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SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 401k Plan overview

Plan NameSONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP
Plan identification number 001

SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 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.
  • 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.
  • 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

SONOSKY, CHAMBERS, SACHSE, ET AL has sponsored the creation of one or more 401k plans.

Company Name:SONOSKY, CHAMBERS, SACHSE, ET AL
Employer identification number (EIN):521078414
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01REID P. CHAMBERS2023-06-29
0012021-01-01REID P. CHAMBERS2022-07-15
0012020-01-01REID P. CHAMBERS2021-06-25
0012019-01-01REID PEYTON CHAMBERS2020-06-23 REID PEYTON CHAMBERS2020-06-23
0012018-01-01REID PEYTON CHAMBERS2019-07-16 REID PEYTON CHAMBERS2019-07-16
0012017-01-01REID P. CHAMBERS2018-07-10
0012016-01-01REID P. CHAMBERS2017-07-11
0012015-01-01REID P. CHAMBERS
0012014-01-01REID P. CHAMBERS REID P. CHAMBERS2015-07-22
0012013-01-01REID P. CHAMBERS REID. P. CHAMBERS2014-07-11
0012012-01-01REID P. CHAMBERS
0012011-01-01REID P. CHAMBERS
0012009-01-01REID CHAMBERS REID CHAMBERS2010-07-28

Plan Statistics for SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP

401k plan membership statisitcs for SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP

Measure Date Value
2015: SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 2015 401k membership
Total participants, beginning-of-year2015-01-0151
Total number of active participants reported on line 7a of the Form 55002015-01-0139
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0156
Number of participants with account balances2015-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 2014 401k membership
Total participants, beginning-of-year2014-01-0148
Total number of active participants reported on line 7a of the Form 55002014-01-0136
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0151
Number of participants with account balances2014-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 2013 401k membership
Total participants, beginning-of-year2013-01-0151
Total number of active participants reported on line 7a of the Form 55002013-01-0136
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0149
Number of participants with account balances2013-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 2012 401k membership
Total participants, beginning-of-year2012-01-0158
Total number of active participants reported on line 7a of the Form 55002012-01-0134
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0151
Number of participants with account balances2012-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 2011 401k membership
Total participants, beginning-of-year2011-01-0158
Total number of active participants reported on line 7a of the Form 55002011-01-0139
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0158
Number of participants with account balances2011-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 2009 401k membership
Total participants, beginning-of-year2009-01-0155
Total number of active participants reported on line 7a of the Form 55002009-01-0142
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0156
Number of participants with account balances2009-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP

Measure Date Value
2015 : SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 2015 401k financial data
Total income from all sources2015-12-31$1,092,474
Expenses. Total of all expenses incurred2015-12-31$347,675
Benefits paid (including direct rollovers)2015-12-31$345,881
Total plan assets at end of year2015-12-31$17,713,117
Total plan assets at beginning of year2015-12-31$16,968,318
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$515,536
Expenses. Other expenses not covered elsewhere2015-12-31$1,794
Other income received2015-12-31$-53,812
Net income (gross income less expenses)2015-12-31$744,799
Net plan assets at end of year (total assets less liabilities)2015-12-31$17,713,117
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$16,968,318
Total contributions received or receivable from employer(s)2015-12-31$630,750
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 2014 401k financial data
Total income from all sources2014-12-31$2,065,642
Expenses. Total of all expenses incurred2014-12-31$931,567
Benefits paid (including direct rollovers)2014-12-31$922,571
Total plan assets at end of year2014-12-31$16,968,318
Total plan assets at beginning of year2014-12-31$15,834,243
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$433,320
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$1,013,183
Net income (gross income less expenses)2014-12-31$1,134,075
Net plan assets at end of year (total assets less liabilities)2014-12-31$16,968,318
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$15,834,243
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$619,139
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$5,967
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,029
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 2013 401k financial data
Total income from all sources2013-12-31$3,206,582
Expenses. Total of all expenses incurred2013-12-31$273,012
Benefits paid (including direct rollovers)2013-12-31$272,034
Total plan assets at end of year2013-12-31$15,834,243
Total plan assets at beginning of year2013-12-31$12,900,673
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$374,044
Expenses. Other expenses not covered elsewhere2013-12-31$978
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$2,306,838
Net income (gross income less expenses)2013-12-31$2,933,570
Net plan assets at end of year (total assets less liabilities)2013-12-31$15,834,243
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$12,900,673
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$525,700
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 2012 401k financial data
Total income from all sources2012-12-31$2,141,161
Expenses. Total of all expenses incurred2012-12-31$400,849
Benefits paid (including direct rollovers)2012-12-31$400,304
Total plan assets at end of year2012-12-31$12,900,673
Total plan assets at beginning of year2012-12-31$11,160,361
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$407,939
Expenses. Other expenses not covered elsewhere2012-12-31$545
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$1,173,767
Net income (gross income less expenses)2012-12-31$1,740,312
Net plan assets at end of year (total assets less liabilities)2012-12-31$12,900,673
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$11,160,361
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$559,455
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 2011 401k financial data
Total income from all sources2011-12-31$1,020,800
Expenses. Total of all expenses incurred2011-12-31$151,517
Benefits paid (including direct rollovers)2011-12-31$151,517
Total plan assets at end of year2011-12-31$11,160,361
Total plan assets at beginning of year2011-12-31$10,291,078
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$370,838
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$100,793
Net income (gross income less expenses)2011-12-31$869,283
Net plan assets at end of year (total assets less liabilities)2011-12-31$11,160,361
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$10,291,078
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$549,169
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 2010 401k financial data
Total income from all sources2010-12-31$1,885,257
Expenses. Total of all expenses incurred2010-12-31$188,172
Benefits paid (including direct rollovers)2010-12-31$188,172
Total plan assets at end of year2010-12-31$10,291,078
Total plan assets at beginning of year2010-12-31$8,593,993
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$355,000
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$972,440
Net income (gross income less expenses)2010-12-31$1,697,085
Net plan assets at end of year (total assets less liabilities)2010-12-31$10,291,078
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$8,593,993
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$557,817
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP

2015: SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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