SPIVA LAW GROUP, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SPIVA LAW GROUP, P.C. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : SPIVA LAW GROUP, P.C. RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $145,808 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $14,207 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $8,471 |
| Total plan assets at end of year | 2023-12-31 | $1,727,212 |
| Total plan assets at beginning of year | 2023-12-31 | $1,595,611 |
| Value of fidelity bond covering the plan | 2023-12-31 | $650,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $68,213 |
| Other income received | 2023-12-31 | $65,041 |
| Net income (gross income less expenses) | 2023-12-31 | $131,601 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,727,212 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,595,611 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $254,588 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $12,554 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $5,736 |
| 2022 : SPIVA LAW GROUP, P.C. RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $67,936 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $4,540 |
| Total plan assets at end of year | 2022-12-31 | $1,595,611 |
| Total plan assets at beginning of year | 2022-12-31 | $1,532,215 |
| Value of fidelity bond covering the plan | 2022-12-31 | $650,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $62,904 |
| Other income received | 2022-12-31 | $-11,657 |
| Net income (gross income less expenses) | 2022-12-31 | $63,396 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,595,611 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,532,215 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $940,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $16,689 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $4,540 |
| 2021 : SPIVA LAW GROUP, P.C. RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $125,663 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $9,689 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $5,336 |
| Total plan assets at end of year | 2021-12-31 | $1,532,215 |
| Total plan assets at beginning of year | 2021-12-31 | $1,416,241 |
| Value of fidelity bond covering the plan | 2021-12-31 | $650,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $62,861 |
| Other income received | 2021-12-31 | $42,223 |
| Net income (gross income less expenses) | 2021-12-31 | $115,974 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,532,215 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,416,241 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $890,000 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $6,671 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $20,579 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $4,353 |
| 2020 : SPIVA LAW GROUP, P.C. RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $124,410 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $205,068 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $200,324 |
| Total plan assets at end of year | 2020-12-31 | $1,416,241 |
| Total plan assets at beginning of year | 2020-12-31 | $1,496,899 |
| Value of fidelity bond covering the plan | 2020-12-31 | $650,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $61,607 |
| Other income received | 2020-12-31 | $45,671 |
| Net income (gross income less expenses) | 2020-12-31 | $-80,658 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,416,241 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,496,899 |
| Assets. Value of participant loans | 2020-12-31 | $50,000 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $890,000 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $1,578 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $17,132 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $4,744 |
| 2019 : SPIVA LAW GROUP, P.C. RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $247,891 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $4,727 |
| Total plan assets at end of year | 2019-12-31 | $1,496,899 |
| Total plan assets at beginning of year | 2019-12-31 | $1,253,735 |
| Value of fidelity bond covering the plan | 2019-12-31 | $650,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $58,911 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $4,727 |
| Other income received | 2019-12-31 | $171,767 |
| Net income (gross income less expenses) | 2019-12-31 | $243,164 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,496,899 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,253,735 |
| Assets. Value of participant loans | 2019-12-31 | $50,000 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $890,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $17,213 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : SPIVA LAW GROUP, P.C. RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $68,228 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $36,040 |
| Total plan assets at end of year | 2018-12-31 | $1,253,735 |
| Total plan assets at beginning of year | 2018-12-31 | $1,221,547 |
| Value of fidelity bond covering the plan | 2018-12-31 | $650,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $56,928 |
| Other income received | 2018-12-31 | $-7,468 |
| Net income (gross income less expenses) | 2018-12-31 | $32,188 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,253,735 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,221,547 |
| Assets. Value of participant loans | 2018-12-31 | $50,000 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $675,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $18,768 |
| Value of corrective distributions | 2018-12-31 | $32,079 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,961 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : SPIVA LAW GROUP, P.C. RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $194,305 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $36,025 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,318 |
| Total plan assets at end of year | 2017-12-31 | $1,221,547 |
| Total plan assets at beginning of year | 2017-12-31 | $1,063,267 |
| Value of fidelity bond covering the plan | 2017-12-31 | $650,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $56,930 |
| Other income received | 2017-12-31 | $118,861 |
| Net income (gross income less expenses) | 2017-12-31 | $158,280 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,221,547 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,063,267 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $755,000 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $337 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $18,514 |
| Value of corrective distributions | 2017-12-31 | $31,498 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,209 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : SPIVA LAW GROUP, P.C. RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $207,509 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,248 |
| Total plan assets at end of year | 2016-12-31 | $1,063,267 |
| Total plan assets at beginning of year | 2016-12-31 | $858,006 |
| Value of fidelity bond covering the plan | 2016-12-31 | $650,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $58,045 |
| Other income received | 2016-12-31 | $132,042 |
| Net income (gross income less expenses) | 2016-12-31 | $205,261 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,063,267 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $858,006 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $590,146 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $2,492 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $17,422 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,248 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2023: SPIVA LAW GROUP, P.C. RETIREMENT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: SPIVA LAW GROUP, P.C. RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SPIVA LAW GROUP, P.C. RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SPIVA LAW GROUP, P.C. RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SPIVA LAW GROUP, P.C. RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SPIVA LAW GROUP, P.C. RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SPIVA LAW GROUP, P.C. RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SPIVA LAW GROUP, P.C. RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
