401k Plan data: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN plan

STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 401k Plan overview

Plan Name	STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN
Plan identification number	001

STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

STACEY & FUNYAK has sponsored the creation of one or more 401k plans.

Company Name: STACEY & FUNYAK

Employer identification number (EIN): 810488899

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KEVIN FUNYAK 2023-07-24
001 2021-01-01 KEVIN FUNYAK 2022-07-25 KEVIN FUNYAK 2022-07-25
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 KEVIN FUNYAK 2015-04-06 KEVIN FUNYAK 2015-04-06
001 2013-01-01 KEVIN FUNYAK 2014-05-19 KEVIN FUNYAK 2014-05-19
001 2012-01-01 KEVIN FUNYAK KEVIN FUNYAK 2013-07-17
001 2011-01-01 KEVIN FUNYAK KEVIN FUNYAK 2012-07-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	KEVIN FUNYAK	2023-07-24
001	2021-01-01	KEVIN FUNYAK	2022-07-25	KEVIN FUNYAK	2022-07-25
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	KEVIN FUNYAK	2015-04-06	KEVIN FUNYAK	2015-04-06
001	2013-01-01	KEVIN FUNYAK	2014-05-19	KEVIN FUNYAK	2014-05-19
001	2012-01-01	KEVIN FUNYAK		KEVIN FUNYAK	2013-07-17
001	2011-01-01	KEVIN FUNYAK		KEVIN FUNYAK	2012-07-10

Plan Statistics for STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN

401k plan membership statisitcs for STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN

Measure Date Value
2022: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 7
Number of participants with account balances 2022-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2012: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Total of all active and inactive participants 2012-01-01 6
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
2011: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6

Measure	Date	Value
2022: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	7
Number of participants with account balances	2022-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2012: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Total of all active and inactive participants	2012-01-01	6
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
2011: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6

Financial Data on STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN

Measure	Date	Value
2022 : STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$89,870
Expenses. Total of all expenses incurred	2022-12-31	$7,547
Benefits paid (including direct rollovers)	2022-12-31	$7,547
Total plan assets at end of year	2022-12-31	$4,424,601
Total plan assets at beginning of year	2022-12-31	$4,342,278
Value of fidelity bond covering the plan	2022-12-31	$443,000
Total contributions received or receivable from participants	2022-12-31	$37,500
Other income received	2022-12-31	$-31,282
Net income (gross income less expenses)	2022-12-31	$82,323
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,424,601
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,342,278
Assets. Value of real-estate (other than employer real property)	2022-12-31	$2,199,721
Total contributions received or receivable from employer(s)	2022-12-31	$83,652
2021 : STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,071,432
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$4,342,278
Total plan assets at beginning of year	2021-12-31	$3,270,846
Value of fidelity bond covering the plan	2021-12-31	$435,000
Total contributions received or receivable from participants	2021-12-31	$43,000
Other income received	2021-12-31	$956,149
Net income (gross income less expenses)	2021-12-31	$1,071,432
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,342,278
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,270,846
Assets. Value of real-estate (other than employer real property)	2021-12-31	$2,031,323
Total contributions received or receivable from employer(s)	2021-12-31	$72,283
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2012 : STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$310,138
Expenses. Total of all expenses incurred	2012-12-31	$5,000
Benefits paid (including direct rollovers)	2012-12-31	$5,000
Total plan assets at end of year	2012-12-31	$1,565,103
Total plan assets at beginning of year	2012-12-31	$1,259,965
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$25,600
Other income received	2012-12-31	$215,511
Net income (gross income less expenses)	2012-12-31	$305,138
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,565,103
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,259,965
Assets. Value of real-estate (other than employer real property)	2012-12-31	$543,072
Total contributions received or receivable from employer(s)	2012-12-31	$69,027
2011 : STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-62,701
Expenses. Total of all expenses incurred	2011-12-31	$14,000
Benefits paid (including direct rollovers)	2011-12-31	$14,000
Total plan assets at end of year	2011-12-31	$1,259,965
Total plan assets at beginning of year	2011-12-31	$1,336,666
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$25,600
Other income received	2011-12-31	$-154,862
Net income (gross income less expenses)	2011-12-31	$-76,701
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,259,965
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,336,666
Assets. Value of real-estate (other than employer real property)	2011-12-31	$403,976
Total contributions received or receivable from employer(s)	2011-12-31	$66,561
2010 : STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$170,652
Total plan assets at end of year	2010-12-31	$1,336,666
Total plan assets at beginning of year	2010-12-31	$1,166,014
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$24,400
Other income received	2010-12-31	$86,210
Net income (gross income less expenses)	2010-12-31	$170,652
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,336,666
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,166,014
Assets. Value of real-estate (other than employer real property)	2010-12-31	$539,000
Total contributions received or receivable from employer(s)	2010-12-31	$60,042

Form 5500 Responses for STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN

2022: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2012: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STACEY & FUNYAK 401(K) SAFE HARBOR PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STACEY & FUNYAK
Employer identification number (EIN):	810488899
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers