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

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

CALIFF & HARPER, P.C. 401(K) 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.
  • 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 SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHRISTINE HOLST2023-07-11 CHRISTINE HOLST2023-07-11
0012021-01-01CHRISTINE VAN DE KERCKHOVE2022-07-14 CHRISTINE VAN DE KERCKHOVE2022-07-14
0012020-01-01CHRISTINE M HOLST2021-07-20 CHRISTINE M HOLST2021-07-20
0012019-01-01CHRISTINE M. HOLST2020-07-23 CHRISTINE M. HOLST2020-07-23
0012018-01-01CHRISTINE HOLST2019-07-18
0012017-01-01CHRISTINE M HOLST2018-07-17 CHRISTINE M HOLST2018-07-17
0012016-01-01CHRISTINE HOLST
0012015-01-01CHRISTINE HOLST
0012014-06-01CHRISTINE HOLST

Plan Statistics for CALIFF & HARPER, P.C. 401(K) PLAN

401k plan membership statisitcs for CALIFF & HARPER, P.C. 401(K) PLAN

Measure Date Value
2016: CALIFF & HARPER, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0131
Total number of active participants reported on line 7a of the Form 55002016-01-0130
Total of all active and inactive participants2016-01-0130
Total participants2016-01-0130
Number of participants with account balances2016-01-0127
2015: CALIFF & HARPER, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0132
Total number of active participants reported on line 7a of the Form 55002015-01-0131
Total of all active and inactive participants2015-01-0131
Total participants2015-01-0131
Number of participants with account balances2015-01-0127
2014: CALIFF & HARPER, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-0134
Total number of active participants reported on line 7a of the Form 55002014-06-0131
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-011
Total of all active and inactive participants2014-06-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-010
Total participants2014-06-0132
Number of participants with account balances2014-06-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010

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 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$405,110
Expenses. Total of all expenses incurred2016-12-31$48,399
Benefits paid (including direct rollovers)2016-12-31$46,861
Total plan assets at end of year2016-12-31$837,605
Total plan assets at beginning of year2016-12-31$480,894
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$216,612
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$77,229
Noncash contributions received2016-12-31$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 loans2016-12-31$0
Value of corrective distributions2016-12-31$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 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$338,205
Expenses. Total of all expenses incurred2015-12-31$46,491
Benefits paid (including direct rollovers)2015-12-31$43,660
Total plan assets at end of year2015-12-31$480,894
Total plan assets at beginning of year2015-12-31$189,180
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$224,036
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-2,996
Noncash contributions received2015-12-31$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 loans2015-12-31$0
Value of corrective distributions2015-12-31$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 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$189,980
Expenses. Total of all expenses incurred2014-12-31$800
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$189,180
Total plan assets at beginning of year2014-12-31$0
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$187,992
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$1,988
Noncash contributions received2014-12-31$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 loans2014-12-31$0
Value of corrective distributions2014-12-31$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
2016-01-01Type 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CALIFF & HARPER, P.C. 401(K) PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CALIFF & HARPER, P.C. 401(K) PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01First time form 5500 has been submittedYes
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes

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