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CAMPBELL & ASSOCIATES 401(K) PLAN 401k Plan overview

Plan NameCAMPBELL & ASSOCIATES 401(K) PLAN
Plan identification number 002

CAMPBELL & ASSOCIATES 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.
  • 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

CAMPBELL LAW FIRM, PC DBA CAMPBELL & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:CAMPBELL LAW FIRM, PC DBA CAMPBELL & ASSOCIATES
Employer identification number (EIN):561985974
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMPBELL & ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01CLAIR G CAMPBELL2023-10-10 CLAIR G CAMPBELL2023-10-10
0022021-01-01CLAIR G CAMPBELL2022-10-04 CLAIR G CAMPBELL2022-10-04
0022020-01-01CLAIR G CAMPBELL2021-10-13 CLAIR G CAMPBELL2021-10-13
0022019-01-01CLAIR CAMPBELL2020-10-15 CLAIR CAMPBELL2020-10-15
0022018-01-01CLAIR CAMPBELL2019-10-10 CLAIR CAMPBELL2019-10-10
0022017-01-01CLAIR CAMPBELL2018-10-11 CLAIR CAMPBELL2018-10-11
0022016-01-01CLAIR CAMPBELL2017-10-05 CLAIR CAMPBELL2017-10-05

Financial Data on CAMPBELL & ASSOCIATES 401(K) PLAN

Measure Date Value
2025 : CAMPBELL & ASSOCIATES 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-23116560
Net assets as of the end of the plan year2025-09-232643035
Total assets as of the beginning of the plan year2025-09-232264411
Value of plan covered by a fidelity bond2025-09-23500000
Participant contributions to plan in this plan year2025-09-2391649
Other income to plan in this plan year2025-09-23274004
Plan net income in this plan year2025-09-23378624
Net assets as of the end of the plan year2025-09-232643035
Net assets as of the beginning of the plan year2025-09-232264411
Employer contributions to plan in this plan year2025-09-23129531
Fees paid to broker by Benefit Provider2025-09-231123
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2323555
Total liabilities as of the beginning of the plan year2025-04-290
Total expenses incurred by plan in this plan year2025-04-2947950
Net assets as of the end of the plan year2025-04-292264411
Total assets as of the beginning of the plan year2025-04-291792297
Value of plan covered by a fidelity bond2025-04-29500000
Participant contributions to plan in this plan year2025-04-2981497
Other expenses paid from plan in this plan year2025-04-290
Other income to plan in this plan year2025-04-29309035
Plan net income in this plan year2025-04-29472114
Net assets as of the end of the plan year2025-04-292264411
Net assets as of the beginning of the plan year2025-04-291792297
Employer contributions to plan in this plan year2025-04-29129532
Fees paid to broker by Benefit Provider2025-04-2974
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2921550
2022 : CAMPBELL & ASSOCIATES 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-04171546
Net assets as of the end of the plan year2022-10-041984921
Total assets as of the beginning of the plan year2022-10-041640172
Value of plan covered by a fidelity bond2022-10-04500000
Participant contributions to plan in this plan year2022-10-04146468
Other contributions to plan in this plan year2022-10-0445118
Other income to plan in this plan year2022-10-04245210
Plan net income in this plan year2022-10-04344749
Net assets as of the end of the plan year2022-10-041984921
Net assets as of the beginning of the plan year2022-10-041640172
Employer contributions to plan in this plan year2022-10-0479499
Fees paid to broker by Benefit Provider2022-10-04820
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-0425819

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