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LAW OFFICE OF SEAN STOKES 401k Plan overview

Plan NameLAW OFFICE OF SEAN STOKES
Plan identification number 001

LAW OFFICE OF SEAN STOKES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

SEAN STOKES has sponsored the creation of one or more 401k plans.

Company Name:SEAN STOKES
Employer identification number (EIN):812288444
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF SEAN STOKES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SEAN STOKES
0012016-08-01SEAN STOKES

Plan Statistics for LAW OFFICE OF SEAN STOKES

401k plan membership statisitcs for LAW OFFICE OF SEAN STOKES

Measure Date Value
2020: LAW OFFICE OF SEAN STOKES 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LAW OFFICE OF SEAN STOKES 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LAW OFFICE OF SEAN STOKES 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LAW OFFICE OF SEAN STOKES 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LAW OFFICE OF SEAN STOKES 2016 401k membership
Total participants, beginning-of-year2016-08-010
Total number of active participants reported on line 7a of the Form 55002016-08-012
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-010
Total of all active and inactive participants2016-08-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-010
Total participants2016-08-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-010

Financial Data on LAW OFFICE OF SEAN STOKES

Measure Date Value
2020 : LAW OFFICE OF SEAN STOKES 2020 401k financial data
Total income from all sources2020-12-31$30,615
Total plan assets at end of year2020-12-31$237,700
Total plan assets at beginning of year2020-12-31$207,085
Total contributions received or receivable from participants2020-12-31$6,239
Other income received2020-12-31$24,376
Net income (gross income less expenses)2020-12-31$30,615
Net plan assets at end of year (total assets less liabilities)2020-12-31$237,700
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$207,085
Assets. Value of participant loans2020-12-31$40,975
2019 : LAW OFFICE OF SEAN STOKES 2019 401k financial data
Total income from all sources2019-12-31$30,235
Total plan assets at end of year2019-12-31$207,085
Total plan assets at beginning of year2019-12-31$176,850
Total contributions received or receivable from participants2019-12-31$6,500
Other income received2019-12-31$23,735
Net income (gross income less expenses)2019-12-31$30,235
Net plan assets at end of year (total assets less liabilities)2019-12-31$207,085
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$176,850
Assets. Value of participant loans2019-12-31$40,975
2018 : LAW OFFICE OF SEAN STOKES 2018 401k financial data
Total income from all sources2018-12-31$-836
Expenses. Total of all expenses incurred2018-12-31$768
Total plan assets at end of year2018-12-31$176,850
Total plan assets at beginning of year2018-12-31$178,454
Total contributions received or receivable from participants2018-12-31$5,899
Other income received2018-12-31$-6,735
Net income (gross income less expenses)2018-12-31$-1,604
Net plan assets at end of year (total assets less liabilities)2018-12-31$176,850
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$178,454
Assets. Value of participant loans2018-12-31$40,975
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$768
2017 : LAW OFFICE OF SEAN STOKES 2017 401k financial data
Total income from all sources2017-12-31$22,940
Expenses. Total of all expenses incurred2017-12-31$807
Total plan assets at end of year2017-12-31$178,454
Total plan assets at beginning of year2017-12-31$156,321
Total contributions received or receivable from participants2017-12-31$4,727
Contributions received from other sources (not participants or employers)2017-12-31$274
Other income received2017-12-31$15,390
Net income (gross income less expenses)2017-12-31$22,133
Net plan assets at end of year (total assets less liabilities)2017-12-31$178,454
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$156,321
Assets. Value of participant loans2017-12-31$40,975
Total contributions received or receivable from employer(s)2017-12-31$2,549
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$807
2016 : LAW OFFICE OF SEAN STOKES 2016 401k financial data
Total income from all sources2016-12-31$156,321
Total plan assets at end of year2016-12-31$156,321
Total plan assets at beginning of year2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$156,321
Net income (gross income less expenses)2016-12-31$156,321
Net plan assets at end of year (total assets less liabilities)2016-12-31$156,321
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Assets. Value of participant loans2016-12-31$50,000

Form 5500 Responses for LAW OFFICE OF SEAN STOKES

2020: LAW OFFICE OF SEAN STOKES 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 OFFICE OF SEAN STOKES 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 OFFICE OF SEAN STOKES 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 OFFICE OF SEAN STOKES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAW OFFICE OF SEAN STOKES 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01First time form 5500 has been submittedYes
2016-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement - TrustYes

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