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LAW OFFICE OF STEPHANIE L. SCHNEIDER, P.A. RETIREMENT PROGRAM 401k Plan overview

Plan NameLAW OFFICE OF STEPHANIE L. SCHNEIDER, P.A. RETIREMENT PROGRAM
Plan identification number 001

LAW OFFICE OF STEPHANIE L. SCHNEIDER, P.A. RETIREMENT PROGRAM 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.
  • Plan covering Self-Employed individuals.
  • 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

LAW OFFICE OF STEPHANIE L. SCHNEIDER, P.A. has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF STEPHANIE L. SCHNEIDER, P.A.
Employer identification number (EIN):650598518
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF STEPHANIE L. SCHNEIDER, P.A. RETIREMENT PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEPHANIE SCHNEIDER2024-05-24
0012022-01-01STEPHANIE SCHNEIDER2023-07-20
0012021-01-01STEPHANIE SCHNEIDER2022-07-05
0012020-01-01STEPHANIE SCHNEIDER2021-08-11
0012018-01-01STEPHANIE SCHNEIDER2019-06-27
0012017-01-01STEPHANIE SCHNEIDER2018-09-27
0012016-01-01STEPHANIE L. SCHNEIDER2017-08-06
0012015-01-01STEPHANIE L. SCHNEIDER2016-06-29
0012013-01-01STEPHANIE L. SCHNEIDER2014-07-09
0012012-01-01STEPHANIE L. SCHNEIDER2013-06-11 STEPHANIE L. SCHNEIDER2013-06-11
0012011-01-01STEPHANIE L. SCHNEIDER2012-07-05
0012010-01-01STEPHANIE L. SCHNEIDER2011-05-20

Plan Statistics for LAW OFFICE OF STEPHANIE L. SCHNEIDER, P.A. RETIREMENT PROGRAM

401k plan membership statisitcs for LAW OFFICE OF STEPHANIE L. SCHNEIDER, P.A. RETIREMENT PROGRAM

Measure Date Value
2025: LAW OFFICE OF STEPHANIE L. SCHNEIDER, P.A. RETIREMENT PROGRAM 2025 401k membership
Total number of particpants at beginning of year2025-07-125
Total number of particpants at end of year2025-07-125
Number of Participants With Account Balances2025-07-124
2024: LAW OFFICE OF STEPHANIE L. SCHNEIDER, P.A. RETIREMENT PROGRAM 2024 401k membership
Total number of particpants at beginning of year2024-05-244
Total number of particpants at end of year2024-05-246
Number of Participants With Account Balances2024-05-244
2022: LAW OFFICE OF STEPHANIE L. SCHNEIDER, P.A. RETIREMENT PROGRAM 2022 401k membership
Total number of particpants at beginning of year2022-07-055
Total number of particpants at end of year2022-07-053
Number of Participants With Account Balances2022-07-053

Financial Data on LAW OFFICE OF STEPHANIE L. SCHNEIDER, P.A. RETIREMENT PROGRAM

Measure Date Value
2025 : LAW OFFICE OF STEPHANIE L. SCHNEIDER, P.A. RETIREMENT PROGRAM 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-120
Total liabilities as of the end of the plan year2025-07-120
Total liabilities as of the beginning of the plan year2025-07-120
Total expenses incurred by plan in this plan year2025-07-124872
Net assets as of the end of the plan year2025-07-121420295
Total assets as of the beginning of the plan year2025-07-121281822
Value of plan covered by a fidelity bond2025-07-12100000
Participant contributions to plan in this plan year2025-07-1230035
Other expenses paid from plan in this plan year2025-07-120
Other contributions to plan in this plan year2025-07-120
Other income to plan in this plan year2025-07-12103019
Plan net income in this plan year2025-07-12138473
Net assets as of the end of the plan year2025-07-121420295
Net assets as of the beginning of the plan year2025-07-121281822
Value of contributions failed to transmitted timely2025-07-12746
Employer contributions to plan in this plan year2025-07-1210291
Fees paid to broker by Benefit Provider2025-07-124872
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-124872
2024 : LAW OFFICE OF STEPHANIE L. SCHNEIDER, P.A. RETIREMENT PROGRAM 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-240
Total liabilities as of the end of the plan year2024-05-240
Total liabilities as of the beginning of the plan year2024-05-240
Total expenses incurred by plan in this plan year2024-05-244264
Net assets as of the end of the plan year2024-05-241281822
Total assets as of the beginning of the plan year2024-05-241106386
Value of plan covered by a fidelity bond2024-05-24100000
Participant contributions to plan in this plan year2024-05-2425360
Other expenses paid from plan in this plan year2024-05-240
Other contributions to plan in this plan year2024-05-240
Other income to plan in this plan year2024-05-24145709
Plan net income in this plan year2024-05-24175436
Net assets as of the end of the plan year2024-05-241281822
Net assets as of the beginning of the plan year2024-05-241106386
Employer contributions to plan in this plan year2024-05-248631
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-244264
2022 : LAW OFFICE OF STEPHANIE L. SCHNEIDER, P.A. RETIREMENT PROGRAM 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-050
Total liabilities as of the end of the plan year2022-07-050
Total liabilities as of the beginning of the plan year2022-07-050
Total expenses incurred by plan in this plan year2022-07-057436
Net assets as of the end of the plan year2022-07-051269925
Total assets as of the beginning of the plan year2022-07-051118795
Value of plan covered by a fidelity bond2022-07-05100000
Participant contributions to plan in this plan year2022-07-0519741
Other expenses paid from plan in this plan year2022-07-050
Other contributions to plan in this plan year2022-07-050
Other income to plan in this plan year2022-07-05130942
Plan net income in this plan year2022-07-05151130
Net assets as of the end of the plan year2022-07-051269925
Net assets as of the beginning of the plan year2022-07-051118795
Employer contributions to plan in this plan year2022-07-057883
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-054411

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