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O'DONNELL LAW FIRM, LTD. 401(K) PLAN 401k Plan overview

Plan NameO'DONNELL LAW FIRM, LTD. 401(K) PLAN
Plan identification number 001

O'DONNELL LAW FIRM, LTD. 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.
  • 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

O'DONNELL LAW FIRM, LTD. has sponsored the creation of one or more 401k plans.

Company Name:O'DONNELL LAW FIRM, LTD.
Employer identification number (EIN):364083916
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan O'DONNELL LAW FIRM, LTD. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT O'DONNELL
0012016-01-01LISA ORTA WAHLERS
0012015-01-01LISA ORTA WAHLERS
0012015-01-01LISA ORTA WAHLERS2016-02-18 LISA ORTA WAHLERS2016-02-18
0012014-01-01ROBERT ODONNELL2015-03-30 ROBERT ODONNELL2015-03-30
0012013-01-01SUE CORDELL2014-02-12 SUE CORDELL2014-02-12
0012012-01-01SUE CORDELL2013-04-23 ROBERT O'DONNELL2013-04-23
0012011-01-01SUE CORDELL2012-04-26 ROBERT O'DONNELL2012-04-26
0012010-01-01SUE CORDELL2011-05-11

Financial Data on O'DONNELL LAW FIRM, LTD. 401(K) PLAN

Measure Date Value
2025 : O'DONNELL LAW FIRM, LTD. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-2240419
Net assets as of the end of the plan year2025-04-223042879
Total assets as of the beginning of the plan year2025-04-222860702
Value of plan covered by a fidelity bond2025-04-22305000
Participant contributions to plan in this plan year2025-04-2226765
Other income to plan in this plan year2025-04-22187491
Plan net income in this plan year2025-04-22182177
Net assets as of the end of the plan year2025-04-223042879
Net assets as of the beginning of the plan year2025-04-222860702
Employer contributions to plan in this plan year2025-04-228340
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-22150
2024 : O'DONNELL LAW FIRM, LTD. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-023237
Net assets as of the end of the plan year2024-10-022860702
Total assets as of the beginning of the plan year2024-10-022541066
Value of plan covered by a fidelity bond2024-10-02287000
Participant contributions to plan in this plan year2024-10-0240190
Other income to plan in this plan year2024-10-02273565
Plan net income in this plan year2024-10-02319636
Net assets as of the end of the plan year2024-10-022860702
Net assets as of the beginning of the plan year2024-10-022541066
Employer contributions to plan in this plan year2024-10-029118
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0250
2017 : O'DONNELL LAW FIRM, LTD. 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$334,371
Expenses. Total of all expenses incurred2017-12-31$28,379
Benefits paid (including direct rollovers)2017-12-31$28,269
Total plan assets at end of year2017-12-31$2,028,715
Total plan assets at beginning of year2017-12-31$1,722,723
Value of fidelity bond covering the plan2017-12-31$159,000
Total contributions received or receivable from participants2017-12-31$27,500
Other income received2017-12-31$275,922
Net income (gross income less expenses)2017-12-31$305,992
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,028,715
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,722,723
Total contributions received or receivable from employer(s)2017-12-31$30,949
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$110
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : O'DONNELL LAW FIRM, LTD. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$138,953
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$1,722,723
Total plan assets at beginning of year2016-12-31$1,583,770
Value of fidelity bond covering the plan2016-12-31$159,000
Total contributions received or receivable from participants2016-12-31$29,999
Other income received2016-12-31$80,164
Net income (gross income less expenses)2016-12-31$138,953
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,722,723
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,583,770
Total contributions received or receivable from employer(s)2016-12-31$28,790
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : O'DONNELL LAW FIRM, LTD. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$64,505
Expenses. Total of all expenses incurred2015-12-31$163
Benefits paid (including direct rollovers)2015-12-31$163
Total plan assets at end of year2015-12-31$1,583,770
Total plan assets at beginning of year2015-12-31$1,519,428
Value of fidelity bond covering the plan2015-12-31$159,000
Total contributions received or receivable from participants2015-12-31$29,000
Other income received2015-12-31$22,365
Net income (gross income less expenses)2015-12-31$64,342
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,583,770
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,519,428
Total contributions received or receivable from employer(s)2015-12-31$13,140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for O'DONNELL LAW FIRM, LTD. 401(K) PLAN

2017: O'DONNELL LAW FIRM, LTD. 401(K) PLAN 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: O'DONNELL LAW FIRM, LTD. 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: O'DONNELL LAW FIRM, LTD. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81428
Policy instance 1

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