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JAMES RUSSELL, PLLC 401K PLAN 401k Plan overview

Plan NameJAMES RUSSELL, PLLC 401K PLAN
Plan identification number 001

JAMES RUSSELL, PLLC 401K 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.
  • 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.
  • 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

JAMES RUSSELL, PLLC has sponsored the creation of one or more 401k plans.

Company Name:JAMES RUSSELL, PLLC
Employer identification number (EIN):912024852
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about JAMES RUSSELL, PLLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2000-02-18
Company Identification Number: 602015767
Legal Registered Office Address: 601 UNION ST STE 2600

SEATTLE
United States of America (USA)
981014000

More information about JAMES RUSSELL, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES RUSSELL, PLLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERISA FIDUCIARY SERVICES2024-05-06
0012022-01-01ERISA FIDUCIARY SERVICES2023-04-08
0012021-01-01ERISA FIDUCIARY SERVICES2022-06-10
0012020-01-01ERISA FIDUCIARY SERVICES2021-04-04
0012019-01-01ERISA FIDUCIARY SERVICES2020-04-09
0012018-01-01ERISA FIDUCIARY SERVICES2019-07-22
0012017-01-01NEIL HEINEMAN2018-09-13
0012016-01-01NEIL HEINEMAN2017-07-13
0012015-01-01NEIL HEINEMAN2016-07-08
0012014-01-01NEIL HEINEMAN2015-07-01
0012013-01-01NEIL HEINEMAN2014-07-30
0012012-01-01NEIL HEINEMAN2013-10-14
0012011-01-01NEIL HEINEMAN2012-10-15
0012010-01-01TAMMY WEISSER2011-10-11
0012009-01-01JAMES RUSSELL JAMES RUSSELL2010-10-15

Financial Data on JAMES RUSSELL, PLLC 401K PLAN

Measure Date Value
2025 : JAMES RUSSELL, PLLC 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-070
Total liabilities as of the end of the plan year2025-04-070
Total liabilities as of the beginning of the plan year2025-04-070
Total expenses incurred by plan in this plan year2025-04-0754810
Net assets as of the end of the plan year2025-04-072292797
Total assets as of the beginning of the plan year2025-04-071911031
Value of plan covered by a fidelity bond2025-04-07191103
Participant contributions to plan in this plan year2025-04-07149282
Value of participant loans at end of plan year2025-04-0737131
Other expenses paid from plan in this plan year2025-04-070
Other contributions to plan in this plan year2025-04-079978
Other income to plan in this plan year2025-04-07237614
Plan net income in this plan year2025-04-07381766
Net assets as of the end of the plan year2025-04-072292797
Net assets as of the beginning of the plan year2025-04-071911031
Employer contributions to plan in this plan year2025-04-0739702
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0725428
2024 : JAMES RUSSELL, PLLC 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-060
Total liabilities as of the end of the plan year2024-05-060
Total liabilities as of the beginning of the plan year2024-05-060
Total expenses incurred by plan in this plan year2024-05-06500186
Net assets as of the end of the plan year2024-05-061911031
Total assets as of the beginning of the plan year2024-05-061761882
Value of plan covered by a fidelity bond2024-05-06176188
Participant contributions to plan in this plan year2024-05-06123349
Other expenses paid from plan in this plan year2024-05-060
Other contributions to plan in this plan year2024-05-06144612
Other income to plan in this plan year2024-05-06347634
Plan net income in this plan year2024-05-06149149
Net assets as of the end of the plan year2024-05-061911031
Net assets as of the beginning of the plan year2024-05-061761882
Employer contributions to plan in this plan year2024-05-0633740
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-0621828
2022 : JAMES RUSSELL, PLLC 401K PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-100
Total liabilities as of the end of the plan year2022-06-100
Total liabilities as of the beginning of the plan year2022-06-100
Total expenses incurred by plan in this plan year2022-06-10119134
Net assets as of the end of the plan year2022-06-102036023
Total assets as of the beginning of the plan year2022-06-101613021
Value of plan covered by a fidelity bond2022-06-10161302
Participant contributions to plan in this plan year2022-06-10125334
Other expenses paid from plan in this plan year2022-06-100
Other contributions to plan in this plan year2022-06-1054115
Other income to plan in this plan year2022-06-10333495
Plan net income in this plan year2022-06-10423002
Net assets as of the end of the plan year2022-06-102036023
Net assets as of the beginning of the plan year2022-06-101613021
Employer contributions to plan in this plan year2022-06-1029192
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-1018416

Form 5500 Responses for JAMES RUSSELL, PLLC 401K PLAN

2009: JAMES RUSSELL, PLLC 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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