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LAW OFFICE OF VALERIE WULFF SHERMAN RETIREMENT TRUST 401k Plan overview

Plan NameLAW OFFICE OF VALERIE WULFF SHERMAN RETIREMENT TRUST
Plan identification number 001

LAW OFFICE OF VALERIE WULFF SHERMAN RETIREMENT TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

LAW OFFICE OF VALERIE WULFF SHERMAN has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF VALERIE WULFF SHERMAN
Employer identification number (EIN):770713718
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF VALERIE WULFF SHERMAN RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01VALERIE SHERMAN2023-08-04
0012021-01-01VALERIE SHERMAN2022-08-12
0012019-01-01
0012018-01-01VALERIE WULFF SHERMAN2019-07-23
0012017-01-01VALERIE SHERMAN2018-07-26
0012016-01-01VALERIE SHERMAN2017-10-12 VALERIE SHERMAN2017-10-12
0012015-01-01VALERIE SHERMAN2016-07-25
0012014-01-01VALERIE SHERMAN2015-08-03 VALERIE SHERMAN2015-08-03
0012013-01-01VALERIE SHERMAN2014-10-14 VALERIE SHERMAN2014-10-14

Plan Statistics for LAW OFFICE OF VALERIE WULFF SHERMAN RETIREMENT TRUST

401k plan membership statisitcs for LAW OFFICE OF VALERIE WULFF SHERMAN RETIREMENT TRUST

Measure Date Value
2019: LAW OFFICE OF VALERIE WULFF SHERMAN RETIREMENT TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
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
Number of employers contributing to the scheme2019-01-011

Form 5500 Responses for LAW OFFICE OF VALERIE WULFF SHERMAN RETIREMENT TRUST

2019: LAW OFFICE OF VALERIE WULFF SHERMAN RETIREMENT TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes

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