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DAVID W MARTIN ATTORNEY AT LAW 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameDAVID W MARTIN ATTORNEY AT LAW 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

DAVID W MARTIN ATTORNEY AT LAW 401 K PROFIT SHARING PLAN TRUST 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.
  • 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

DAVID W MARTIN ATTORNEY AT LAW has sponsored the creation of one or more 401k plans.

Company Name:DAVID W MARTIN ATTORNEY AT LAW
Employer identification number (EIN):823878078
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W MARTIN ATTORNEY AT LAW 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD ROJAS2024-07-02
0012022-01-01EDWARD ROJAS2023-06-16
0012021-01-01EDWARD ROJAS2022-04-19
0012020-01-01EDWARD ROJAS2021-07-19
0012019-01-01EDWARD ROJAS2020-04-06
0012018-01-01EDWARD ROJAS2019-06-03

Financial Data on DAVID W MARTIN ATTORNEY AT LAW 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : DAVID W MARTIN ATTORNEY AT LAW 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-160
Total liabilities as of the end of the plan year2025-07-160
Total liabilities as of the beginning of the plan year2025-07-160
Total expenses incurred by plan in this plan year2025-07-1625335
Net assets as of the end of the plan year2025-07-16532311
Total assets as of the beginning of the plan year2025-07-16333260
Participant contributions to plan in this plan year2025-07-16116103
Value of participant loans at end of plan year2025-07-1625114
Other expenses paid from plan in this plan year2025-07-160
Other contributions to plan in this plan year2025-07-160
Other income to plan in this plan year2025-07-1652156
Plan net income in this plan year2025-07-16199051
Net assets as of the end of the plan year2025-07-16532311
Net assets as of the beginning of the plan year2025-07-16333260
Employer contributions to plan in this plan year2025-07-1656127
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-165566
2024 : DAVID W MARTIN ATTORNEY AT LAW 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-020
Total liabilities as of the end of the plan year2024-07-020
Total liabilities as of the beginning of the plan year2024-07-020
Total expenses incurred by plan in this plan year2024-07-029223
Net assets as of the end of the plan year2024-07-02333260
Total assets as of the beginning of the plan year2024-07-02181872
Participant contributions to plan in this plan year2024-07-0272848
Value of participant loans at end of plan year2024-07-0240679
Other expenses paid from plan in this plan year2024-07-020
Other contributions to plan in this plan year2024-07-029616
Other income to plan in this plan year2024-07-0238931
Plan net income in this plan year2024-07-02151388
Net assets as of the end of the plan year2024-07-02333260
Net assets as of the beginning of the plan year2024-07-02181872
Employer contributions to plan in this plan year2024-07-0239216
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-022460
2022 : DAVID W MARTIN ATTORNEY AT LAW 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-190
Total liabilities as of the end of the plan year2022-04-190
Total liabilities as of the beginning of the plan year2022-04-190
Total expenses incurred by plan in this plan year2022-04-19820
Net assets as of the end of the plan year2022-04-19123299
Total assets as of the beginning of the plan year2022-04-1951307
Participant contributions to plan in this plan year2022-04-1942122
Other expenses paid from plan in this plan year2022-04-190
Other contributions to plan in this plan year2022-04-190
Other income to plan in this plan year2022-04-1913929
Plan net income in this plan year2022-04-1971992
Net assets as of the end of the plan year2022-04-19123299
Net assets as of the beginning of the plan year2022-04-1951307
Employer contributions to plan in this plan year2022-04-1916761
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-19820

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