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JOHN EDGAR SHERRARD, P.A., 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN EDGAR SHERRARD, P.A., 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOHN EDGAR SHERRARD, 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.
  • 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

JOHN EDGAR SHERRARD, P.A. has sponsored the creation of one or more 401k plans.

Company Name:JOHN EDGAR SHERRARD, P.A.
Employer identification number (EIN):592084736
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN EDGAR SHERRARD, P.A., 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN SHERRARD2024-05-28
0012022-01-01JOHN SHERRARD2023-06-08
0012021-01-01JOHN SHERRARD2022-06-20
0012020-01-01JOHN SHERRARD2021-06-25
0012018-01-01JOHN SHERRARD2019-07-16 JOHN SHERRARD2019-07-16
0012017-01-01JOHN SHERRARD2018-03-27 JOHN SHERRARD2018-03-27
0012016-01-01JOHN SHERRARD2017-07-23 JOHN SHERRARD2017-07-23
0012015-01-01JOHN SHERRARD2016-03-07 JOHN SHERRARD2016-03-07
0012014-01-01JOHN SHERRARD2015-06-04 JOHN SHERRARD2015-06-04
0012013-01-01JOHN SHERRARD2014-04-17 JOHN SHERRARD2014-04-17
0012012-01-01JOHN SHERRARD2013-04-03 JOHN SHERRARD2013-04-03
0012011-01-01JOHN SHERRARD2012-06-18 JOHN SHERRARD2012-06-18
0012010-01-01JOHN SHERRARD2011-06-28 JOHN SHERRARD2011-06-28

Plan Statistics for JOHN EDGAR SHERRARD, P.A., 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN EDGAR SHERRARD, P.A., 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: JOHN EDGAR SHERRARD, P.A., 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-067
Total number of particpants at end of year2025-05-068
Number of Participants With Account Balances2025-05-068
2024: JOHN EDGAR SHERRARD, P.A., 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-287
Total number of particpants at end of year2024-05-287
Number of Participants With Account Balances2024-05-287

Financial Data on JOHN EDGAR SHERRARD, P.A., 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : JOHN EDGAR SHERRARD, P.A., 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-060
Total liabilities as of the end of the plan year2025-05-060
Total liabilities as of the beginning of the plan year2025-05-060
Total expenses incurred by plan in this plan year2025-05-0632291
Net assets as of the end of the plan year2025-05-061609391
Total assets as of the beginning of the plan year2025-05-061448718
Value of plan covered by a fidelity bond2025-05-06170000
Participant contributions to plan in this plan year2025-05-0648620
Other expenses paid from plan in this plan year2025-05-060
Other contributions to plan in this plan year2025-05-060
Other income to plan in this plan year2025-05-06129518
Plan net income in this plan year2025-05-06160673
Net assets as of the end of the plan year2025-05-061609391
Net assets as of the beginning of the plan year2025-05-061448718
Employer contributions to plan in this plan year2025-05-0614826
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-0612846
2024 : JOHN EDGAR SHERRARD, P.A., 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-280
Total liabilities as of the end of the plan year2024-05-280
Total liabilities as of the beginning of the plan year2024-05-280
Total expenses incurred by plan in this plan year2024-05-2829962
Net assets as of the end of the plan year2024-05-281448718
Total assets as of the beginning of the plan year2024-05-281293159
Value of plan covered by a fidelity bond2024-05-28150000
Participant contributions to plan in this plan year2024-05-2846545
Other expenses paid from plan in this plan year2024-05-280
Other contributions to plan in this plan year2024-05-280
Other income to plan in this plan year2024-05-28103973
Plan net income in this plan year2024-05-28155559
Net assets as of the end of the plan year2024-05-281448718
Net assets as of the beginning of the plan year2024-05-281293159
Employer contributions to plan in this plan year2024-05-2835003
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-2811225

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