401k Plan data: GEOFFREY ITTLEMAN PA 401(K) PLAN plan

GEOFFREY ITTLEMAN PA 401(K) PLAN 401k Plan overview

Plan Name	GEOFFREY ITTLEMAN PA 401(K) PLAN
Plan identification number	001

GEOFFREY ITTLEMAN PA 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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 GEOFFREY ITTLEMAN PA has sponsored the creation of one or more 401k plans.

Company Name: THE LAW OFFICES OF GEOFFREY ITTLEMAN PA

Employer identification number (EIN): 201482221

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEOFFREY ITTLEMAN PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 GEOFFREY ITTLEMAN 2022-09-01
001 2020-01-01 GEOFFREY ITTLEMAN 2021-10-05 GEOFFREY ITTLEMAN 2021-10-05
001 2019-01-01 GEOFFREY ITTLEMAN 2020-10-02
001 2018-01-01 GEOFFREY ITTLEMAN 2019-10-14
001 2017-01-01 GEOFFREY ITTLEMAN 2018-10-12
001 2016-01-01 GEOFFREY ITTLEMAN 2017-10-13
001 2015-01-01 GEOFFREY ITTLEMAN 2016-09-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	GEOFFREY ITTLEMAN	2022-09-01
001	2020-01-01	GEOFFREY ITTLEMAN	2021-10-05	GEOFFREY ITTLEMAN	2021-10-05
001	2019-01-01	GEOFFREY ITTLEMAN	2020-10-02
001	2018-01-01	GEOFFREY ITTLEMAN	2019-10-14
001	2017-01-01	GEOFFREY ITTLEMAN	2018-10-12
001	2016-01-01	GEOFFREY ITTLEMAN	2017-10-13
001	2015-01-01	GEOFFREY ITTLEMAN	2016-09-23

Financial Data on GEOFFREY ITTLEMAN PA 401(K) PLAN

Measure	Date	Value
2022 : GEOFFREY ITTLEMAN PA 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-09-01	0
Total expenses incurred by plan in this plan year	2022-09-01	86
Net assets as of the end of the plan year	2022-09-01	487861
Total assets as of the beginning of the plan year	2022-09-01	343678
Value of plan covered by a fidelity bond	2022-09-01	40000
Participant contributions to plan in this plan year	2022-09-01	19500
Other contributions to plan in this plan year	2022-09-01	0
Other income to plan in this plan year	2022-09-01	100769
Plan net income in this plan year	2022-09-01	144183
Net assets as of the end of the plan year	2022-09-01	487861
Net assets as of the beginning of the plan year	2022-09-01	343678
Employer contributions to plan in this plan year	2022-09-01	24000
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-01	86

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Company Name:	THE LAW OFFICES OF GEOFFREY ITTLEMAN PA
Employer identification number (EIN):	201482221
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers