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PROFIT SHARING & 401K PLAN FOR KIRSCHBAUM, NANNEY, KEENAN & GRIFFIN, P.A. 401k Plan overview

Plan NamePROFIT SHARING & 401K PLAN FOR KIRSCHBAUM, NANNEY, KEENAN & GRIFFIN, P.A.
Plan identification number 003

PROFIT SHARING & 401K PLAN FOR KIRSCHBAUM, NANNEY, KEENAN & GRIFFIN, P.A. 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.
  • 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.
  • Life insurance

401k Sponsoring company profile

KIRSCHBAUM, NANNEY, KEENAN & GRIFFIN, P.A. has sponsored the creation of one or more 401k plans.

Company Name:KIRSCHBAUM, NANNEY, KEENAN & GRIFFIN, P.A.
Employer identification number (EIN):561121354
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING & 401K PLAN FOR KIRSCHBAUM, NANNEY, KEENAN & GRIFFIN, P.A.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01DNANNEY12024-06-13 DAVID P. NANNEY, JR.2024-06-13
0032022-01-01DAVID P NANNEY JR2023-06-13
0032021-01-01CHARLES N GRIFFIN III2022-09-27 CHARLES N GRIFFIN III2022-09-27
0032020-01-01DAVID P NANNEY JR2021-07-21 DAVID P NANNEY JR2021-07-21
0032019-01-01DAVID P NANNEY JR2020-07-24
0032018-01-01DAVID P NANNEY JR2019-07-17 DAVID P NANNEY JR2019-07-17
0032017-01-01DAVID P NANNEY JR2018-07-23 DAVID P NANNEY JR2018-07-23
0032016-01-01DAVID P NANNEY JR2017-10-10 DAVID P NANNEY JR2017-10-10
0032015-01-01DAVID P NANNEY JR2016-06-14 DAVID P NANNEY JR2016-06-14
0032014-01-01DAVID P NANNEY JR2015-06-16 DAVID P NANNEY JR2015-06-16
0032013-01-01DAVID P NANNEY JR2014-10-02 DAVID P NANNEY JR2014-10-02
0032012-01-01DAVID P NANNEY JR2013-10-09 DAVID P NANNEY JR2013-10-09
0032011-01-01DAVID P NANNEY JR2012-10-11 DAVID P NANNEY JR2012-10-11
0032010-01-01DAVID P NANNEY JR2011-07-18 DAVID P NANNEY JR2011-07-18

Financial Data on PROFIT SHARING & 401K PLAN FOR KIRSCHBAUM, NANNEY, KEENAN & GRIFFIN, P.A.

Measure Date Value
2025 : PROFIT SHARING & 401K PLAN FOR KIRSCHBAUM, NANNEY, KEENAN & GRIFFIN, P.A. 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-250
Total expenses incurred by plan in this plan year2025-06-25276648
Net assets as of the end of the plan year2025-06-257387063
Total assets as of the beginning of the plan year2025-06-256628741
Value of plan covered by a fidelity bond2025-06-25500000
Participant contributions to plan in this plan year2025-06-25147335
Value of participant loans at end of plan year2025-06-255999
Other income to plan in this plan year2025-06-25838523
Plan net income in this plan year2025-06-25758322
Net assets as of the end of the plan year2025-06-257387063
Net assets as of the beginning of the plan year2025-06-256628741
Employer contributions to plan in this plan year2025-06-2549112
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2524385
2024 : PROFIT SHARING & 401K PLAN FOR KIRSCHBAUM, NANNEY, KEENAN & GRIFFIN, P.A. 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-130
Total expenses incurred by plan in this plan year2024-06-131086932
Net assets as of the end of the plan year2024-06-136628741
Total assets as of the beginning of the plan year2024-06-136502569
Value of plan covered by a fidelity bond2024-06-13500000
Participant contributions to plan in this plan year2024-06-13137069
Value of participant loans at end of plan year2024-06-13405
Other income to plan in this plan year2024-06-131013375
Plan net income in this plan year2024-06-13126172
Net assets as of the end of the plan year2024-06-136628741
Net assets as of the beginning of the plan year2024-06-136502569
Employer contributions to plan in this plan year2024-06-1362660
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1322124

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