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CRAIG AND CRAIG 401k Plan overview

Plan NameCRAIG AND CRAIG
Plan identification number 002

CRAIG AND CRAIG 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.
  • Plan covering Self-Employed individuals.
  • 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

CRAIG AND CRAIG has sponsored the creation of one or more 401k plans.

Company Name:CRAIG AND CRAIG
Employer identification number (EIN):370231990
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRAIG AND CRAIG

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JANICE W. DOLE2023-06-19
0022021-01-01JANICE W. DOLE2022-06-20
0022020-01-01JANICE W. DOLE2021-06-17
0022019-01-01JANICE W. DOLE2020-06-23
0022018-01-01JANICE W. DOLE2019-06-21
0022017-01-01JANICE W. DOLE2018-06-15
0022016-01-01JANICE W. DOLE2017-06-13
0022015-01-01JANICE W. DOLE
0022014-01-01JANICE W. DOLE
0022013-01-01JANICE W. DOLE
0022012-01-01JANICE W. DOLE
0022011-01-01JANICE W. DOLE JANICE W. DOLE2012-07-03
0022010-01-01JANICE W. DOLE JANICE W. DOLE2011-06-21
0022009-01-01JANICE W. DOLE
0022009-01-01

Plan Statistics for CRAIG AND CRAIG

401k plan membership statisitcs for CRAIG AND CRAIG

Measure Date Value
2015: CRAIG AND CRAIG 2015 401k membership
Total participants, beginning-of-year2015-01-0133
Total number of active participants reported on line 7a of the Form 55002015-01-0124
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0128
Number of participants with account balances2015-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CRAIG AND CRAIG 2014 401k membership
Total participants, beginning-of-year2014-01-0129
Total number of active participants reported on line 7a of the Form 55002014-01-0127
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0133
Number of participants with account balances2014-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CRAIG AND CRAIG 2013 401k membership
Total participants, beginning-of-year2013-01-0132
Total number of active participants reported on line 7a of the Form 55002013-01-0121
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0129
Number of participants with account balances2013-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CRAIG AND CRAIG 2012 401k membership
Total participants, beginning-of-year2012-01-0130
Total number of active participants reported on line 7a of the Form 55002012-01-0122
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0132
Number of participants with account balances2012-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CRAIG AND CRAIG 2011 401k membership
Total participants, beginning-of-year2011-01-0133
Total number of active participants reported on line 7a of the Form 55002011-01-0123
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0132
Number of participants with account balances2011-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CRAIG AND CRAIG 2010 401k membership
Total participants, beginning-of-year2010-01-0135
Total number of active participants reported on line 7a of the Form 55002010-01-0124
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0133
Number of participants with account balances2010-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CRAIG AND CRAIG 2009 401k membership
Total participants, beginning-of-year2009-01-0135
Total number of active participants reported on line 7a of the Form 55002009-01-0125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0135
Number of participants with account balances2009-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CRAIG AND CRAIG

Measure Date Value
2015 : CRAIG AND CRAIG 2015 401k financial data
Total income from all sources2015-12-31$247,055
Expenses. Total of all expenses incurred2015-12-31$219,313
Benefits paid (including direct rollovers)2015-12-31$217,629
Total plan assets at end of year2015-12-31$6,544,159
Total plan assets at beginning of year2015-12-31$6,516,417
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$112,317
Expenses. Other expenses not covered elsewhere2015-12-31$1,684
Other income received2015-12-31$-7,182
Net income (gross income less expenses)2015-12-31$27,742
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,544,159
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,516,417
Assets. Value of participant loans2015-12-31$44,422
Total contributions received or receivable from employer(s)2015-12-31$141,920
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CRAIG AND CRAIG 2014 401k financial data
Total income from all sources2014-12-31$609,496
Expenses. Total of all expenses incurred2014-12-31$316,088
Benefits paid (including direct rollovers)2014-12-31$314,403
Total plan assets at end of year2014-12-31$6,516,417
Total plan assets at beginning of year2014-12-31$6,223,009
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$109,921
Expenses. Other expenses not covered elsewhere2014-12-31$1,685
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$363,188
Net income (gross income less expenses)2014-12-31$293,408
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,516,417
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,223,009
Assets. Value of participant loans2014-12-31$54,046
Total contributions received or receivable from employer(s)2014-12-31$136,387
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : CRAIG AND CRAIG 2013 401k financial data
Total income from all sources2013-12-31$1,165,255
Expenses. Total of all expenses incurred2013-12-31$1,249,940
Benefits paid (including direct rollovers)2013-12-31$1,249,594
Total plan assets at end of year2013-12-31$6,223,009
Total plan assets at beginning of year2013-12-31$6,307,694
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$108,505
Expenses. Other expenses not covered elsewhere2013-12-31$346
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$917,054
Net income (gross income less expenses)2013-12-31$-84,685
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,223,009
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,307,694
Assets. Value of participant loans2013-12-31$28,585
Total contributions received or receivable from employer(s)2013-12-31$139,696
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : CRAIG AND CRAIG 2012 401k financial data
Total income from all sources2012-12-31$698,670
Expenses. Total of all expenses incurred2012-12-31$194,781
Benefits paid (including direct rollovers)2012-12-31$194,680
Total plan assets at end of year2012-12-31$6,307,694
Total plan assets at beginning of year2012-12-31$5,803,805
Value of fidelity bond covering the plan2012-12-31$136,382
Total contributions received or receivable from participants2012-12-31$114,480
Expenses. Other expenses not covered elsewhere2012-12-31$101
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$447,808
Net income (gross income less expenses)2012-12-31$503,889
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,307,694
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,803,805
Assets. Value of participant loans2012-12-31$21,505
Total contributions received or receivable from employer(s)2012-12-31$136,382
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : CRAIG AND CRAIG 2011 401k financial data
Total income from all sources2011-12-31$289,910
Expenses. Total of all expenses incurred2011-12-31$358,511
Benefits paid (including direct rollovers)2011-12-31$358,432
Total plan assets at end of year2011-12-31$5,803,805
Total plan assets at beginning of year2011-12-31$5,872,405
Value of fidelity bond covering the plan2011-12-31$132,828
Total contributions received or receivable from participants2011-12-31$111,199
Expenses. Other expenses not covered elsewhere2011-12-31$79
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$45,882
Net income (gross income less expenses)2011-12-31$-68,601
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,803,805
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,872,405
Assets. Value of participant loans2011-12-31$16,249
Total contributions received or receivable from employer(s)2011-12-31$132,829
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : CRAIG AND CRAIG 2010 401k financial data
Total income from all sources2010-12-31$710,137
Expenses. Total of all expenses incurred2010-12-31$659,413
Benefits paid (including direct rollovers)2010-12-31$659,306
Total plan assets at end of year2010-12-31$5,872,405
Total plan assets at beginning of year2010-12-31$5,821,682
Total contributions received or receivable from participants2010-12-31$109,881
Expenses. Other expenses not covered elsewhere2010-12-31$107
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$449,496
Net income (gross income less expenses)2010-12-31$50,724
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,872,405
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,821,682
Assets. Value of participant loans2010-12-31$19,084
Total contributions received or receivable from employer(s)2010-12-31$150,760
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : CRAIG AND CRAIG 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for CRAIG AND CRAIG

2015: CRAIG AND CRAIG 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: CRAIG AND CRAIG 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CRAIG AND CRAIG 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CRAIG AND CRAIG 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CRAIG AND CRAIG 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: CRAIG AND CRAIG 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: CRAIG AND CRAIG 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

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