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JOHNSON DUFFIE STEWART ET AL 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHNSON DUFFIE STEWART ET AL 401(K) PROFIT SHARING PLAN
Plan identification number 003

JOHNSON DUFFIE STEWART ET AL 401(K) PROFIT SHARING 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.
  • 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

JOHNSON DUFFIE STEWART ET AL has sponsored the creation of one or more 401k plans.

Company Name:JOHNSON DUFFIE STEWART ET AL
Employer identification number (EIN):251802360
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON DUFFIE STEWART ET AL 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01STEPHEN SCHLAGER2024-07-10 STEPHEN SCHLAGER2024-07-10
0032022-01-01MICHAEL J CASSIDY2023-08-18
0032021-01-01MICHAEL J CASSIDY2022-08-31
0032020-01-01W. DARREN POWEL2021-07-13
0032019-01-01W. DARREN POWEL2020-10-09
0032018-01-01W. DARREN POWELL2019-07-19
0032017-01-01W. DARREN POWELL2018-07-06

Financial Data on JOHNSON DUFFIE STEWART ET AL 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : JOHNSON DUFFIE STEWART ET AL 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-30536016
Net assets as of the end of the plan year2025-07-308015427
Total assets as of the beginning of the plan year2025-07-307298944
Value of plan covered by a fidelity bond2025-07-30500000
Participant contributions to plan in this plan year2025-07-30285531
Value of participant loans at end of plan year2025-07-3050170
Other contributions to plan in this plan year2025-07-306997
Other income to plan in this plan year2025-07-30843328
Plan net income in this plan year2025-07-30716483
Net assets as of the end of the plan year2025-07-308015427
Net assets as of the beginning of the plan year2025-07-307298944
Value of employer contributions paid2025-07-300
Employer contributions to plan in this plan year2025-07-30116643
2024 : JOHNSON DUFFIE STEWART ET AL 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-101021275
Net assets as of the end of the plan year2024-07-107298944
Total assets as of the beginning of the plan year2024-07-106284957
Value of plan covered by a fidelity bond2024-07-10500000
Participant contributions to plan in this plan year2024-07-10294374
Value of participant loans at end of plan year2024-07-1093048
Other contributions to plan in this plan year2024-07-10529520
Other income to plan in this plan year2024-07-101054676
Plan net income in this plan year2024-07-101013987
Net assets as of the end of the plan year2024-07-107298944
Net assets as of the beginning of the plan year2024-07-106284957
Value of employer contributions paid2024-07-100
Employer contributions to plan in this plan year2024-07-10156692
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1015892
2022 : JOHNSON DUFFIE STEWART ET AL 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-31179026
Net assets as of the end of the plan year2022-08-317498835
Total assets as of the beginning of the plan year2022-08-316352727
Value of plan covered by a fidelity bond2022-08-31500000
Participant contributions to plan in this plan year2022-08-31259765
Value of participant loans at end of plan year2022-08-3137499
Other income to plan in this plan year2022-08-311013395
Plan net income in this plan year2022-08-311146108
Net assets as of the end of the plan year2022-08-317498835
Net assets as of the beginning of the plan year2022-08-316352727
Employer contributions to plan in this plan year2022-08-3151974
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-3135769

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