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ALLEVITY, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameALLEVITY, INC. RETIREMENT SAVINGS PLAN
Plan identification number 002

ALLEVITY, INC. RETIREMENT SAVINGS 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.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Unknown benefit code

401k Sponsoring company profile

HERRIG VOGT & HENSLEY LLP has sponsored the creation of one or more 401k plans.

Company Name:HERRIG VOGT & HENSLEY LLP
Employer identification number (EIN):680320265
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEVITY, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01J. PALADINO2024-10-03
0022022-01-01J. PALADINO2023-08-23
0022021-01-01J. PALADINO2022-07-21
0022020-01-01J. PALADINO2021-09-14
0022019-01-01CRAIG AHLSWEDE2020-10-09
0022018-01-01DONAL K FORD2019-07-29
0022017-01-01DONAL K FORD2018-06-19
0022016-01-01DONAL K FORD2017-07-12
0022015-01-01DONAL K FORD2016-10-04
0022014-01-01DONAL K FORD2015-10-06
0022013-01-01CRAIG AHLSWEDE2014-10-15 CRAIG AHLSWEDE2014-10-15
0022012-01-01CRAIG AHLSWEDE2013-07-12 CRAIG AHLSWEDE2013-07-12

Financial Data on ALLEVITY, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : ALLEVITY, INC. RETIREMENT SAVINGS PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-10328905
Net assets as of the end of the plan year2025-10-10361714
Total assets as of the beginning of the plan year2025-10-10541576
Value of plan covered by a fidelity bond2025-10-1054158
Participant contributions to plan in this plan year2025-10-1082757
Value of participant loans at end of plan year2025-10-101000
Other income to plan in this plan year2025-10-1066286
Plan net income in this plan year2025-10-10-179862
Net assets as of the end of the plan year2025-10-10361714
Net assets as of the beginning of the plan year2025-10-10541576
Fees paid to broker by Benefit Provider2025-10-10906
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-104058
2024 : ALLEVITY, INC. RETIREMENT SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0410085
Net assets as of the end of the plan year2024-10-04541576
Total assets as of the beginning of the plan year2024-10-04381916
Value of plan covered by a fidelity bond2024-10-0438192
Participant contributions to plan in this plan year2024-10-04102090
Value of participant loans at end of plan year2024-10-041000
Other income to plan in this plan year2024-10-0467655
Plan net income in this plan year2024-10-04159660
Net assets as of the end of the plan year2024-10-04541576
Net assets as of the beginning of the plan year2024-10-04381916
Fees paid to broker by Benefit Provider2024-10-041020
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-044705
2022 : ALLEVITY, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-273405
Net assets as of the end of the plan year2022-07-27378869
Total assets as of the beginning of the plan year2022-07-27282037
Value of plan covered by a fidelity bond2022-07-2728203
Participant contributions to plan in this plan year2022-07-2764529
Value of participant loans at end of plan year2022-07-27101
Other income to plan in this plan year2022-07-2735708
Plan net income in this plan year2022-07-2796832
Net assets as of the end of the plan year2022-07-27378869
Net assets as of the beginning of the plan year2022-07-27282037
Fees paid to broker by Benefit Provider2022-07-27756
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-273405

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