Logo

LAW OFFICES OF JUDITH R. FORMAN, P.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameLAW OFFICES OF JUDITH R. FORMAN, P.C. 401K PROFIT SHARING PLAN
Plan identification number 001

LAW OFFICES OF JUDITH R. FORMAN, P.C. 401K PROFIT SHARING 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
  • 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.
  • 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 JUDITH R. FORMAN, P. C. has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF JUDITH R. FORMAN, P. C.
Employer identification number (EIN):954694302
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF JUDITH R. FORMAN, P.C. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JUDITH R. FORMAN2024-06-27
0012022-01-01JUDITH R. FORMAN2023-09-29
0012021-01-01JUDITH R. FORMAN2022-04-30
0012020-01-01JUDITH R. FORMAN2021-10-08
0012019-01-01JUDITH R. FORMAN2020-07-30
0012018-01-01JUDITH R. FORMAN2019-05-02
0012017-01-01JUDITH R. FORMAN2018-07-19
0012016-01-01JUDITH FORMAN2017-10-10
0012015-01-01JUDITH FORMAN2016-08-18
0012014-01-01JUDITH FORMAN2015-09-21
0012013-01-01JUDITH FORMAN2014-08-07
0012012-01-01JUDITH FORMAN2013-02-08
0012011-01-01JUDITH FORMAN2012-03-28
0012009-01-01JUDITH FORMAN

Financial Data on LAW OFFICES OF JUDITH R. FORMAN, P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2025 : LAW OFFICES OF JUDITH R. FORMAN, P.C. 401K PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-170
Total liabilities as of the end of the plan year2025-07-170
Total liabilities as of the beginning of the plan year2025-07-170
Total expenses incurred by plan in this plan year2025-07-1781792
Net assets as of the end of the plan year2025-07-171606975
Total assets as of the beginning of the plan year2025-07-171456115
Value of plan covered by a fidelity bond2025-07-17250000
Participant contributions to plan in this plan year2025-07-1730500
Other expenses paid from plan in this plan year2025-07-170
Other contributions to plan in this plan year2025-07-170
Other income to plan in this plan year2025-07-17184696
Plan net income in this plan year2025-07-17150860
Net assets as of the end of the plan year2025-07-171606975
Net assets as of the beginning of the plan year2025-07-171456115
Employer contributions to plan in this plan year2025-07-1717456
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-179950
2024 : LAW OFFICES OF JUDITH R. FORMAN, P.C. 401K PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-06-270
Total liabilities as of the beginning of the plan year2024-06-270
Total expenses incurred by plan in this plan year2024-06-2772697
Net assets as of the end of the plan year2024-06-271456115
Total assets as of the beginning of the plan year2024-06-271244726
Value of plan covered by a fidelity bond2024-06-27250000
Participant contributions to plan in this plan year2024-06-2730000
Other expenses paid from plan in this plan year2024-06-270
Other contributions to plan in this plan year2024-06-270
Other income to plan in this plan year2024-06-27206611
Plan net income in this plan year2024-06-27211389
Net assets as of the end of the plan year2024-06-271456115
Net assets as of the beginning of the plan year2024-06-271244726
Employer contributions to plan in this plan year2024-06-2747475
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-278147
2022 : LAW OFFICES OF JUDITH R. FORMAN, P.C. 401K PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-300
Total liabilities as of the end of the plan year2022-04-300
Total liabilities as of the beginning of the plan year2022-04-300
Total expenses incurred by plan in this plan year2022-04-3069490
Net assets as of the end of the plan year2022-04-301493279
Total assets as of the beginning of the plan year2022-04-301317182
Value of plan covered by a fidelity bond2022-04-30250000
Participant contributions to plan in this plan year2022-04-3026000
Other expenses paid from plan in this plan year2022-04-300
Other contributions to plan in this plan year2022-04-300
Other income to plan in this plan year2022-04-30179374
Plan net income in this plan year2022-04-30176097
Net assets as of the end of the plan year2022-04-301493279
Net assets as of the beginning of the plan year2022-04-301317182
Employer contributions to plan in this plan year2022-04-3040213
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-307629
2010 : LAW OFFICES OF JUDITH R. FORMAN, P.C. 401K PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$60,894
Expenses. Total of all expenses incurred2010-12-31$89,774
Benefits paid (including direct rollovers)2010-12-31$86,163
Total plan assets at end of year2010-12-31$443,325
Total plan assets at beginning of year2010-12-31$472,205
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$5,500
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$55,394
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-28,880
Net plan assets at end of year (total assets less liabilities)2010-12-31$443,325
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$472,205
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,611
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for LAW OFFICES OF JUDITH R. FORMAN, P.C. 401K PROFIT SHARING PLAN

2009: LAW OFFICES OF JUDITH R. FORMAN, P.C. 401K PROFIT SHARING 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

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