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GREEN FAMILY LAW, P.A. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameGREEN FAMILY LAW, P.A. 401(K) RETIREMENT PLAN
Plan identification number 001

GREEN FAMILY LAW, P.A. 401(K) RETIREMENT PLAN 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
  • 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.
  • 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

CARYN M. GREEN, P.A. D/B/A GREEN FAMILY LAW, P.A. has sponsored the creation of one or more 401k plans.

Company Name:CARYN M. GREEN, P.A. D/B/A GREEN FAMILY LAW, P.A.
Employer identification number (EIN):812585549
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREEN FAMILY LAW, P.A. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01

Plan Statistics for GREEN FAMILY LAW, P.A. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for GREEN FAMILY LAW, P.A. 401(K) RETIREMENT PLAN

Measure Date Value
2025: GREEN FAMILY LAW, P.A. 401(K) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-2210
Total number of particpants at end of year2025-09-2211
Number of Participants With Account Balances2025-09-2211
2024: GREEN FAMILY LAW, P.A. 401(K) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0910
Total number of particpants at end of year2024-10-0910
Number of Participants With Account Balances2024-10-0910

Financial Data on GREEN FAMILY LAW, P.A. 401(K) RETIREMENT PLAN

Measure Date Value
2025 : GREEN FAMILY LAW, P.A. 401(K) RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-2250
Net assets as of the end of the plan year2025-09-221549654
Total assets as of the beginning of the plan year2025-09-221170399
Value of plan covered by a fidelity bond2025-09-22117100
Participant contributions to plan in this plan year2025-09-22115500
Other income to plan in this plan year2025-09-22179187
Plan net income in this plan year2025-09-22379255
Net assets as of the end of the plan year2025-09-221549654
Net assets as of the beginning of the plan year2025-09-221170399
Employer contributions to plan in this plan year2025-09-2284618
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2250
2024 : GREEN FAMILY LAW, P.A. 401(K) RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0922855
Net assets as of the end of the plan year2024-10-091170399
Total assets as of the beginning of the plan year2024-10-09747155
Value of plan covered by a fidelity bond2024-10-0980000
Participant contributions to plan in this plan year2024-10-09109888
Other contributions to plan in this plan year2024-10-0993239
Other income to plan in this plan year2024-10-09161815
Plan net income in this plan year2024-10-09423244
Net assets as of the end of the plan year2024-10-091170399
Net assets as of the beginning of the plan year2024-10-09747155
Employer contributions to plan in this plan year2024-10-0981157
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-09385

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