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WHITNEY & BOGRIS, LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWHITNEY & BOGRIS, LLP 401(K) PROFIT SHARING PLAN
Plan identification number 001

WHITNEY & BOGRIS, LLP 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.
  • Plan covering Self-Employed individuals.
  • 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

WHITNEY & BOGRIS, LLP has sponsored the creation of one or more 401k plans.

Company Name:WHITNEY & BOGRIS, LLP
Employer identification number (EIN):521782749
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITNEY & BOGRIS, LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DANIEL WHITNEY2024-08-13
0012022-01-01DANIEL WHITNEY2023-05-18
0012021-01-01DANIEL WHITNEY2022-06-24
0012020-01-01DANIEL WHITNEY2021-07-22
0012019-01-01DANIEL WHITNEY2020-07-14
0012018-01-01DANIEL WHITNEY2019-06-26
0012017-01-01DANIEL WHITNEY2018-09-04
0012016-01-01DANIEL WHITNEY2017-07-18
0012015-01-01DANIEL WHITNEY2016-07-08
0012014-01-01GEORGE D. BOGRIS, ESQ.2015-07-07
0012013-01-01GEORGE D. BOGRIS, ESQ.2014-06-06
0012012-01-01GEORGE D. BOGRIS, ESQ.2013-05-28
0012011-01-01GEORGE D. BOGRIS, ESQ.2012-05-07
0012010-01-01GEORGE D. BOGRIS, ESQ.2011-05-25

Financial Data on WHITNEY & BOGRIS, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : WHITNEY & BOGRIS, LLP 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-240
Total liabilities as of the end of the plan year2025-04-240
Total liabilities as of the beginning of the plan year2025-04-240
Total expenses incurred by plan in this plan year2025-04-2412214
Net assets as of the end of the plan year2025-04-242895252
Total assets as of the beginning of the plan year2025-04-242533043
Value of plan covered by a fidelity bond2025-04-24290000
Participant contributions to plan in this plan year2025-04-2468548
Other expenses paid from plan in this plan year2025-04-240
Other contributions to plan in this plan year2025-04-240
Other income to plan in this plan year2025-04-24270924
Plan net income in this plan year2025-04-24362209
Net assets as of the end of the plan year2025-04-242895252
Net assets as of the beginning of the plan year2025-04-242533043
Employer contributions to plan in this plan year2025-04-2434951
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2412214
2024 : WHITNEY & BOGRIS, LLP 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-130
Total liabilities as of the end of the plan year2024-08-130
Total liabilities as of the beginning of the plan year2024-08-130
Total expenses incurred by plan in this plan year2024-08-13608927
Net assets as of the end of the plan year2024-08-132533043
Total assets as of the beginning of the plan year2024-08-132723386
Value of plan covered by a fidelity bond2024-08-13273000
Participant contributions to plan in this plan year2024-08-1364575
Other expenses paid from plan in this plan year2024-08-130
Other contributions to plan in this plan year2024-08-130
Other income to plan in this plan year2024-08-13329845
Plan net income in this plan year2024-08-13-190343
Net assets as of the end of the plan year2024-08-132533043
Net assets as of the beginning of the plan year2024-08-132723386
Employer contributions to plan in this plan year2024-08-1324164
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-1310103
2022 : WHITNEY & BOGRIS, LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-240
Total liabilities as of the end of the plan year2022-06-240
Total liabilities as of the beginning of the plan year2022-06-240
Total expenses incurred by plan in this plan year2022-06-248092
Net assets as of the end of the plan year2022-06-243217931
Total assets as of the beginning of the plan year2022-06-242803101
Value of plan covered by a fidelity bond2022-06-24322000
Participant contributions to plan in this plan year2022-06-2455905
Other expenses paid from plan in this plan year2022-06-240
Other contributions to plan in this plan year2022-06-240
Other income to plan in this plan year2022-06-24350441
Plan net income in this plan year2022-06-24414830
Net assets as of the end of the plan year2022-06-243217931
Net assets as of the beginning of the plan year2022-06-242803101
Employer contributions to plan in this plan year2022-06-2416576
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-248092

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