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LAW OFFICES OF JULIANN KOCER, P.S. 401(K) PLAN 401k Plan overview

Plan NameLAW OFFICES OF JULIANN KOCER, P.S. 401(K) PLAN
Plan identification number 001

LAW OFFICES OF JULIANN KOCER, P.S. 401(K) PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 OFFICES OF JULIANN KOCER, P.S. has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF JULIANN KOCER, P.S.
Employer identification number (EIN):810575671
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF JULIANN KOCER, P.S. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JULIANN KOCER2024-07-24 JULIANN KOCER2024-07-24
0012022-01-01JULIANN KOCER2023-10-11 JULIANN KOCER2023-10-11
0012021-01-01JULIANN KOCER2022-09-22 JULIANN KOCER2022-09-22
0012020-01-01JULIANN KOCER2021-09-14 JULIANN KOCER2021-09-14
0012019-01-01JULIANN KOCER2020-08-31 JULIANN KOCER2020-08-31
0012018-01-01JULIANN KOCER2019-10-11 JULIANN KOCER2019-10-11
0012017-01-01JULIANN KOCER2018-09-04 JULIANN KOCER2018-09-04
0012016-01-01JULIANN KOCER2017-10-16 JULIANN KOCER2017-10-16
0012014-01-01JULIANN KOCER2015-09-16
0012013-01-01JULIANN KOCER2014-10-10
0012012-01-01JULIANN KOCER2013-10-09
0012011-01-01JULIANN KOCER2012-06-25
0012010-01-01JULIANN KOCER2011-07-29

Plan Statistics for LAW OFFICES OF JULIANN KOCER, P.S. 401(K) PLAN

401k plan membership statisitcs for LAW OFFICES OF JULIANN KOCER, P.S. 401(K) PLAN

Measure Date Value
2025: LAW OFFICES OF JULIANN KOCER, P.S. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-262
Total number of particpants at end of year2025-06-262
Number of Participants With Account Balances2025-06-262
2024: LAW OFFICES OF JULIANN KOCER, P.S. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-242
Total number of particpants at end of year2024-07-242
Number of Participants With Account Balances2024-07-242

Financial Data on LAW OFFICES OF JULIANN KOCER, P.S. 401(K) PLAN

Measure Date Value
2025 : LAW OFFICES OF JULIANN KOCER, P.S. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-264010
Net assets as of the end of the plan year2025-06-26839945
Total assets as of the beginning of the plan year2025-06-26702274
Value of plan covered by a fidelity bond2025-06-26100000
Participant contributions to plan in this plan year2025-06-2631600
Other contributions to plan in this plan year2025-06-26632
Other income to plan in this plan year2025-06-2664484
Plan net income in this plan year2025-06-26137671
Net assets as of the end of the plan year2025-06-26839945
Net assets as of the beginning of the plan year2025-06-26702274
Employer contributions to plan in this plan year2025-06-2644965
Fees paid to broker by Benefit Provider2025-06-26341
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-264010
2024 : LAW OFFICES OF JULIANN KOCER, P.S. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-244217
Net assets as of the end of the plan year2024-07-24702274
Total assets as of the beginning of the plan year2024-07-24543799
Value of plan covered by a fidelity bond2024-07-2475000
Participant contributions to plan in this plan year2024-07-2431200
Other expenses paid from plan in this plan year2024-07-244217
Other income to plan in this plan year2024-07-2491346
Plan net income in this plan year2024-07-24158475
Net assets as of the end of the plan year2024-07-24702274
Net assets as of the beginning of the plan year2024-07-24543799
Value of contributions failed to transmitted timely2024-07-24450
Employer contributions to plan in this plan year2024-07-2440146

Potentially related plans

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