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ROBERT A. ADES & ASSOCIATES 401K PLAN 401k Plan overview

Plan NameROBERT A. ADES & ASSOCIATES 401K PLAN
Plan identification number 001

ROBERT A. ADES & ASSOCIATES 401K 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.
  • 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

ROBERT A. ADES & ASSOC. P.C. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT A. ADES & ASSOC. P.C.
Employer identification number (EIN):521136337
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT A. ADES & ASSOCIATES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANDREW COOPER2024-06-23
0012022-01-01ANDREW COOPER2023-05-27
0012021-01-01ANDREW COOPER2022-05-30
0012020-01-01ANDREW COOPER2021-08-02
0012019-01-01WILLIAM BLAND2020-08-05
0012018-01-01ANDREW COOPER2019-05-24
0012017-01-01ANDY COOPER2018-07-19
0012017-01-01ANDY COOPER2018-07-19
0012016-01-01BARBARA RYAN2017-06-28
0012015-01-01BARBARA RYAN2016-07-15
0012014-01-01BARBARA RYAN2015-06-10 BARBARA RYAN2015-06-10
0012013-01-01BARBARA RYAN2014-06-26 BARBARA RYAN2014-06-26
0012012-01-01BARBARA RYAN2013-05-10
0012011-01-01BARBARA RYAN2012-05-14 BARBARA RYAN2012-05-14
0012010-01-01BARBARA RYAN2011-08-01 BARBARA RYAN2011-08-01

Financial Data on ROBERT A. ADES & ASSOCIATES 401K PLAN

Measure Date Value
2025 : ROBERT A. ADES & ASSOCIATES 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-3058205
Net assets as of the end of the plan year2025-05-302702016
Total assets as of the beginning of the plan year2025-05-302250144
Value of plan covered by a fidelity bond2025-05-30226000
Participant contributions to plan in this plan year2025-05-30164981
Other income to plan in this plan year2025-05-30345096
Plan net income in this plan year2025-05-30451872
Net assets as of the end of the plan year2025-05-302702016
Net assets as of the beginning of the plan year2025-05-302250144
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-3012344
2024 : ROBERT A. ADES & ASSOCIATES 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-23214508
Net assets as of the end of the plan year2024-06-232250144
Total assets as of the beginning of the plan year2024-06-231956388
Value of plan covered by a fidelity bond2024-06-23196000
Participant contributions to plan in this plan year2024-06-23143558
Value of participant loans at end of plan year2024-06-230
Other income to plan in this plan year2024-06-23364706
Plan net income in this plan year2024-06-23293756
Net assets as of the end of the plan year2024-06-232250144
Net assets as of the beginning of the plan year2024-06-231956388
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2312298

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