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THE LEGAL CLINIC 401(K) PLAN 401k Plan overview

Plan NameTHE LEGAL CLINIC 401(K) PLAN
Plan identification number 001

THE LEGAL CLINIC 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

THE LEGAL CLINIC has sponsored the creation of one or more 401k plans.

Company Name:THE LEGAL CLINIC
Employer identification number (EIN):822821392
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LEGAL CLINIC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-05-08
0012022-01-01CHRISTINE RIMER2023-05-26
0012021-01-01CHRISTINE RIMER2022-06-01
0012020-01-01CAROL HO2021-05-27
0012019-01-01CAROL HO2020-07-02

Financial Data on THE LEGAL CLINIC 401(K) PLAN

Measure Date Value
2025 : THE LEGAL CLINIC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-120
Total liabilities as of the end of the plan year2025-04-120
Total liabilities as of the beginning of the plan year2025-04-120
Total expenses incurred by plan in this plan year2025-04-127822
Net assets as of the end of the plan year2025-04-12131264
Total assets as of the beginning of the plan year2025-04-1288186
Value of plan covered by a fidelity bond2025-04-12917471694
Participant contributions to plan in this plan year2025-04-1220788
Other expenses paid from plan in this plan year2025-04-120
Other contributions to plan in this plan year2025-04-122436
Other income to plan in this plan year2025-04-1214627
Plan net income in this plan year2025-04-1243078
Net assets as of the end of the plan year2025-04-12131264
Net assets as of the beginning of the plan year2025-04-1288186
Value of contributions failed to transmitted timely2025-04-120
Employer contributions to plan in this plan year2025-04-1213049
Fees paid to broker by Benefit Provider2025-04-120
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-12518
2024 : THE LEGAL CLINIC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-080
Total liabilities as of the end of the plan year2024-05-080
Total liabilities as of the beginning of the plan year2024-05-080
Total expenses incurred by plan in this plan year2024-05-08274
Net assets as of the end of the plan year2024-05-0888186
Total assets as of the beginning of the plan year2024-05-0855218
Value of plan covered by a fidelity bond2024-05-08705050000
Participant contributions to plan in this plan year2024-05-0812649
Other expenses paid from plan in this plan year2024-05-080
Other contributions to plan in this plan year2024-05-08263
Other income to plan in this plan year2024-05-0812312
Plan net income in this plan year2024-05-0832968
Net assets as of the end of the plan year2024-05-0888186
Net assets as of the beginning of the plan year2024-05-0855218
Value of contributions failed to transmitted timely2024-05-08539
Employer contributions to plan in this plan year2024-05-088018
Fees paid to broker by Benefit Provider2024-05-080
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-08274
2022 : THE LEGAL CLINIC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-010
Total liabilities as of the end of the plan year2022-06-010
Total liabilities as of the beginning of the plan year2022-06-010
Total expenses incurred by plan in this plan year2022-06-0122
Net assets as of the end of the plan year2022-06-0137608
Total assets as of the beginning of the plan year2022-06-0115861
Value of plan covered by a fidelity bond2022-06-01336000000
Participant contributions to plan in this plan year2022-06-0110931
Other expenses paid from plan in this plan year2022-06-010
Other contributions to plan in this plan year2022-06-010
Other income to plan in this plan year2022-06-014098
Plan net income in this plan year2022-06-0121747
Net assets as of the end of the plan year2022-06-0137608
Net assets as of the beginning of the plan year2022-06-0115861
Value of contributions failed to transmitted timely2022-06-011558
Employer contributions to plan in this plan year2022-06-016740
Fees paid to broker by Benefit Provider2022-06-010
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-0122

Potentially related plans

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