Logo

J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJ. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 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

J. JOYCE & ASSOCIATES LAW FIRM PC has sponsored the creation of one or more 401k plans.

Company Name:J. JOYCE & ASSOCIATES LAW FIRM PC
Employer identification number (EIN):204877844
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEVEN STOUT2022-11-28
0012021-01-01STEVEN STOUT2022-07-26
0012020-01-01STEVEN STOUT2021-07-22
0012019-01-01STEVEN STOUT2020-07-24
0012018-01-01STEVEN STOUT2019-10-10
0012017-01-01JOSEPH JOYCE JOSEPH JOYCE2018-03-17
0012016-01-01JOSEPH JOYCE JOSEPH JOYCE2017-09-18
0012015-01-01JOSEPH JOYCE JOSEPH JOYCE2016-10-17
0012014-01-01JOSEPH JOYCE JOSEPH JOYCE2015-10-07
0012013-01-01JOSEPH JOYCE JOSEPH JOYCE2014-07-25
0012012-01-01JOSEPH JOYCE JOSEPH JOYCE2013-09-18
0012011-01-01JOSPEH JOYCE JOSPEH JOYCE2012-07-25
0012010-01-01JOSEPH JOYCE JOSEPH JOYCE2011-07-19
0012009-01-01JOSEPH JOYCE JOSEPH JOYCE2010-10-12

Financial Data on J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-26138143
Net assets as of the end of the plan year2022-07-261228490
Total assets as of the beginning of the plan year2022-07-261124910
Value of plan covered by a fidelity bond2022-07-26500000
Participant contributions to plan in this plan year2022-07-2686244
Value of participant loans at end of plan year2022-07-260
Other expenses paid from plan in this plan year2022-07-260
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-26118572
Plan net income in this plan year2022-07-26103580
Net assets as of the end of the plan year2022-07-261228490
Net assets as of the beginning of the plan year2022-07-261124910
Value of contributions failed to transmitted timely2022-07-260
Employer contributions to plan in this plan year2022-07-2636907
Fees paid to broker by Benefit Provider2022-07-260
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2612160
2017 : J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$121,060
Expenses. Total of all expenses incurred2017-12-31$2,806
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$702,210
Total plan assets at beginning of year2017-12-31$583,956
Value of fidelity bond covering the plan2017-12-31$71,000
Total contributions received or receivable from participants2017-12-31$37,416
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$3,094
Other income received2017-12-31$65,774
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$118,254
Net plan assets at end of year (total assets less liabilities)2017-12-31$702,210
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$583,956
Total contributions received or receivable from employer(s)2017-12-31$14,776
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,806
2016 : J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$72,943
Expenses. Total of all expenses incurred2016-12-31$3,465
Benefits paid (including direct rollovers)2016-12-31$953
Total plan assets at end of year2016-12-31$583,956
Total plan assets at beginning of year2016-12-31$514,478
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$29,000
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$31,660
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$69,478
Net plan assets at end of year (total assets less liabilities)2016-12-31$583,956
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$514,478
Total contributions received or receivable from employer(s)2016-12-31$12,283
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,512
2015 : J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$26,618
Expenses. Total of all expenses incurred2015-12-31$2,382
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$514,478
Total plan assets at beginning of year2015-12-31$490,242
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$27,770
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-12,595
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$24,236
Net plan assets at end of year (total assets less liabilities)2015-12-31$514,478
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$490,242
Total contributions received or receivable from employer(s)2015-12-31$11,443
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,382
2014 : J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$76,969
Expenses. Total of all expenses incurred2014-12-31$186,354
Benefits paid (including direct rollovers)2014-12-31$183,817
Total plan assets at end of year2014-12-31$490,242
Total plan assets at beginning of year2014-12-31$599,627
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$40,490
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$24,474
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-109,385
Net plan assets at end of year (total assets less liabilities)2014-12-31$490,242
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$599,627
Total contributions received or receivable from employer(s)2014-12-31$12,005
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,537
2013 : J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$129,598
Expenses. Total of all expenses incurred2013-12-31$81,374
Benefits paid (including direct rollovers)2013-12-31$78,716
Total plan assets at end of year2013-12-31$599,627
Total plan assets at beginning of year2013-12-31$551,403
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$59,223
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$53,516
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$48,224
Net plan assets at end of year (total assets less liabilities)2013-12-31$599,627
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$551,403
Total contributions received or receivable from employer(s)2013-12-31$16,859
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,658
2012 : J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$115,763
Expenses. Total of all expenses incurred2012-12-31$12,050
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$551,403
Total plan assets at beginning of year2012-12-31$447,690
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$52,271
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$47,512
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$103,713
Net plan assets at end of year (total assets less liabilities)2012-12-31$551,403
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$447,690
Total contributions received or receivable from employer(s)2012-12-31$15,980
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$12,050
2011 : J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$48,886
Expenses. Total of all expenses incurred2011-12-31$6,071
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$447,690
Total plan assets at beginning of year2011-12-31$404,875
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$48,351
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-12,586
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$42,815
Net plan assets at end of year (total assets less liabilities)2011-12-31$447,690
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$404,875
Total contributions received or receivable from employer(s)2011-12-31$13,121
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$6,071
2010 : J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
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$92,810
Expenses. Total of all expenses incurred2010-12-31$7,780
Benefits paid (including direct rollovers)2010-12-31$4,216
Total plan assets at end of year2010-12-31$404,875
Total plan assets at beginning of year2010-12-31$319,845
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$49,280
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$29,810
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$85,030
Net plan assets at end of year (total assets less liabilities)2010-12-31$404,875
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$319,845
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$13,720
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$3,564

Form 5500 Responses for J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST

2017: J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: J. JOYCE & ASSOCIATES LAW FIRM PC 401(K) PROFIT SHARING PLAN AND TRUST 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1

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