401k Plan data: RENO & CAVANAUGH, PLLC RETIREMENT PLAN AND TRUST plan

RENO & CAVANAUGH, PLLC RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	RENO & CAVANAUGH, PLLC RETIREMENT PLAN AND TRUST
Plan identification number	003

RENO & CAVANAUGH, PLLC RETIREMENT PLAN AND TRUST 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.
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

RENO & CAVANAUGH, PLLC RETIREMENT PLAN AND TRUST has sponsored the creation of one or more 401k plans.

Company Name: RENO & CAVANAUGH, PLLC RETIREMENT PLAN AND TRUST

Employer identification number (EIN): 521099692

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RENO & CAVANAUGH, PLLC RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2023-01-01 MICHELLE RAGAN
003 2022-01-01
003 2022-01-01 MICHELLE RAGAN
003 2021-01-01 LARRY E. CROCKER 2022-10-04
003 2020-01-01 LARRY E. CROCKER 2021-07-27
003 2019-01-01 LARRY E. CROCKER 2020-07-21 SHAUN LEIGHTON 2020-07-22
003 2018-01-01 CHERYL BOWNESS 2019-05-10 SHAUN LEIGHTON 2019-05-21
003 2017-01-01 DAVID HEAD 2018-05-15 SHAUN LEIGHTON 2018-05-22
003 2016-01-01 DAVID HEAD 2017-07-11 SHAUN LEIGHTON 2017-07-11
003 2015-01-01 DAVID HEAD 2016-07-27 DAVID HEAD 2016-07-27
003 2014-01-01 LEE RENO 2015-05-28
003 2013-01-01 LEE RENO 2014-07-28
003 2012-01-01 LEE RENO 2013-09-27
003 2011-01-01 LEE RENO 2012-09-17
003 2010-01-01 SHAUN LEIGHTON 2011-06-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
003	2023-01-01	MICHELLE RAGAN
003	2022-01-01
003	2022-01-01	MICHELLE RAGAN
003	2021-01-01	LARRY E. CROCKER	2022-10-04
003	2020-01-01	LARRY E. CROCKER	2021-07-27
003	2019-01-01	LARRY E. CROCKER	2020-07-21	SHAUN LEIGHTON	2020-07-22
003	2018-01-01	CHERYL BOWNESS	2019-05-10	SHAUN LEIGHTON	2019-05-21
003	2017-01-01	DAVID HEAD	2018-05-15	SHAUN LEIGHTON	2018-05-22
003	2016-01-01	DAVID HEAD	2017-07-11	SHAUN LEIGHTON	2017-07-11
003	2015-01-01	DAVID HEAD	2016-07-27	DAVID HEAD	2016-07-27
003	2014-01-01	LEE RENO	2015-05-28
003	2013-01-01	LEE RENO	2014-07-28
003	2012-01-01	LEE RENO	2013-09-27
003	2011-01-01	LEE RENO	2012-09-17
003	2010-01-01	SHAUN LEIGHTON	2011-06-20

Financial Data on RENO & CAVANAUGH, PLLC RETIREMENT PLAN AND TRUST

Measure	Date	Value
2023 : RENO & CAVANAUGH, PLLC RETIREMENT PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$5,255,873
Expenses. Total of all expenses incurred	2023-12-31	$227,187
Benefits paid (including direct rollovers)	2023-12-31	$169,058
Total plan assets at end of year	2023-12-31	$20,640,423
Total plan assets at beginning of year	2023-12-31	$15,611,737
Value of fidelity bond covering the plan	2023-12-31	$2,000,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$852,290
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$3,354,498
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$5,028,686
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$20,640,423
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$15,611,737
Assets. Value of participant loans	2023-12-31	$49,846
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$1,049,085
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$58,129
2022 : RENO & CAVANAUGH, PLLC RETIREMENT PLAN AND TRUST 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	$-832,895
Expenses. Total of all expenses incurred	2022-12-31	$572,403
Benefits paid (including direct rollovers)	2022-12-31	$514,947
Total plan assets at end of year	2022-12-31	$15,611,737
Total plan assets at beginning of year	2022-12-31	$17,017,035
Value of fidelity bond covering the plan	2022-12-31	$2,000,000
Total contributions received or receivable from participants	2022-12-31	$712,332
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$19,728
Other income received	2022-12-31	$-2,572,494
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,405,298
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$15,611,737
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$17,017,035
Assets. Value of participant loans	2022-12-31	$63,409
Total contributions received or receivable from employer(s)	2022-12-31	$1,007,539
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	$57,456
Total transfers to/from plan in this plan year	2022-10-04	0
Total expenses incurred by plan in this plan year	2022-10-04	1108804
Net assets as of the end of the plan year	2022-10-04	17017035
Total assets as of the beginning of the plan year	2022-10-04	14193205
Value of plan covered by a fidelity bond	2022-10-04	2000000
Participant contributions to plan in this plan year	2022-10-04	722577
Other contributions to plan in this plan year	2022-10-04	0
Other income to plan in this plan year	2022-10-04	2332375
Plan net income in this plan year	2022-10-04	2823830
Net assets as of the end of the plan year	2022-10-04	17017035
Net assets as of the beginning of the plan year	2022-10-04	14193205
Employer contributions to plan in this plan year	2022-10-04	877682
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-04	67710

Form 5500 Responses for RENO & CAVANAUGH, PLLC RETIREMENT PLAN AND TRUST

2023: RENO & CAVANAUGH, PLLC RETIREMENT PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: RENO & CAVANAUGH, PLLC RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	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

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Company Name:	RENO & CAVANAUGH, PLLC RETIREMENT PLAN AND TRUST
Employer identification number (EIN):	521099692
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers