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SCHRODER, JOSEPH & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSCHRODER, JOSEPH & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN
Plan identification number 001

SCHRODER, JOSEPH & ASSOCIATES, LLP 401(K) 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
  • 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

SCHRODER, JOSEPH & ASSOCIATES, LLP has sponsored the creation of one or more 401k plans.

Company Name:SCHRODER, JOSEPH & ASSOCIATES, LLP
Employer identification number (EIN):161614650
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about SCHRODER, JOSEPH & ASSOCIATES, LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2001-12-04
Company Identification Number: 2704728
Legal Registered Office Address: 392 PEARL STREET
SUITE 301
BUFFALO
United States of America (USA)
14202

More information about SCHRODER, JOSEPH & ASSOCIATES, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHRODER, JOSEPH & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LINDA JOSEPH2024-07-31 LINDA JOSEPH2024-07-31
0012022-01-01LINDA JOSEPH2023-09-29 LINDA H JOSEPH2023-09-29
0012021-01-01LINDA JOSEPH2022-09-27 LINDA H JOSEPH2022-09-27
0012020-01-01LINDA H JOSEPH2021-10-07 LINDA H JOSEPH2021-10-07
0012019-01-01LINDA JOSEPH2020-07-27 LINDA JOSEPH2020-07-27
0012018-01-01LINDA JOSEPH2019-10-07 LINDA JOSEPH2019-10-07
0012017-01-01LINDA JOSEPH2018-04-19 LINDA JOSEPH2018-04-19
0012016-01-01LINDA JOSEPH2017-07-25 LINDA JOSEPH2017-07-25
0012015-01-01LINDA JOSEPH2016-10-13 LINDA JOSEPH2016-10-13
0012014-01-01LINDA JOSEPH2015-07-01
0012013-01-01LINDA H. JOSEPH2014-07-15
0012012-01-01SCHRODER JOSEPH ASSOCIATES2013-07-25
0012011-01-01SCHRODER JOSEPH ASSOCIATES2012-07-23
0012010-01-01SCHRODER JOSEPH ASSOCIATES2011-10-13

Financial Data on SCHRODER, JOSEPH & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : SCHRODER, JOSEPH & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-0836359
Net assets as of the end of the plan year2025-07-081885751
Total assets as of the beginning of the plan year2025-07-081657842
Value of plan covered by a fidelity bond2025-07-08500000
Participant contributions to plan in this plan year2025-07-0840060
Value of participant loans at end of plan year2025-07-0845000
Other contributions to plan in this plan year2025-07-080
Other income to plan in this plan year2025-07-08212922
Plan net income in this plan year2025-07-08227909
Net assets as of the end of the plan year2025-07-081885751
Net assets as of the beginning of the plan year2025-07-081657842
Employer contributions to plan in this plan year2025-07-0811286
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0821622
2024 : SCHRODER, JOSEPH & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-3131457
Net assets as of the end of the plan year2024-07-311657842
Total assets as of the beginning of the plan year2024-07-311417107
Value of plan covered by a fidelity bond2024-07-31500000
Participant contributions to plan in this plan year2024-07-3142012
Value of participant loans at end of plan year2024-07-3145000
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-31218383
Plan net income in this plan year2024-07-31240735
Net assets as of the end of the plan year2024-07-311657842
Net assets as of the beginning of the plan year2024-07-311417107
Employer contributions to plan in this plan year2024-07-3111797
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3118510
2022 : SCHRODER, JOSEPH & ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-270
Total expenses incurred by plan in this plan year2022-09-2734058
Net assets as of the end of the plan year2022-09-271722244
Total assets as of the beginning of the plan year2022-09-271488877
Value of plan covered by a fidelity bond2022-09-27500000
Participant contributions to plan in this plan year2022-09-2736300
Value of participant loans at end of plan year2022-09-2745000
Other contributions to plan in this plan year2022-09-270
Other income to plan in this plan year2022-09-27220165
Plan net income in this plan year2022-09-27233367
Net assets as of the end of the plan year2022-09-271722244
Net assets as of the beginning of the plan year2022-09-271488877
Employer contributions to plan in this plan year2022-09-2710960
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-2719452

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