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BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN 401k Plan overview

Plan NameBENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN
Plan identification number 001

BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

BENEFITS LAW GROUP, PK KEESLER, PC has sponsored the creation of one or more 401k plans.

Company Name:BENEFITS LAW GROUP, PK KEESLER, PC
Employer identification number (EIN):582277316
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TERRI TAYLOR2024-10-15 TERRI TAYLOR2024-10-15
0012022-01-01TERRI W. TAYLOR2023-10-13 TERRI W. TAYLOR2023-10-13
0012021-01-01TERRI TAYLOR2022-10-14 TERRI TAYLOR2022-10-14
0012020-01-01TERRI TAYLOR2021-10-14 TERRI TAYLOR2021-10-14
0012019-01-01TERRI TAYLOR2020-07-27 TERRI TAYLOR2020-07-27
0012018-01-01CHERYL A. WITHERS2019-06-20 CHERYL A. WITHERS2019-06-20
0012018-01-01CHERYL A. WITHERS2019-06-20
0012018-01-01CHERYL A. WITHERS2019-06-20 CHERYL A. WITHERS2019-06-20
0012017-01-01CHERYL WITHERS2018-10-10 CHERYL WITHERS2018-10-10
0012016-01-01CHERYL WITHERS2017-07-19 CHERYL WITHERS2017-07-19
0012015-01-01CHERYL WITHERS
0012014-01-01CHERYL A. WITHERS CHERYL A. WITHERS2015-06-23
0012013-01-01CHERYL A. WITHERS CHERYL A. WITHERS2014-07-28
0012012-01-01CHERYL WITHERS CHERYL WITHERS2013-07-08
0012011-01-01CHERYL A. WITHERS
0012010-01-01CHERYL A. WITHERS CHERYL A. WITHERS2011-07-12
0012009-01-01 CHERYL A. WITHERS2010-07-23
0012009-01-01 CHERYL A. WITHERS2010-07-23
0012009-01-01CHERYL WITHERS CHERYL WITHERS2010-07-23

Financial Data on BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN

Measure Date Value
2025 : BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-151682568
Net assets as of the end of the plan year2025-10-153864238
Total assets as of the beginning of the plan year2025-10-154757487
Value of plan covered by a fidelity bond2025-10-15500000
Other income to plan in this plan year2025-10-15789319
Plan net income in this plan year2025-10-15-893249
Net assets as of the end of the plan year2025-10-153864238
Net assets as of the beginning of the plan year2025-10-154757487
Value of employer contributions paid2025-10-150
2024 : BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-154994
Net assets as of the end of the plan year2024-10-154757487
Total assets as of the beginning of the plan year2024-10-153933307
Value of plan covered by a fidelity bond2024-10-15500000
Other income to plan in this plan year2024-10-15815174
Plan net income in this plan year2024-10-15824180
Net assets as of the end of the plan year2024-10-154757487
Net assets as of the beginning of the plan year2024-10-153933307
Value of employer contributions paid2024-10-150
Employer contributions to plan in this plan year2024-10-1514000
2015 : BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$85,612
Expenses. Total of all expenses incurred2015-12-31$23,106
Benefits paid (including direct rollovers)2015-12-31$23,106
Total plan assets at end of year2015-12-31$2,487,629
Total plan assets at beginning of year2015-12-31$2,425,123
Value of fidelity bond covering the plan2015-12-31$275,000
Total contributions received or receivable from participants2015-12-31$56,954
Other income received2015-12-31$-10,394
Net income (gross income less expenses)2015-12-31$62,506
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,487,629
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,425,123
Total contributions received or receivable from employer(s)2015-12-31$39,052
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$236,301
Expenses. Total of all expenses incurred2014-12-31$46,629
Benefits paid (including direct rollovers)2014-12-31$46,629
Total plan assets at end of year2014-12-31$2,425,123
Total plan assets at beginning of year2014-12-31$2,235,451
Value of fidelity bond covering the plan2014-12-31$275,000
Total contributions received or receivable from participants2014-12-31$74,583
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$161,718
Net income (gross income less expenses)2014-12-31$189,672
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,425,123
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,235,451
Assets. Value of participant loans2014-12-31$1,416
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$476,888
Expenses. Total of all expenses incurred2013-12-31$56,042
Benefits paid (including direct rollovers)2013-12-31$56,042
Total plan assets at end of year2013-12-31$2,235,451
Total plan assets at beginning of year2013-12-31$1,814,605
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$80,927
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$395,961
Net income (gross income less expenses)2013-12-31$420,846
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,235,451
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,814,605
Assets. Value of participant loans2013-12-31$8,581
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$248,409
Expenses. Total of all expenses incurred2012-12-31$4,000
Benefits paid (including direct rollovers)2012-12-31$4,000
Total plan assets at end of year2012-12-31$1,814,605
Total plan assets at beginning of year2012-12-31$1,570,196
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$66,735
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$181,674
Net income (gross income less expenses)2012-12-31$244,409
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,814,605
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,570,196
Assets. Value of participant loans2012-12-31$12,805
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$59,749
Expenses. Total of all expenses incurred2011-12-31$25,000
Benefits paid (including direct rollovers)2011-12-31$25,000
Total plan assets at end of year2011-12-31$1,570,196
Total plan assets at beginning of year2011-12-31$1,535,447
Value of fidelity bond covering the plan2011-12-31$175,000
Total contributions received or receivable from participants2011-12-31$68,026
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-8,277
Net income (gross income less expenses)2011-12-31$34,749
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,570,196
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,535,447
Assets. Value of participant loans2011-12-31$8,693
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$240,962
Expenses. Total of all expenses incurred2010-12-31$14,181
Benefits paid (including direct rollovers)2010-12-31$14,181
Total plan assets at end of year2010-12-31$1,535,447
Total plan assets at beginning of year2010-12-31$1,308,666
Value of fidelity bond covering the plan2010-12-31$175,000
Total contributions received or receivable from participants2010-12-31$70,352
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$170,610
Net income (gross income less expenses)2010-12-31$226,781
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,535,447
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,308,666
Assets. Value of participant loans2010-12-31$13,374
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN

2015: BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BENEFITS LAW GROUP, PK KEESLER, PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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