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THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST 401k Plan overview

Plan NameTHE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST
Plan identification number 001

THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

THE LAW OFFICE OF K. THOMAS FINKE has sponsored the creation of one or more 401k plans.

Company Name:THE LAW OFFICE OF K. THOMAS FINKE
Employer identification number (EIN):860804647
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01KENNETH T. FINKE2021-07-28
0012019-01-01KENNETH T. FINKE2020-09-29
0012018-01-01KENNETH T. FINKE2019-10-08
0012017-01-01KENNETH T. FINKE2018-06-06
0012016-01-01KENNETH T. FINKE2017-07-19
0012015-01-01KENNETH T. FINKE2016-05-10
0012014-01-01KENNETH T. FINKE2015-07-28
0012013-01-01KENNETH T. FINKE
0012012-01-01KENNETH T. FINKE
0012011-01-01KENNETH T FINKE
0012009-01-01KENNETH T FINKE

Plan Statistics for THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST

401k plan membership statisitcs for THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST

Measure Date Value
2013: THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST

Measure Date Value
2013 : THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$169,245
Expenses. Total of all expenses incurred2013-12-31$39,607
Benefits paid (including direct rollovers)2013-12-31$39,607
Total plan assets at end of year2013-12-31$1,107,941
Total plan assets at beginning of year2013-12-31$978,303
Value of fidelity bond covering the plan2013-12-31$100,000
Other income received2013-12-31$133,314
Net income (gross income less expenses)2013-12-31$129,638
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,107,941
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$978,303
Total contributions received or receivable from employer(s)2013-12-31$35,931
Funding deficiency by the employer to the plan for this plan year2013-12-31$34,758
Minimum employer required contribution for this plan year2013-12-31$34,758
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$97,513
Expenses. Total of all expenses incurred2012-12-31$74,309
Benefits paid (including direct rollovers)2012-12-31$74,309
Total plan assets at end of year2012-12-31$978,303
Total plan assets at beginning of year2012-12-31$955,099
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$66,853
Net income (gross income less expenses)2012-12-31$23,204
Net plan assets at end of year (total assets less liabilities)2012-12-31$978,303
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$955,099
Total contributions received or receivable from employer(s)2012-12-31$30,660
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$35,932
Amount contributed by the employer to the plan for this plan year2012-12-31$35,932
2011 : THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$16,291
Total plan assets at end of year2011-12-31$955,099
Total plan assets at beginning of year2011-12-31$938,808
Value of fidelity bond covering the plan2011-12-31$100,000
Other income received2011-12-31$-15,701
Net income (gross income less expenses)2011-12-31$16,291
Net plan assets at end of year (total assets less liabilities)2011-12-31$955,099
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$938,808
Total contributions received or receivable from employer(s)2011-12-31$31,992
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$30,660
Amount contributed by the employer to the plan for this plan year2011-12-31$30,660
2010 : THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$66,325
Total plan assets at end of year2010-12-31$938,808
Total plan assets at beginning of year2010-12-31$872,483
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$36,204
Net income (gross income less expenses)2010-12-31$66,325
Net plan assets at end of year (total assets less liabilities)2010-12-31$938,808
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$872,483
Total contributions received or receivable from employer(s)2010-12-31$30,121
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$30,121
Amount contributed by the employer to the plan for this plan year2010-12-31$30,121
2009 : THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$31,690
Amount contributed by the employer to the plan for this plan year2009-12-31$31,690

Form 5500 Responses for THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST

2013: THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE LAW OFFICE OF K. THOMAS FINKE SOLE PROPRIETORSHIP MONEY PURCHASE PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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