10-1527553
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-1526414
Plan net income in this plan year2024-10-1587694
Net assets as of the end of the plan year2024-10-15234695
Net assets as of the beginning of the plan year2024-10-15147001
Employer contributions to plan in this plan year2024-10-1534693
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-15966

Potentially related plans

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