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SIMPKINS RETIREMENT PLAN EXCHANGE FOR VALDEZ, JACKSON & TREVINO, P.C. 401k Plan overview

Plan NameSIMPKINS RETIREMENT PLAN EXCHANGE FOR VALDEZ, JACKSON & TREVINO, P.C.
Plan identification number 002

SIMPKINS RETIREMENT PLAN EXCHANGE FOR VALDEZ, JACKSON & TREVINO, P.C. 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.

401k Sponsoring company profile

VALDEZ & TREVINO ATTORNEYS has sponsored the creation of one or more 401k plans.

Company Name:VALDEZ & TREVINO ATTORNEYS
Employer identification number (EIN):742529967
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMPKINS RETIREMENT PLAN EXCHANGE FOR VALDEZ, JACKSON & TREVINO, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ROBERT VALDEZ2024-06-10
0022022-01-01ROBERT VALDEZ2023-07-19
0022021-01-01ROBERT VALDEZ2022-07-28
0022020-01-01ROBERT VALDEZ2021-06-07
0022019-01-01ROBERT VALDEZ2020-08-07
0022018-01-01ROBERT VALDEZ2019-07-08
0022017-01-01ROBERT VALDEZ2018-06-12 ROBERT VALDEZ2018-06-12
0022016-01-01ANDY LOVELL2017-07-27
0022015-01-01LYNNE MCAULEY2016-10-06
0022014-01-01LYNNE MCAULEY2015-06-02

Financial Data on SIMPKINS RETIREMENT PLAN EXCHANGE FOR VALDEZ, JACKSON & TREVINO, P.C.

Measure Date Value
2025 : SIMPKINS RETIREMENT PLAN EXCHANGE FOR VALDEZ, JACKSON & TREVINO, P.C. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-1742337
Net assets as of the end of the plan year2025-06-173116149
Total assets as of the beginning of the plan year2025-06-172551164
Value of plan covered by a fidelity bond2025-06-17256000
Participant contributions to plan in this plan year2025-06-17181034
Value of participant loans at end of plan year2025-06-1718158
Other income to plan in this plan year2025-06-17335324
Plan net income in this plan year2025-06-17564985
Net assets as of the end of the plan year2025-06-173116149
Net assets as of the beginning of the plan year2025-06-172551164
Employer contributions to plan in this plan year2025-06-1790964
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-171409
2024 : SIMPKINS RETIREMENT PLAN EXCHANGE FOR VALDEZ, JACKSON & TREVINO, P.C. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-10781
Net assets as of the end of the plan year2024-06-102551164
Total assets as of the beginning of the plan year2024-06-101839193
Value of plan covered by a fidelity bond2024-06-10184000
Participant contributions to plan in this plan year2024-06-10173656
Value of participant loans at end of plan year2024-06-1020074
Other income to plan in this plan year2024-06-10351657
Plan net income in this plan year2024-06-10711971
Net assets as of the end of the plan year2024-06-102551164
Net assets as of the beginning of the plan year2024-06-101839193
Employer contributions to plan in this plan year2024-06-10187439
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-10781

Potentially related plans

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