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LAW OFFICE OF KEVIN L. BEARD, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLAW OFFICE OF KEVIN L. BEARD, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

LAW OFFICE OF KEVIN L. BEARD, P.A. 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

LAW OFFICE OF KEVIN L. BEARD, P.A. has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF KEVIN L. BEARD, P.A.
Employer identification number (EIN):522070685
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF KEVIN L. BEARD, P.A. 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

Financial Data on LAW OFFICE OF KEVIN L. BEARD, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : LAW OFFICE OF KEVIN L. BEARD, P.A. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-131174
Total expenses incurred by plan in this plan year2025-06-1317624
Net assets as of the end of the plan year2025-06-131324349
Total assets as of the beginning of the plan year2025-06-131112398
Value of plan covered by a fidelity bond2025-06-13265000
Participant contributions to plan in this plan year2025-06-1360122
Other income to plan in this plan year2025-06-13144145
Plan net income in this plan year2025-06-13213125
Net assets as of the end of the plan year2025-06-131324349
Net assets as of the beginning of the plan year2025-06-131111224
Employer contributions to plan in this plan year2025-06-1326482
Fees paid to broker by Benefit Provider2025-06-13613
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1317624
2024 : LAW OFFICE OF KEVIN L. BEARD, P.A. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-05-131174
Total expenses incurred by plan in this plan year2024-05-1314158
Net assets as of the end of the plan year2024-05-131112398
Total assets as of the beginning of the plan year2024-05-13891625
Value of plan covered by a fidelity bond2024-05-13100481
Participant contributions to plan in this plan year2024-05-1354537
Other income to plan in this plan year2024-05-13158090
Plan net income in this plan year2024-05-13219599
Net assets as of the end of the plan year2024-05-131111224
Net assets as of the beginning of the plan year2024-05-13891625
Employer contributions to plan in this plan year2024-05-1321130
Fees paid to broker by Benefit Provider2024-05-13512
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-1314158
2022 : LAW OFFICE OF KEVIN L. BEARD, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-1013215
Net assets as of the end of the plan year2022-06-101004806
Total assets as of the beginning of the plan year2022-06-10839986
Value of plan covered by a fidelity bond2022-06-1083999
Participant contributions to plan in this plan year2022-06-1047405
Other income to plan in this plan year2022-06-10113826
Plan net income in this plan year2022-06-10164820
Net assets as of the end of the plan year2022-06-101004806
Net assets as of the beginning of the plan year2022-06-10839986
Employer contributions to plan in this plan year2022-06-1016804
Fees paid to broker by Benefit Provider2022-06-10460
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-1013215

Potentially related plans

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