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THE FAMILY FIRM, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE FAMILY FIRM, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE FAMILY FIRM, INC. 401(K) PROFIT SHARING 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.
  • 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

THE FAMILY FIRM, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE FAMILY FIRM, INC.
Employer identification number (EIN):521342887
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FAMILY FIRM, INC. 401(K) PROFIT SHARING 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
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MARY MALGOIRE2015-06-15
0012013-01-01MARY MALGOIRE2014-06-06
0012012-01-01MARY MALGOIRE2013-08-08
0012011-01-01MARY MALGOIRE2012-07-11
0012010-01-01MARY MALGOIRE2011-05-10

Financial Data on THE FAMILY FIRM, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : THE FAMILY FIRM, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0642766
Net assets as of the end of the plan year2025-10-066094680
Total assets as of the beginning of the plan year2025-10-065237324
Value of plan covered by a fidelity bond2025-10-06500000
Participant contributions to plan in this plan year2025-10-06208275
Value of participant loans at end of plan year2025-10-06270
Other income to plan in this plan year2025-10-06582899
Plan net income in this plan year2025-10-06857356
Net assets as of the end of the plan year2025-10-066094680
Net assets as of the beginning of the plan year2025-10-065237324
Employer contributions to plan in this plan year2025-10-06108948
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-063411
2024 : THE FAMILY FIRM, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-231013483
Net assets as of the end of the plan year2024-07-235237324
Total assets as of the beginning of the plan year2024-07-235114756
Value of plan covered by a fidelity bond2024-07-23500000
Participant contributions to plan in this plan year2024-07-23187683
Value of participant loans at end of plan year2024-07-237074
Other income to plan in this plan year2024-07-23725160
Plan net income in this plan year2024-07-23122568
Net assets as of the end of the plan year2024-07-235237324
Net assets as of the beginning of the plan year2024-07-235114756
Employer contributions to plan in this plan year2024-07-23223208
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-232914

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