401k Plan data: DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN plan

DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN 401k Plan overview

Plan Name	DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN
Plan identification number	001

DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

DVORAK LAW GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: DVORAK LAW GROUP, LLC

Employer identification number (EIN): 472906048

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-03-01

Plan Statistics for DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN

401k plan membership statisitcs for DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN

Measure Date Value
2022: DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 74
Number of other retired or separated participants entitled to future benefits 2022-01-01 8
Total of all active and inactive participants 2022-01-01 82
Total participants 2022-01-01 82
Number of participants with account balances 2022-01-01 76
2021: DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 63
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 70
Total participants 2021-01-01 70
Number of participants with account balances 2021-01-01 63
2020: DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 52
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 60
Number of participants with account balances 2020-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 54
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 56
Number of participants with account balances 2019-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	74
Number of other retired or separated participants entitled to future benefits	2022-01-01	8
Total of all active and inactive participants	2022-01-01	82
Total participants	2022-01-01	82
Number of participants with account balances	2022-01-01	76
2021: DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	63
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	70
Total participants	2021-01-01	70
Number of participants with account balances	2021-01-01	63
2020: DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	52
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	60
Number of participants with account balances	2020-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	54
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	56
Number of participants with account balances	2019-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN

Measure	Date	Value
2022 : DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-216,071
Expenses. Total of all expenses incurred	2022-12-31	$295,422
Benefits paid (including direct rollovers)	2022-12-31	$262,641
Total plan assets at end of year	2022-12-31	$5,464,850
Total plan assets at beginning of year	2022-12-31	$5,976,343
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$613,544
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,116,395
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-511,493
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,464,850
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,976,343
Assets. Value of participant loans	2022-12-31	$40,766
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$286,780
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$32,781
2021 : DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,554,211
Expenses. Total of all expenses incurred	2021-12-31	$1,424,704
Benefits paid (including direct rollovers)	2021-12-31	$1,385,874
Total plan assets at end of year	2021-12-31	$5,976,343
Total plan assets at beginning of year	2021-12-31	$5,846,836
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$490,506
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$21,025
Other income received	2021-12-31	$794,625
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$129,507
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,976,343
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,846,836
Assets. Value of participant loans	2021-12-31	$15,580
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$248,055
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$38,830
2020 : DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,525,839
Expenses. Total of all expenses incurred	2020-12-31	$231,276
Benefits paid (including direct rollovers)	2020-12-31	$204,822
Total plan assets at end of year	2020-12-31	$5,846,836
Total plan assets at beginning of year	2020-12-31	$4,552,273
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$446,300
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$119,009
Other income received	2020-12-31	$731,095
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,294,563
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,846,836
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,552,273
Assets. Value of participant loans	2020-12-31	$7,940
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$229,435
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$26,454
2019 : DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,498,193
Expenses. Total of all expenses incurred	2019-12-31	$188,115
Benefits paid (including direct rollovers)	2019-12-31	$171,722
Total plan assets at end of year	2019-12-31	$4,552,273
Total plan assets at beginning of year	2019-12-31	$3,242,195
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$388,407
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$202,964
Other income received	2019-12-31	$673,706
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,310,078
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,552,273
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,242,195
Assets. Value of participant loans	2019-12-31	$2,794
Total contributions received or receivable from employer(s)	2019-12-31	$233,116
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$16,393

Form 5500 Responses for DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN

2022: DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DVORAK & DONOVAN LAW GROUP, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DVORAK & DONOVAN LAW GROUP, LLC 401(K) 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

120018

Policy instance

Insurance contract or identification number	120018
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-03-31
Total amount of commissions paid to insurance broker	USD $2,958
Total amount of fees paid to insurance company	USD $524
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,958
Amount paid for insurance broker fees	0

Potentially related plans

DVORAK & ASSOCIATES LTD 401(K) PROFIT SHARING PLAN & TRUST [EIN = 862220846]

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Company Name:	DVORAK LAW GROUP, LLC
Employer identification number (EIN):	472906048
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers