401k Plan data: OTJEN, VAN ERT & WEIR, S.C. PROFIT SHARING PLAN plan

OTJEN, VAN ERT & WEIR, S.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	OTJEN, VAN ERT & WEIR, S.C. PROFIT SHARING PLAN
Plan identification number	001

OTJEN, VAN ERT & WEIR, S.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

OTJEN, GENDELMAN, ZITZER, JOHNSON & WEIR, S.C. has sponsored the creation of one or more 401k plans.

Company Name: OTJEN, GENDELMAN, ZITZER, JOHNSON & WEIR, S.C.

Employer identification number (EIN): 391211806

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OTJEN, VAN ERT & WEIR, S.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-11-01 TERESA SUMMERFIELD-BROWN 2024-04-23
001 2021-11-01 TERESA SUMMERFIELD-BROWN 2023-01-03
001 2020-11-01 TERESA SUMMERFIELD-BROWN 2022-05-27
001 2019-11-01 TERESA SUMMERFIELD-BROWN 2021-01-18 TERESA SUMMERFIELD-BROWN 2021-01-18
001 2019-11-01 TERESA SUMMERFIELD-BROWN 2021-01-18 TERESA SUMMERFIELD-BROWN 2021-01-18
001 2018-11-01 TERESA SUMMERFIELD-BROWN 2019-12-16
001 2017-11-01 TODD WEIR 2018-12-19
001 2016-11-01 TODD WEIR 2018-01-04
001 2015-11-01 TODD WEIR 2017-02-22
001 2014-11-01 TODD WEIR 2016-05-26
001 2013-11-01 TODD M. WEIR 2015-08-17
001 2012-11-01 TODD M. WEIR 2014-05-30
001 2011-11-01 TODD M. WEIR 2013-05-29
001 2010-11-01 TODD M. WEIR 2012-04-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-11-01	TERESA SUMMERFIELD-BROWN	2024-04-23
001	2021-11-01	TERESA SUMMERFIELD-BROWN	2023-01-03
001	2020-11-01	TERESA SUMMERFIELD-BROWN	2022-05-27
001	2019-11-01	TERESA SUMMERFIELD-BROWN	2021-01-18	TERESA SUMMERFIELD-BROWN	2021-01-18
001	2019-11-01	TERESA SUMMERFIELD-BROWN	2021-01-18	TERESA SUMMERFIELD-BROWN	2021-01-18
001	2018-11-01	TERESA SUMMERFIELD-BROWN	2019-12-16
001	2017-11-01	TODD WEIR	2018-12-19
001	2016-11-01	TODD WEIR	2018-01-04
001	2015-11-01	TODD WEIR	2017-02-22
001	2014-11-01	TODD WEIR	2016-05-26
001	2013-11-01	TODD M. WEIR	2015-08-17
001	2012-11-01	TODD M. WEIR	2014-05-30
001	2011-11-01	TODD M. WEIR	2013-05-29
001	2010-11-01	TODD M. WEIR	2012-04-19

Financial Data on OTJEN, VAN ERT & WEIR, S.C. PROFIT SHARING PLAN

Measure	Date	Value
2025 : OTJEN, VAN ERT & WEIR, S.C. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-03-26	106951
Net assets as of the end of the plan year	2025-03-26	2425760
Total assets as of the beginning of the plan year	2025-03-26	1904738
Value of plan covered by a fidelity bond	2025-03-26	500000
Participant contributions to plan in this plan year	2025-03-26	117470
Other income to plan in this plan year	2025-03-26	447582
Plan net income in this plan year	2025-03-26	521022
Net assets as of the end of the plan year	2025-03-26	2425760
Net assets as of the beginning of the plan year	2025-03-26	1904738
Employer contributions to plan in this plan year	2025-03-26	62921
Expensese paid to adminstrative service provicers from plan in this plan year	2025-03-26	12047

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Company Name:	OTJEN, GENDELMAN, ZITZER, JOHNSON & WEIR, S.C.
Employer identification number (EIN):	391211806
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers