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LAW OFFICE OF ROSS GELFAND LLC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameLAW OFFICE OF ROSS GELFAND LLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 002

LAW OFFICE OF ROSS GELFAND LLC 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LAW OFFICES OF ROSS GELFAND, LLC has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF ROSS GELFAND, LLC
Employer identification number (EIN):582392898
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about LAW OFFICES OF ROSS GELFAND, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 321758

More information about LAW OFFICES OF ROSS GELFAND, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF ROSS GELFAND LLC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01ROSS GELFAND
0022014-01-01ROSS GELFAND

Plan Statistics for LAW OFFICE OF ROSS GELFAND LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for LAW OFFICE OF ROSS GELFAND LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015: LAW OFFICE OF ROSS GELFAND LLC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0188
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LAW OFFICE OF ROSS GELFAND LLC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0188
Total number of active participants reported on line 7a of the Form 55002014-01-0147
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0188
Number of participants with account balances2014-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015

Financial Data on LAW OFFICE OF ROSS GELFAND LLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015 : LAW OFFICE OF ROSS GELFAND LLC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-05-15$0
Total plan liabilities at beginning of year2015-05-15$0
Total income from all sources2015-05-15$4,723
Expenses. Total of all expenses incurred2015-05-15$178,808
Benefits paid (including direct rollovers)2015-05-15$176,994
Total plan assets at end of year2015-05-15$0
Total plan assets at beginning of year2015-05-15$174,085
Total contributions received or receivable from participants2015-05-15$2,126
Other income received2015-05-15$2,597
Net income (gross income less expenses)2015-05-15$-174,085
Net plan assets at end of year (total assets less liabilities)2015-05-15$0
Net plan assets at beginning of year (total assets less liabilities)2015-05-15$174,085
Assets. Value of participant loans2015-05-15$0
Total contributions received or receivable from employer(s)2015-05-15$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-05-15$1,814
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-15$0
2014 : LAW OFFICE OF ROSS GELFAND LLC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$316
Total income from all sources2014-12-31$22,304
Expenses. Total of all expenses incurred2014-12-31$584,817
Benefits paid (including direct rollovers)2014-12-31$582,961
Total plan assets at end of year2014-12-31$174,085
Total plan assets at beginning of year2014-12-31$736,914
Total contributions received or receivable from participants2014-12-31$29,466
Other income received2014-12-31$-7,162
Net income (gross income less expenses)2014-12-31$-562,513
Net plan assets at end of year (total assets less liabilities)2014-12-31$174,085
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$736,598
Assets. Value of participant loans2014-12-31$4,599
Total contributions received or receivable from employer(s)2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,856
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for LAW OFFICE OF ROSS GELFAND LLC 401(K) PROFIT SHARING PLAN AND TRUST

2015: LAW OFFICE OF ROSS GELFAND LLC 401(K) PROFIT SHARING PLAN AND TRUST 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 filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAW OFFICE OF ROSS GELFAND LLC 401(K) PROFIT SHARING PLAN AND TRUST 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

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