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PHILIP C. KOBETZ, LTD, APLC 401(K) PLAN 401k Plan overview

Plan NamePHILIP C. KOBETZ, LTD, APLC 401(K) PLAN
Plan identification number 001

PHILIP C. KOBETZ, LTD, APLC 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

PHILIP C. KOBETZ, LTD, APLC has sponsored the creation of one or more 401k plans.

Company Name:PHILIP C. KOBETZ, LTD, APLC
Employer identification number (EIN):721405100
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILIP C. KOBETZ, LTD, APLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01PHILIP C. KOBETZ2017-05-05
0012015-01-01PHILIP C. KOBETZ2016-08-19
0012014-01-01PHILIP C. KOBETZ2015-06-04
0012013-01-01PHILIP C. KOBETZ2014-09-29 PHILIP C. KOBETZ2014-09-29
0012012-01-01PHILIP C. KOBETZ2013-09-20 PHILIP C. KOBETZ2013-09-20
0012011-01-01PHILIP C. KOBETZ2012-10-05 PHILIP C. KOBETZ2012-10-05

Plan Statistics for PHILIP C. KOBETZ, LTD, APLC 401(K) PLAN

401k plan membership statisitcs for PHILIP C. KOBETZ, LTD, APLC 401(K) PLAN

Measure Date Value
2025: PHILIP C. KOBETZ, LTD, APLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-215
Total number of particpants at end of year2025-05-215
Number of Participants With Account Balances2025-05-215
2024: PHILIP C. KOBETZ, LTD, APLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-115
Total number of particpants at end of year2024-07-115
Number of Participants With Account Balances2024-07-115
2022: PHILIP C. KOBETZ, LTD, APLC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-224
Total number of particpants at end of year2022-06-224
Number of Participants With Account Balances2022-06-224

Financial Data on PHILIP C. KOBETZ, LTD, APLC 401(K) PLAN

Measure Date Value
2025 : PHILIP C. KOBETZ, LTD, APLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-2117292
Net assets as of the end of the plan year2025-05-211622446
Total assets as of the beginning of the plan year2025-05-211397370
Value of plan covered by a fidelity bond2025-05-21140000
Participant contributions to plan in this plan year2025-05-2135520
Other income to plan in this plan year2025-05-21157208
Plan net income in this plan year2025-05-21225076
Net assets as of the end of the plan year2025-05-211622446
Net assets as of the beginning of the plan year2025-05-211397370
Employer contributions to plan in this plan year2025-05-2149640
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2117292
2024 : PHILIP C. KOBETZ, LTD, APLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1114506
Net assets as of the end of the plan year2024-07-111397370
Total assets as of the beginning of the plan year2024-07-111159957
Value of plan covered by a fidelity bond2024-07-11130000
Participant contributions to plan in this plan year2024-07-1135520
Other income to plan in this plan year2024-07-11166759
Plan net income in this plan year2024-07-11237413
Net assets as of the end of the plan year2024-07-111397370
Net assets as of the beginning of the plan year2024-07-111159957
Employer contributions to plan in this plan year2024-07-1149640
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1114506
2022 : PHILIP C. KOBETZ, LTD, APLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-2213896
Net assets as of the end of the plan year2022-06-221268856
Total assets as of the beginning of the plan year2022-06-221112615
Value of plan covered by a fidelity bond2022-06-22115000
Participant contributions to plan in this plan year2022-06-2228320
Other income to plan in this plan year2022-06-22109811
Plan net income in this plan year2022-06-22156241
Net assets as of the end of the plan year2022-06-221268856
Net assets as of the beginning of the plan year2022-06-221112615
Employer contributions to plan in this plan year2022-06-2232006
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-2213896

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