401k Plan data: HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN plan

HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN 401k Plan overview

Plan Name	HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN
Plan identification number	002

HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED 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.
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

HERRLING CLARK LAW FIRM, LTD. has sponsored the creation of one or more 401k plans.

Company Name: HERRLING CLARK LAW FIRM, LTD.

Employer identification number (EIN): 391308774

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 CHARLES D. KOEHLER 2023-05-22 CHARLES D. KOEHLER 2023-05-22
002 2021-01-01 CHARLES D. KOEHLER 2022-05-05 CHARLES D. KOEHLER 2022-05-05
002 2020-01-01 CHARLES D. KOEHLER 2021-05-27 CHARLES D. KOEHLER 2021-05-27
002 2018-01-01 CHARLES D. KOEHLER 2019-06-05 CHARLES D. KOEHLER 2019-06-05
002 2017-01-01 CHARLES D. KOEHLER 2018-04-10 CHARLES D. KOEHLER 2018-04-10
002 2016-01-01 CHARLES D. KOEHLER 2017-04-25 CHARLES D. KOEHLER 2017-04-25
002 2015-01-01 CHARLES D. KOEHLER 2016-06-28 CHARLES D. KOEHLER 2016-06-28
002 2014-01-01 CHARLES D. KOEHLER
002 2013-01-01 CHARLES D. KOEHLER CHARLES D. KOEHLER 2014-05-27
002 2012-01-01 CHARLES D. KOEHLER CHARLES D. KOEHLER 2013-05-17
002 2011-01-01 CHARLES D. KOEHLER CDKPSW401K 2012-06-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	CHARLES D. KOEHLER	2023-05-22	CHARLES D. KOEHLER	2023-05-22
002	2021-01-01	CHARLES D. KOEHLER	2022-05-05	CHARLES D. KOEHLER	2022-05-05
002	2020-01-01	CHARLES D. KOEHLER	2021-05-27	CHARLES D. KOEHLER	2021-05-27
002	2018-01-01	CHARLES D. KOEHLER	2019-06-05	CHARLES D. KOEHLER	2019-06-05
002	2017-01-01	CHARLES D. KOEHLER	2018-04-10	CHARLES D. KOEHLER	2018-04-10
002	2016-01-01	CHARLES D. KOEHLER	2017-04-25	CHARLES D. KOEHLER	2017-04-25
002	2015-01-01	CHARLES D. KOEHLER	2016-06-28	CHARLES D. KOEHLER	2016-06-28
002	2014-01-01	CHARLES D. KOEHLER
002	2013-01-01	CHARLES D. KOEHLER		CHARLES D. KOEHLER	2014-05-27
002	2012-01-01	CHARLES D. KOEHLER		CHARLES D. KOEHLER	2013-05-17
002	2011-01-01	CHARLES D. KOEHLER		CDKPSW401K	2012-06-25

Plan Statistics for HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN

401k plan membership statisitcs for HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN

Measure Date Value
2014: HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 38
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 48
Number of participants with account balances 2014-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 40
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 51
Number of participants with account balances 2013-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 40
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 50
Number of participants with account balances 2012-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 39
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 48
Number of participants with account balances 2011-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2014: HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	38
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	48
Number of participants with account balances	2014-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	40
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	51
Number of participants with account balances	2013-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	40
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	50
Number of participants with account balances	2012-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	39
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	48
Number of participants with account balances	2011-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN

Measure	Date	Value
2014 : HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$921,875
Expenses. Total of all expenses incurred	2014-12-31	$783,216
Benefits paid (including direct rollovers)	2014-12-31	$758,874
Total plan assets at end of year	2014-12-31	$10,728,551
Total plan assets at beginning of year	2014-12-31	$10,589,892
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$226,905
Contributions received from other sources (not participants or employers)	2014-12-31	$4,250
Other income received	2014-12-31	$421,575
Net income (gross income less expenses)	2014-12-31	$138,659
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$10,728,551
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$10,589,892
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$269,145
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$24,342
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,124,142
Expenses. Total of all expenses incurred	2013-12-31	$304,040
Benefits paid (including direct rollovers)	2013-12-31	$297,630
Total plan assets at end of year	2013-12-31	$10,589,892
Total plan assets at beginning of year	2013-12-31	$8,769,790
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$217,661
Contributions received from other sources (not participants or employers)	2013-12-31	$2,266
Other income received	2013-12-31	$1,634,606
Net income (gross income less expenses)	2013-12-31	$1,820,102
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$10,589,892
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$8,769,790
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$77,203
Total contributions received or receivable from employer(s)	2013-12-31	$269,609
Value of certain deemed distributions of participant loans	2013-12-31	$6,410
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,187,536
Expenses. Total of all expenses incurred	2012-12-31	$15,501
Benefits paid (including direct rollovers)	2012-12-31	$8,989
Total plan assets at end of year	2012-12-31	$8,769,790
Total plan assets at beginning of year	2012-12-31	$7,597,755
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$182,244
Other income received	2012-12-31	$747,921
Net income (gross income less expenses)	2012-12-31	$1,172,035
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$8,769,790
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$7,597,755
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$77,203
Total contributions received or receivable from employer(s)	2012-12-31	$257,371
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,512
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$388,830
Expenses. Total of all expenses incurred	2011-12-31	$11,892
Benefits paid (including direct rollovers)	2011-12-31	$5,951
Total plan assets at end of year	2011-12-31	$7,597,755
Total plan assets at beginning of year	2011-12-31	$7,220,817
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$194,961
Other income received	2011-12-31	$-65,345
Net income (gross income less expenses)	2011-12-31	$376,938
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$7,597,755
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,220,817
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$171,253
Total contributions received or receivable from employer(s)	2011-12-31	$259,214
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5,941
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,360,127
Expenses. Total of all expenses incurred	2010-12-31	$144,459
Benefits paid (including direct rollovers)	2010-12-31	$144,105
Total plan assets at end of year	2010-12-31	$7,220,817
Total plan assets at beginning of year	2010-12-31	$6,005,149
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$194,491
Expenses. Other expenses not covered elsewhere	2010-12-31	$354
Contributions received from other sources (not participants or employers)	2010-12-31	$26,835
Other income received	2010-12-31	$893,571
Net income (gross income less expenses)	2010-12-31	$1,215,668
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,220,817
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,005,149
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$171,253
Total contributions received or receivable from employer(s)	2010-12-31	$245,230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN

2014: HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HERRLING CLARK LAW FIRM LTD. CASH OR DEFERRED PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HERRLING CLARK LAW FIRM, LTD.
Employer identification number (EIN):	391308774
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers