Logo

LAW OFFICES OF SCHELLART JOYCE PROFIT SHARING PLAN 401k Plan overview

Plan NameLAW OFFICES OF SCHELLART JOYCE PROFIT SHARING PLAN
Plan identification number 001

LAW OFFICES OF SCHELLART JOYCE PROFIT SHARING 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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 SCHELLART JOYCE has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF SCHELLART JOYCE
Employer identification number (EIN):853990747
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF SCHELLART JOYCE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SUSAN KERR2024-07-11 SUSAN L. KERR2024-07-11
0012022-01-01SUSAN L KERR2023-06-15
0012021-01-01SUSAN L KERR2022-07-28

Financial Data on LAW OFFICES OF SCHELLART JOYCE PROFIT SHARING PLAN

Measure Date Value
2025 : LAW OFFICES OF SCHELLART JOYCE PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-220
Total expenses incurred by plan in this plan year2025-07-226006
Net assets as of the end of the plan year2025-07-22350845
Total assets as of the beginning of the plan year2025-07-22306190
Value of plan covered by a fidelity bond2025-07-2240000
Participant contributions to plan in this plan year2025-07-229466
Value of participant loans at end of plan year2025-07-221911
Other income to plan in this plan year2025-07-2232765
Plan net income in this plan year2025-07-2244655
Net assets as of the end of the plan year2025-07-22350845
Net assets as of the beginning of the plan year2025-07-22306190
Value of employer contributions paid2025-07-220
Employer contributions to plan in this plan year2025-07-228430
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-226
2024 : LAW OFFICES OF SCHELLART JOYCE PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-110
Total expenses incurred by plan in this plan year2024-07-1184743
Net assets as of the end of the plan year2024-07-11306190
Total assets as of the beginning of the plan year2024-07-11339811
Value of plan covered by a fidelity bond2024-07-1140000
Participant contributions to plan in this plan year2024-07-114695
Value of participant loans at end of plan year2024-07-114547
Other income to plan in this plan year2024-07-1141913
Plan net income in this plan year2024-07-11-33621
Net assets as of the end of the plan year2024-07-11306190
Net assets as of the beginning of the plan year2024-07-11339811
Value of employer contributions paid2024-07-110
Employer contributions to plan in this plan year2024-07-114514
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1130
2022 : LAW OFFICES OF SCHELLART JOYCE PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-28194582
Net assets as of the end of the plan year2022-07-28386580
Total assets as of the beginning of the plan year2022-07-28541183
Value of plan covered by a fidelity bond2022-07-2840000
Participant contributions to plan in this plan year2022-07-284556
Value of participant loans at end of plan year2022-07-285921
Other expenses paid from plan in this plan year2022-07-280
Other income to plan in this plan year2022-07-2831638
Plan net income in this plan year2022-07-28-154603
Net assets as of the end of the plan year2022-07-28386580
Net assets as of the beginning of the plan year2022-07-28541183
Value of employer contributions paid2022-07-280
Employer contributions to plan in this plan year2022-07-283785
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-280

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1