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LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameLAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST
Plan identification number 001

LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES 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
  • 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.

401k Sponsoring company profile

LAW OFFICES OF JEFFERY ERICKSEN has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF JEFFERY ERICKSEN
Employer identification number (EIN):752980986
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JEFFERY ERICKSEN
0012017-01-01JEFFERY C ERICKSEN JEFFERY C ERICKSEN
0012017-01-01JEFFREY ERICKSEN JEFFERY C ERICKSEN
0012016-01-01JEFFERY C ERICKSEN JEFFERY ERICKSEN2017-09-29
0012015-01-01JEFFERY C ERICKSEN JEFFERY ERICKSEN2016-10-14
0012014-01-01JEFFREY C. ERICKSEN
0012013-01-01JEFFREY C. ERICKSEN
0012012-01-01JEFFREY C. ERICKSEN
0012011-01-01JEFFREY C ERICKSEN
0012010-01-01JEFFREY C ERICKSEN
0012009-01-01JEFFREY C ERICKSEN

Plan Statistics for LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-019
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-019
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-019
Number of participants with account balances2020-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-018
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Number of participants with account balances2019-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019
Number of participants with account balances2018-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-017
Total of all active and inactive participants2014-01-017
Total participants2014-01-017
Number of participants with account balances2014-01-017
2013: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-013
2012: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-011
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-011
2010: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-011
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
2009: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-014
Total participants2009-01-014

