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JEPSON-BLUHM, LLC 401(K) PLAN 401k Plan overview

Plan NameJEPSON-BLUHM, LLC 401(K) PLAN
Plan identification number 001

JEPSON-BLUHM, LLC 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

JEPSON-BLUHM, LLC has sponsored the creation of one or more 401k plans.

Company Name:JEPSON-BLUHM, LLC
Employer identification number (EIN):462150150
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEPSON-BLUHM, LLC 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
0012017-01-01
0012016-01-01
0012013-01-01TABATHA JOINES2014-09-09

Plan Statistics for JEPSON-BLUHM, LLC 401(K) PLAN

401k plan membership statisitcs for JEPSON-BLUHM, LLC 401(K) PLAN

Measure Date Value
2025: JEPSON-BLUHM, LLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-0531
Total number of particpants at end of year2025-03-0523
Number of Participants With Account Balances2025-03-0521
2024: JEPSON-BLUHM, LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-1329
Total number of particpants at end of year2024-03-1329
Number of Participants With Account Balances2024-03-1325
2022: JEPSON-BLUHM, LLC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-2329
Total number of particpants at end of year2022-05-2328
Number of Participants With Account Balances2022-05-2326

Financial Data on JEPSON-BLUHM, LLC 401(K) PLAN

Measure Date Value
2025 : JEPSON-BLUHM, LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-050
Total liabilities as of the end of the plan year2025-03-050
Total liabilities as of the beginning of the plan year2025-03-050
Total expenses incurred by plan in this plan year2025-03-0542223
Net assets as of the end of the plan year2025-03-051110609
Total assets as of the beginning of the plan year2025-03-05988441
Value of plan covered by a fidelity bond2025-03-05100000
Participant contributions to plan in this plan year2025-03-0546794
Value of participant loans at end of plan year2025-03-059997
Other expenses paid from plan in this plan year2025-03-050
Other contributions to plan in this plan year2025-03-050
Other income to plan in this plan year2025-03-05117597
Plan net income in this plan year2025-03-05122168
Net assets as of the end of the plan year2025-03-051110609
Net assets as of the beginning of the plan year2025-03-05988441
Employer contributions to plan in this plan year2025-03-050
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-056227
2024 : JEPSON-BLUHM, LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-130
Total liabilities as of the end of the plan year2024-03-130
Total liabilities as of the beginning of the plan year2024-03-130
Total expenses incurred by plan in this plan year2024-03-1318512
Net assets as of the end of the plan year2024-03-13988441
Total assets as of the beginning of the plan year2024-03-13774367
Value of plan covered by a fidelity bond2024-03-13100000
Participant contributions to plan in this plan year2024-03-1377771
Value of participant loans at end of plan year2024-03-1315746
Other expenses paid from plan in this plan year2024-03-130
Other contributions to plan in this plan year2024-03-130
Other income to plan in this plan year2024-03-13154815
Plan net income in this plan year2024-03-13214074
Net assets as of the end of the plan year2024-03-13988441
Net assets as of the beginning of the plan year2024-03-13774367
Employer contributions to plan in this plan year2024-03-130
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-134879
2022 : JEPSON-BLUHM, LLC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-230
Total liabilities as of the end of the plan year2022-05-230
Total liabilities as of the beginning of the plan year2022-05-230
Total expenses incurred by plan in this plan year2022-05-2355415
Net assets as of the end of the plan year2022-05-23851580
Total assets as of the beginning of the plan year2022-05-23722170
Value of plan covered by a fidelity bond2022-05-23100000
Participant contributions to plan in this plan year2022-05-2380899
Value of participant loans at end of plan year2022-05-2327664
Other expenses paid from plan in this plan year2022-05-230
Other contributions to plan in this plan year2022-05-230
Other income to plan in this plan year2022-05-23103926
Plan net income in this plan year2022-05-23129410
Net assets as of the end of the plan year2022-05-23851580
Net assets as of the beginning of the plan year2022-05-23722170
Employer contributions to plan in this plan year2022-05-230
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-234234

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