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THE LAW OFFICES OF IAN HERZOG 401(K) PLAN 401k Plan overview

Plan NameTHE LAW OFFICES OF IAN HERZOG 401(K) PLAN
Plan identification number 002

THE LAW OFFICES OF IAN HERZOG 401(K) 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.
  • 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

THE LAW OFFICES OF IAN HERZOG has sponsored the creation of one or more 401k plans.

Company Name:THE LAW OFFICES OF IAN HERZOG
Employer identification number (EIN):953646307
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW OFFICES OF IAN HERZOG 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01IAN HERZOG2015-10-12
0022013-01-01IAN HERZOG2014-10-02
0022012-01-01IAN HERZOG2013-10-10

Financial Data on THE LAW OFFICES OF IAN HERZOG 401(K) PLAN

Measure Date Value
2025 : THE LAW OFFICES OF IAN HERZOG 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-030
Total expenses incurred by plan in this plan year2025-07-03226803
Net assets as of the end of the plan year2025-07-032063345
Total assets as of the beginning of the plan year2025-07-032162209
Value of plan covered by a fidelity bond2025-07-03300000
Participant contributions to plan in this plan year2025-07-0313131
Value of participant loans at end of plan year2025-07-0327641
Other income to plan in this plan year2025-07-03104888
Plan net income in this plan year2025-07-03-98864
Net assets as of the end of the plan year2025-07-032063345
Net assets as of the beginning of the plan year2025-07-032162209
Employer contributions to plan in this plan year2025-07-039920
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0315163
2024 : THE LAW OFFICES OF IAN HERZOG 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-230
Total liabilities as of the end of the plan year2024-09-230
Total liabilities as of the beginning of the plan year2024-09-230
Total expenses incurred by plan in this plan year2024-09-23496405
Net assets as of the end of the plan year2024-09-232162209
Total assets as of the beginning of the plan year2024-09-232422106
Value of plan covered by a fidelity bond2024-09-23300000
Participant contributions to plan in this plan year2024-09-2343708
Value of participant loans at end of plan year2024-09-2327286
Other expenses paid from plan in this plan year2024-09-2315982
Other contributions to plan in this plan year2024-09-230
Other income to plan in this plan year2024-09-23176937
Plan net income in this plan year2024-09-23-259897
Net assets as of the end of the plan year2024-09-232162209
Net assets as of the beginning of the plan year2024-09-232422106
Employer contributions to plan in this plan year2024-09-2315863
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-230
2022 : THE LAW OFFICES OF IAN HERZOG 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-26459394
Net assets as of the end of the plan year2022-09-262825827
Total assets as of the beginning of the plan year2022-09-263089186
Value of plan covered by a fidelity bond2022-09-26300000
Participant contributions to plan in this plan year2022-09-2641038
Value of participant loans at end of plan year2022-09-2625480
Other income to plan in this plan year2022-09-26136518
Plan net income in this plan year2022-09-26-263359
Net assets as of the end of the plan year2022-09-262825827
Net assets as of the beginning of the plan year2022-09-263089186
Employer contributions to plan in this plan year2022-09-2618479
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-2617235

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