401k Plan data: CALIFF & HARPER, P.C. 401(K) PLAN plan

CALIFF & HARPER, P.C. 401(K) PLAN 401k Plan overview

Plan Name	CALIFF & HARPER, P.C. 401(K) PLAN
Plan identification number	001

CALIFF & HARPER, P.C. 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

CALIFF & HARPER, P.C. has sponsored the creation of one or more 401k plans.

Company Name: CALIFF & HARPER, P.C.

Employer identification number (EIN): 362894106

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFF & HARPER, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 CHRISTINE M VAN DE KERCKHOVE 2024-07-11 CHRISTINE M VAN DE KERCKHOVE 2024-07-11
001 2022-01-01 CHRISTINE HOLST 2023-07-11 CHRISTINE HOLST 2023-07-11
001 2021-01-01 CHRISTINE VAN DE KERCKHOVE 2022-07-14 CHRISTINE VAN DE KERCKHOVE 2022-07-14
001 2020-01-01 CHRISTINE M HOLST 2021-07-20 CHRISTINE M HOLST 2021-07-20
001 2019-01-01 CHRISTINE M. HOLST 2020-07-23 CHRISTINE M. HOLST 2020-07-23
001 2018-01-01 CHRISTINE HOLST 2019-07-18
001 2017-01-01 CHRISTINE M HOLST 2018-07-17 CHRISTINE M HOLST 2018-07-17
001 2016-01-01 CHRISTINE HOLST
001 2015-01-01 CHRISTINE HOLST
001 2014-06-01 CHRISTINE HOLST

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	CHRISTINE M VAN DE KERCKHOVE	2024-07-11	CHRISTINE M VAN DE KERCKHOVE	2024-07-11
001	2022-01-01	CHRISTINE HOLST	2023-07-11	CHRISTINE HOLST	2023-07-11
001	2021-01-01	CHRISTINE VAN DE KERCKHOVE	2022-07-14	CHRISTINE VAN DE KERCKHOVE	2022-07-14
001	2020-01-01	CHRISTINE M HOLST	2021-07-20	CHRISTINE M HOLST	2021-07-20
001	2019-01-01	CHRISTINE M. HOLST	2020-07-23	CHRISTINE M. HOLST	2020-07-23
001	2018-01-01	CHRISTINE HOLST	2019-07-18
001	2017-01-01	CHRISTINE M HOLST	2018-07-17	CHRISTINE M HOLST	2018-07-17
001	2016-01-01	CHRISTINE HOLST
001	2015-01-01	CHRISTINE HOLST
001	2014-06-01	CHRISTINE HOLST

Financial Data on CALIFF & HARPER, P.C. 401(K) PLAN

Measure	Date	Value
2016 : CALIFF & HARPER, P.C. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$405,110
Expenses. Total of all expenses incurred	2016-12-31	$48,399
Benefits paid (including direct rollovers)	2016-12-31	$46,861
Total plan assets at end of year	2016-12-31	$837,605
Total plan assets at beginning of year	2016-12-31	$480,894
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$216,612
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$77,229
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$356,711
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$837,605
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$480,894
Total contributions received or receivable from employer(s)	2016-12-31	$111,269
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,538
2015 : CALIFF & HARPER, P.C. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$338,205
Expenses. Total of all expenses incurred	2015-12-31	$46,491
Benefits paid (including direct rollovers)	2015-12-31	$43,660
Total plan assets at end of year	2015-12-31	$480,894
Total plan assets at beginning of year	2015-12-31	$189,180
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$224,036
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-2,996
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$291,714
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$480,894
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$189,180
Total contributions received or receivable from employer(s)	2015-12-31	$117,165
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,831
2014 : CALIFF & HARPER, P.C. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$189,980
Expenses. Total of all expenses incurred	2014-12-31	$800
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$189,180
Total plan assets at beginning of year	2014-12-31	$0
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$187,992
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$1,988
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$189,180
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$189,180
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$800

Form 5500 Responses for CALIFF & HARPER, P.C. 401(K) PLAN

2016: CALIFF & HARPER, P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CALIFF & HARPER, P.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CALIFF & HARPER, P.C. 401(K) PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	First time form 5500 has been submitted	Yes
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CALIFF & HARPER, P.C.
Employer identification number (EIN):	362894106
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers