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THE LAW OFFICES OF JOHN DAVID HART PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameTHE LAW OFFICES OF JOHN DAVID HART PROFIT SHARING PLAN & TRUST
Plan identification number 001

THE LAW OFFICES OF JOHN DAVID HART PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

THE LAW OFFICES OF JOHN DAVID HART has sponsored the creation of one or more 401k plans.

Company Name:THE LAW OFFICES OF JOHN DAVID HART
Employer identification number (EIN):752086020
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW OFFICES OF JOHN DAVID HART PROFIT SHARING PLAN & TRUST

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
0012016-01-01
0012015-01-01JOHN DAVID HART2017-02-28
0012015-01-01JOHN DAVID HART2016-10-11
0012014-01-01JOHN DAVID HART2015-10-08
0012013-01-01
0012012-01-01JOHN DAVID HART2013-10-09 JOHN DAVID HART2013-10-09
0012011-01-01JOHN DAVID HART2012-10-11 JOHN DAVID HART2012-10-11
0012010-01-01JOHN DAVID HART2011-10-10 JOHN DAVID HART2011-10-10

Financial Data on THE LAW OFFICES OF JOHN DAVID HART PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : THE LAW OFFICES OF JOHN DAVID HART PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-260
Total liabilities as of the end of the plan year2025-06-260
Total liabilities as of the beginning of the plan year2025-06-260
Total expenses incurred by plan in this plan year2025-06-260
Net assets as of the end of the plan year2025-06-26822169
Total assets as of the beginning of the plan year2025-06-26716475
Value of plan covered by a fidelity bond2025-06-2675000
Participant contributions to plan in this plan year2025-06-260
Other expenses paid from plan in this plan year2025-06-260
Other contributions to plan in this plan year2025-06-2684805
Other income to plan in this plan year2025-06-2620889
Plan net income in this plan year2025-06-26105694
Net assets as of the end of the plan year2025-06-26822169
Net assets as of the beginning of the plan year2025-06-26716475
Employer contributions to plan in this plan year2025-06-260
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-260
2024 : THE LAW OFFICES OF JOHN DAVID HART PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-160
Total liabilities as of the end of the plan year2024-07-160
Total liabilities as of the beginning of the plan year2024-07-160
Total expenses incurred by plan in this plan year2024-07-164880
Net assets as of the end of the plan year2024-07-16716475
Total assets as of the beginning of the plan year2024-07-16591745
Value of plan covered by a fidelity bond2024-07-1675000
Participant contributions to plan in this plan year2024-07-160
Other expenses paid from plan in this plan year2024-07-160
Other contributions to plan in this plan year2024-07-160
Other income to plan in this plan year2024-07-16129610
Plan net income in this plan year2024-07-16124730
Net assets as of the end of the plan year2024-07-16716475
Net assets as of the beginning of the plan year2024-07-16591745
Employer contributions to plan in this plan year2024-07-160
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-16100
2022 : THE LAW OFFICES OF JOHN DAVID HART PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-100
Total liabilities as of the end of the plan year2022-10-100
Total liabilities as of the beginning of the plan year2022-10-100
Total expenses incurred by plan in this plan year2022-10-100
Net assets as of the end of the plan year2022-10-10677559
Total assets as of the beginning of the plan year2022-10-10590977
Value of plan covered by a fidelity bond2022-10-1075000
Participant contributions to plan in this plan year2022-10-100
Value of participant loans at end of plan year2022-10-1050000
Other expenses paid from plan in this plan year2022-10-100
Other contributions to plan in this plan year2022-10-100
Other income to plan in this plan year2022-10-1053085
Plan net income in this plan year2022-10-1086582
Net assets as of the end of the plan year2022-10-10677559
Net assets as of the beginning of the plan year2022-10-10590977
Employer contributions to plan in this plan year2022-10-1033497
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-100

Potentially related plans

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