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LAW OFFICES OF WILLIAM K. BERENSON, P.C. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameLAW OFFICES OF WILLIAM K. BERENSON, P.C. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

LAW OFFICES OF WILLIAM K. BERENSON, P.C. PROFIT SHARING PLAN AND TRUST 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
  • 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 OFFICES OF WILLIAM K. BERENSON has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF WILLIAM K. BERENSON
Employer identification number (EIN):752514858
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF WILLIAM K. BERENSON, P.C. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHAD CARROLL2024-07-16
0012022-01-01CHAD CARROLL2023-07-24
0012021-01-01WILLIAM K BERENSON2022-09-02
0012020-01-01WILLIAM K BERENSON2021-05-25
0012019-01-01WILLIAM K BERENSON2020-09-02
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01WILLIAM K BERENSON2015-02-18
0012013-01-01WILLIAM K BERENSON2014-07-14
0012012-01-01WILLIAM K BERENSON2013-09-30
0012011-01-01WILLIAM K BERENSON2012-10-15
0012010-01-01WILLIAM K BERENSON2011-08-09

Plan Statistics for LAW OFFICES OF WILLIAM K. BERENSON, P.C. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for LAW OFFICES OF WILLIAM K. BERENSON, P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025: LAW OFFICES OF WILLIAM K. BERENSON, P.C. PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-04-254
Total number of particpants at end of year2025-04-254
Number of Participants With Account Balances2025-04-254
2024: LAW OFFICES OF WILLIAM K. BERENSON, P.C. PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-164
Total number of particpants at end of year2024-07-164
Number of Participants With Account Balances2024-07-164

Financial Data on LAW OFFICES OF WILLIAM K. BERENSON, P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : LAW OFFICES OF WILLIAM K. BERENSON, P.C. PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-2515551
Net assets as of the end of the plan year2025-04-252354384
Total assets as of the beginning of the plan year2025-04-251907812
Value of plan covered by a fidelity bond2025-04-251000000
Other expenses paid from plan in this plan year2025-04-2515551
Other income to plan in this plan year2025-04-25360803
Plan net income in this plan year2025-04-25446572
Net assets as of the end of the plan year2025-04-252354384
Net assets as of the beginning of the plan year2025-04-251907812
Employer contributions to plan in this plan year2025-04-25101320
2024 : LAW OFFICES OF WILLIAM K. BERENSON, P.C. PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1613073
Net assets as of the end of the plan year2024-07-161907812
Total assets as of the beginning of the plan year2024-07-161682028
Value of plan covered by a fidelity bond2024-07-16500000
Other income to plan in this plan year2024-07-16137685
Plan net income in this plan year2024-07-16225784
Net assets as of the end of the plan year2024-07-161907812
Net assets as of the beginning of the plan year2024-07-161682028
Employer contributions to plan in this plan year2024-07-16101172
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1613073

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