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LAW OFFICES OF BERNADETTE W. C 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameLAW OFFICES OF BERNADETTE W. C 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

LAW OFFICES OF BERNADETTE W. C 401 K PROFIT SHARING PLAN TRUST 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

BERNADETTE W CONNOLLY has sponsored the creation of one or more 401k plans.

Company Name:BERNADETTE W CONNOLLY
Employer identification number (EIN):571137276
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF BERNADETTE W. C 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BERNADETTE CONNOLLY2024-07-01
0012022-01-01BERNADETTE CONNOLLY2023-10-12
0012021-01-01BERNADETTE CONNOLLY2022-06-07
0012020-01-01BERNADETTE CONNOLLY2021-11-15
0012019-01-01BERNADETTE W CONNOLLY2020-07-31
0012018-01-01EDWARD ROJAS2019-06-06
0012017-01-01EDWARD ROJAS2018-05-13

Plan Statistics for LAW OFFICES OF BERNADETTE W. C 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for LAW OFFICES OF BERNADETTE W. C 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: LAW OFFICES OF BERNADETTE W. C 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-10-1011
Total number of particpants at end of year2025-10-1011
Number of Participants With Account Balances2025-10-1011
2024: LAW OFFICES OF BERNADETTE W. C 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-0110
Total number of particpants at end of year2024-07-019
Number of Participants With Account Balances2024-07-019

Financial Data on LAW OFFICES OF BERNADETTE W. C 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : LAW OFFICES OF BERNADETTE W. C 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-103324
Net assets as of the end of the plan year2025-10-10190911
Total assets as of the beginning of the plan year2025-10-10159821
Value of plan covered by a fidelity bond2025-10-1016000
Participant contributions to plan in this plan year2025-10-1014316
Value of participant loans at end of plan year2025-10-100
Other income to plan in this plan year2025-10-1018457
Plan net income in this plan year2025-10-1031090
Net assets as of the end of the plan year2025-10-10190911
Net assets as of the beginning of the plan year2025-10-10159821
Employer contributions to plan in this plan year2025-10-101641
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-10875
2024 : LAW OFFICES OF BERNADETTE W. C 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-013469
Net assets as of the end of the plan year2024-07-01159821
Total assets as of the beginning of the plan year2024-07-01123354
Value of plan covered by a fidelity bond2024-07-0113000
Participant contributions to plan in this plan year2024-07-0119765
Value of participant loans at end of plan year2024-07-010
Other income to plan in this plan year2024-07-0117603
Plan net income in this plan year2024-07-0136467
Net assets as of the end of the plan year2024-07-01159821
Net assets as of the beginning of the plan year2024-07-01123354
Employer contributions to plan in this plan year2024-07-012568
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-01682

Potentially related plans

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