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PETERSON & MARTIN, P.A. 401(K) PLAN 401k Plan overview

Plan NamePETERSON & MARTIN, P.A. 401(K) PLAN
Plan identification number 001

PETERSON & MARTIN, P.A. 401(K) 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PETERSON & MARTIN, P.A. has sponsored the creation of one or more 401k plans.

Company Name:PETERSON & MARTIN, P.A.
Employer identification number (EIN):650047898
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSON & MARTIN, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WILLIAM M. MARTIN2024-04-09
0012022-01-01
0012021-01-01
0012020-01-01WILLIAM M. MARTIN2021-10-06

Plan Statistics for PETERSON & MARTIN, P.A. 401(K) PLAN

401k plan membership statisitcs for PETERSON & MARTIN, P.A. 401(K) PLAN

Measure Date Value
2025: PETERSON & MARTIN, P.A. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-2244
Total number of particpants at end of year2025-05-2244
Number of Participants With Account Balances2025-05-2232
2024: PETERSON & MARTIN, P.A. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-0944
Total number of particpants at end of year2024-04-0942
Number of Participants With Account Balances2024-04-0931
2022: PETERSON & MARTIN, P.A. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-2835
Total number of particpants at end of year2022-04-2836
Number of Participants With Account Balances2022-04-2824

Financial Data on PETERSON & MARTIN, P.A. 401(K) PLAN

Measure Date Value
2025 : PETERSON & MARTIN, P.A. 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-220
Total expenses incurred by plan in this plan year2025-05-221682405
Net assets as of the end of the plan year2025-05-226676976
Total assets as of the beginning of the plan year2025-05-227022944
Value of plan covered by a fidelity bond2025-05-22500000
Participant contributions to plan in this plan year2025-05-22353230
Other contributions to plan in this plan year2025-05-2225770
Other income to plan in this plan year2025-05-22852545
Plan net income in this plan year2025-05-22-345968
Net assets as of the end of the plan year2025-05-226676976
Net assets as of the beginning of the plan year2025-05-227022944
Employer contributions to plan in this plan year2025-05-22104892
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2243812
2024 : PETERSON & MARTIN, P.A. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-090
Total liabilities as of the end of the plan year2024-04-090
Total liabilities as of the beginning of the plan year2024-04-090
Total expenses incurred by plan in this plan year2024-04-09226664
Net assets as of the end of the plan year2024-04-097022944
Total assets as of the beginning of the plan year2024-04-095842747
Value of plan covered by a fidelity bond2024-04-09500000
Participant contributions to plan in this plan year2024-04-09363333
Other expenses paid from plan in this plan year2024-04-090
Other contributions to plan in this plan year2024-04-090
Other income to plan in this plan year2024-04-09933763
Plan net income in this plan year2024-04-091180197
Net assets as of the end of the plan year2024-04-097022944
Net assets as of the beginning of the plan year2024-04-095842747
Value of contributions failed to transmitted timely2024-04-091731
Employer contributions to plan in this plan year2024-04-09109765
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-0941495
2022 : PETERSON & MARTIN, P.A. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-280
Total liabilities as of the end of the plan year2022-04-280
Total liabilities as of the beginning of the plan year2022-04-280
Total expenses incurred by plan in this plan year2022-04-2837599
Net assets as of the end of the plan year2022-04-286586244
Total assets as of the beginning of the plan year2022-04-285405636
Value of plan covered by a fidelity bond2022-04-28500000
Participant contributions to plan in this plan year2022-04-28291252
Value of participant loans at end of plan year2022-04-2818920
Other expenses paid from plan in this plan year2022-04-280
Other contributions to plan in this plan year2022-04-280
Other income to plan in this plan year2022-04-28835880
Plan net income in this plan year2022-04-281180608
Net assets as of the end of the plan year2022-04-286586244
Net assets as of the beginning of the plan year2022-04-285405636
Employer contributions to plan in this plan year2022-04-2891075
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-2836296

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