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A & A LEGAL SERVICE 401(K) PLAN 401k Plan overview

Plan NameA & A LEGAL SERVICE 401(K) PLAN
Plan identification number 001

A & A LEGAL SERVICE 401(K) 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.
  • 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

A & A LEGAL SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:A & A LEGAL SERVICE, INC.
Employer identification number (EIN):943289453
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A & A LEGAL SERVICE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERTA J ANDERSON2024-05-10
0012022-01-01ROBERTA J ANDERSON2023-03-31
0012021-01-01ROBERTA J ANDERSON2022-07-13
0012020-01-01ROBERTA J ANDERSON2021-05-18
0012019-01-01BOBBIE ANDERSON2020-04-23
0012018-01-01ROBERTA J. ANDERSON2019-02-25
0012017-01-01ROBERTA J. ANDERSON2018-02-07
0012016-01-01ROBERTA J. ANDERSON2017-07-05
0012014-01-01ROBERTA J. ANDERSON2015-04-07
0012013-01-01ROBERTA J. ANDERSON2014-05-15
0012012-01-01ROBERTA J. ANDERSON2013-07-12
0012011-01-01ROBERTA ANDERSON2012-10-03
0012010-01-01ROBERTA ANDERSON2011-10-11
0012009-01-01ROBERTA ANDERSON

Plan Statistics for A & A LEGAL SERVICE 401(K) PLAN

401k plan membership statisitcs for A & A LEGAL SERVICE 401(K) PLAN

Measure Date Value
2025: A & A LEGAL SERVICE 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-2510
Total number of particpants at end of year2025-04-259
Number of Participants With Account Balances2025-04-259
2024: A & A LEGAL SERVICE 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-1011
Total number of particpants at end of year2024-05-1010
Number of Participants With Account Balances2024-05-1010
2022: A & A LEGAL SERVICE 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-1311
Total number of particpants at end of year2022-07-1311
Number of Participants With Account Balances2022-07-1310
2009: A & A LEGAL SERVICE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0115
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on A & A LEGAL SERVICE 401(K) PLAN

Measure Date Value
2025 : A & A LEGAL SERVICE 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-2545140
Net assets as of the end of the plan year2025-04-25937791
Total assets as of the beginning of the plan year2025-04-25867201
Value of plan covered by a fidelity bond2025-04-2590000
Participant contributions to plan in this plan year2025-04-2536455
Other contributions to plan in this plan year2025-04-250
Other income to plan in this plan year2025-04-2558728
Plan net income in this plan year2025-04-2570590
Net assets as of the end of the plan year2025-04-25937791
Net assets as of the beginning of the plan year2025-04-25867201
Employer contributions to plan in this plan year2025-04-2520547
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-250
2024 : A & A LEGAL SERVICE 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-1027000
Net assets as of the end of the plan year2024-05-10867201
Total assets as of the beginning of the plan year2024-05-10761075
Value of plan covered by a fidelity bond2024-05-1090000
Participant contributions to plan in this plan year2024-05-1034844
Other contributions to plan in this plan year2024-05-100
Other income to plan in this plan year2024-05-1080357
Plan net income in this plan year2024-05-10106126
Net assets as of the end of the plan year2024-05-10867201
Net assets as of the beginning of the plan year2024-05-10761075
Employer contributions to plan in this plan year2024-05-1017925
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-100
2022 : A & A LEGAL SERVICE 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-139086
Net assets as of the end of the plan year2022-07-131240497
Total assets as of the beginning of the plan year2022-07-131045663
Value of plan covered by a fidelity bond2022-07-1350000
Participant contributions to plan in this plan year2022-07-1322390
Other contributions to plan in this plan year2022-07-1333812
Other income to plan in this plan year2022-07-13126090
Plan net income in this plan year2022-07-13194834
Net assets as of the end of the plan year2022-07-131240497
Net assets as of the beginning of the plan year2022-07-131045663
Employer contributions to plan in this plan year2022-07-1321628
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-130

Form 5500 Responses for A & A LEGAL SERVICE 401(K) PLAN

2009: A & A LEGAL SERVICE 401(K) 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Potentially related plans

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