Financial Data on LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021 : LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$828
Total income from all sources2021-12-31$828
Expenses. Total of all expenses incurred2021-12-31$1,045,260
Benefits paid (including direct rollovers)2021-12-31$1,045,249
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$1,045,260
Other income received2021-12-31$828
Net income (gross income less expenses)2021-12-31$-1,044,432
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,044,432
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$11
2020 : LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$828
Total plan liabilities at beginning of year2020-12-31$828
Total income from all sources2020-12-31$110,435
Expenses. Total of all expenses incurred2020-12-31$22,089
Total plan assets at end of year2020-12-31$1,045,260
Total plan assets at beginning of year2020-12-31$956,914
Other income received2020-12-31$102,920
Net income (gross income less expenses)2020-12-31$88,346
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,044,432
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$956,086
Total contributions received or receivable from employer(s)2020-12-31$7,515
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$22,089
2019 : LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$828
Total plan liabilities at beginning of year2019-12-31$33,966
Total income from all sources2019-12-31$189,936
Expenses. Total of all expenses incurred2019-12-31$15,660
Total plan assets at end of year2019-12-31$956,914
Total plan assets at beginning of year2019-12-31$815,776
Total contributions received or receivable from participants2019-12-31$6,500
Other income received2019-12-31$171,099
Net income (gross income less expenses)2019-12-31$174,276
Net plan assets at end of year (total assets less liabilities)2019-12-31$956,086
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$781,810
Total contributions received or receivable from employer(s)2019-12-31$12,337
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$15,660
2018 : LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$33,966
Total income from all sources2018-12-31$-61,587
Expenses. Total of all expenses incurred2018-12-31$17,740
Benefits paid (including direct rollovers)2018-12-31$2,475
Total plan assets at end of year2018-12-31$815,776
Total plan assets at beginning of year2018-12-31$861,137
Other income received2018-12-31$-88,703
Net income (gross income less expenses)2018-12-31$-79,327
Net plan assets at end of year (total assets less liabilities)2018-12-31$781,810
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$861,137
Total contributions received or receivable from employer(s)2018-12-31$27,116
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$15,265
2017 : LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$144,317
Expenses. Total of all expenses incurred2017-12-31$9,747
Total plan assets at end of year2017-12-31$861,137
Total plan assets at beginning of year2017-12-31$726,567
Total contributions received or receivable from participants2017-12-31$20,000
Other income received2017-12-31$70,817
Net income (gross income less expenses)2017-12-31$134,570
Net plan assets at end of year (total assets less liabilities)2017-12-31$861,137
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$726,567
Total contributions received or receivable from employer(s)2017-12-31$53,500
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$9,747
2016 : LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$85,071
Expenses. Total of all expenses incurred2016-12-31$8,867
Total plan assets at end of year2016-12-31$726,567
Total plan assets at beginning of year2016-12-31$650,363
Total contributions received or receivable from participants2016-12-31$24,000
Other income received2016-12-31$14,383
Net income (gross income less expenses)2016-12-31$76,204
Net plan assets at end of year (total assets less liabilities)2016-12-31$726,567
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$650,363
Total contributions received or receivable from employer(s)2016-12-31$46,688
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$8,867
2015 : LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$9,104
Expenses. Total of all expenses incurred2015-12-31$8,949
Total plan assets at end of year2015-12-31$650,363
Total plan assets at beginning of year2015-12-31$650,208
Other income received2015-12-31$-35,296
Net income (gross income less expenses)2015-12-31$155
Net plan assets at end of year (total assets less liabilities)2015-12-31$650,363
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$650,208
Total contributions received or receivable from employer(s)2015-12-31$44,400
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$8,949
2014 : LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$115,128
Expenses. Total of all expenses incurred2014-12-31$7,241
Total plan assets at end of year2014-12-31$650,208
Total plan assets at beginning of year2014-12-31$542,321
Total contributions received or receivable from participants2014-12-31$24,099
Expenses. Other expenses not covered elsewhere2014-12-31$7,241
Other income received2014-12-31$48,529
Net income (gross income less expenses)2014-12-31$107,887
Net plan assets at end of year (total assets less liabilities)2014-12-31$650,208
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$542,321
Total contributions received or receivable from employer(s)2014-12-31$42,500
2013 : LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$152,433
Expenses. Total of all expenses incurred2013-12-31$5,077
Total plan assets at end of year2013-12-31$542,321
Total plan assets at beginning of year2013-12-31$394,965
Expenses. Other expenses not covered elsewhere2013-12-31$5,077
Other income received2013-12-31$98,433
Net income (gross income less expenses)2013-12-31$147,356
Net plan assets at end of year (total assets less liabilities)2013-12-31$542,321
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$394,965
Total contributions received or receivable from employer(s)2013-12-31$54,000
2012 : LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$74,453
Expenses. Total of all expenses incurred2012-12-31$26,119
Benefits paid (including direct rollovers)2012-12-31$20,538
Total plan assets at end of year2012-12-31$394,965
Total plan assets at beginning of year2012-12-31$346,631
Expenses. Other expenses not covered elsewhere2012-12-31$5,581
Other income received2012-12-31$25,453
Net income (gross income less expenses)2012-12-31$48,334
Net plan assets at end of year (total assets less liabilities)2012-12-31$394,965
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$346,631
Total contributions received or receivable from employer(s)2012-12-31$49,000
2011 : LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$30,110
Expenses. Total of all expenses incurred2011-12-31$3,077
Total plan assets at end of year2011-12-31$346,631
Total plan assets at beginning of year2011-12-31$319,598
Expenses. Other expenses not covered elsewhere2011-12-31$3,077
Other income received2011-12-31$-12,679
Net income (gross income less expenses)2011-12-31$27,033
Net plan assets at end of year (total assets less liabilities)2011-12-31$346,631
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$319,598
Total contributions received or receivable from employer(s)2011-12-31$42,789
2010 : LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$38,872
Expenses. Total of all expenses incurred2010-12-31$1,595
Total plan assets at end of year2010-12-31$319,598
Total plan assets at beginning of year2010-12-31$282,321
Expenses. Other expenses not covered elsewhere2010-12-31$1,595
Other income received2010-12-31$762
Net income (gross income less expenses)2010-12-31$37,277
Net plan assets at end of year (total assets less liabilities)2010-12-31$319,598
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$282,321
Total contributions received or receivable from employer(s)2010-12-31$38,110

Form 5500 Responses for LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST

2021: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LAW OFFICES OF JEFFREY C. ERICKSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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