| Plan Name | VOLK LAW OFFICES, P.A. 401K PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | VOLK LAW OFFICES, P.A. |
| Employer identification number (EIN): | 593293571 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
Additional information about VOLK LAW OFFICES, P.A.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 1995-01-09 |
| Company Identification Number: | P95000002640 |
| Legal Registered Office Address: |
1901 S. Harbor City Blvd. MELBOURNE 32901 |
More information about VOLK LAW OFFICES, P.A.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | NICHOLE STEVENS | 2024-07-31 | NICHOLE STEVENS | 2024-07-31 |
| 001 | 2022-01-01 | DAVID VOLK | 2023-07-17 | ||
| 001 | 2021-01-01 | DAVID VOLK | 2022-08-18 | ||
| 001 | 2020-01-01 | TRACY K WALES | 2021-07-28 | ||
| 001 | 2019-01-01 | TRACY WALES FOR VOLK LAW OFFICES,PA | 2020-07-27 | ||
| 001 | 2018-01-01 | TRACY WALES | 2019-07-31 | ||
| 001 | 2017-01-01 | TRACY WALES | 2018-07-30 | ||
| 001 | 2016-01-01 | TRACY WALES | 2017-07-27 | ||
| 001 | 2016-01-01 | TRACY WALES | 2017-07-26 | ||
| 001 | 2015-01-01 | TRACY WALES | |||
| 001 | 2014-01-01 | TRACY WALES | |||
| 001 | 2013-01-01 | TRACY WALES | TRACY WALES | 2014-07-30 | |
| 001 | 2012-01-01 | TRACY WALES | |||
| 001 | 2011-01-01 | TRACY WALES | |||
| 001 | 2009-01-01 | DAVID VOLK |
| Measure | Date | Value |
|---|---|---|
| 2025 : VOLK LAW OFFICES, P.A. 401K PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-09-29 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-29 | 3852 |
| Net assets as of the end of the plan year | 2025-09-29 | 1832149 |
| Total assets as of the beginning of the plan year | 2025-09-29 | 1476190 |
| Value of plan covered by a fidelity bond | 2025-09-29 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-29 | 75690 |
| Other income to plan in this plan year | 2025-09-29 | 248601 |
| Plan net income in this plan year | 2025-09-29 | 355959 |
| Net assets as of the end of the plan year | 2025-09-29 | 1832149 |
| Net assets as of the beginning of the plan year | 2025-09-29 | 1476190 |
| Value of contributions failed to transmitted timely | 2025-09-29 | 692 |
| Employer contributions to plan in this plan year | 2025-09-29 | 35520 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-29 | 3852 |
| 2024 : VOLK LAW OFFICES, P.A. 401K PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-31 | 64790 |
| Net assets as of the end of the plan year | 2024-07-31 | 1476190 |
| Total assets as of the beginning of the plan year | 2024-07-31 | 1179728 |
| Value of plan covered by a fidelity bond | 2024-07-31 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-31 | 96275 |
| Other income to plan in this plan year | 2024-07-31 | 246914 |
| Plan net income in this plan year | 2024-07-31 | 296462 |
| Net assets as of the end of the plan year | 2024-07-31 | 1476190 |
| Net assets as of the beginning of the plan year | 2024-07-31 | 1179728 |
| Value of contributions failed to transmitted timely | 2024-07-31 | 2966 |
| Employer contributions to plan in this plan year | 2024-07-31 | 18063 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-31 | 3905 |
| 2022 : VOLK LAW OFFICES, P.A. 401K PLAN 2022 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2022-08-18 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-18 | 102857 |
| Net assets as of the end of the plan year | 2022-08-18 | 1405858 |
| Total assets as of the beginning of the plan year | 2022-08-18 | 1246050 |
| Value of plan covered by a fidelity bond | 2022-08-18 | 500000 |
| Participant contributions to plan in this plan year | 2022-08-18 | 64948 |
| Other income to plan in this plan year | 2022-08-18 | 178983 |
| Plan net income in this plan year | 2022-08-18 | 159808 |
| Net assets as of the end of the plan year | 2022-08-18 | 1405858 |
| Net assets as of the beginning of the plan year | 2022-08-18 | 1246050 |
| Employer contributions to plan in this plan year | 2022-08-18 | 18734 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-18 | 471 |
| 2015 : VOLK LAW OFFICES, P.A. 401K PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $46,633 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $10,042 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $10,042 |
| Total plan assets at end of year | 2015-12-31 | $581,364 |
| Total plan assets at beginning of year | 2015-12-31 | $544,773 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $47,800 |
| Other income received | 2015-12-31 | $-14,217 |
| Net income (gross income less expenses) | 2015-12-31 | $36,591 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $581,364 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $544,773 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $13,050 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : VOLK LAW OFFICES, P.A. 401K PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $88,446 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $5,779 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $5,779 |
| Total plan assets at end of year | 2014-12-31 | $544,773 |
| Total plan assets at beginning of year | 2014-12-31 | $462,106 |
| Total contributions received or receivable from participants | 2014-12-31 | $46,230 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $28,508 |
| Net income (gross income less expenses) | 2014-12-31 | $82,667 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $544,773 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $462,106 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $13,708 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : VOLK LAW OFFICES, P.A. 401K PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $120,825 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $462,106 |
| Total plan assets at beginning of year | 2013-12-31 | $341,281 |
| Total contributions received or receivable from participants | 2013-12-31 | $45,045 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $62,015 |
| Net income (gross income less expenses) | 2013-12-31 | $120,825 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $462,106 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $341,281 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $13,765 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| 2012 : VOLK LAW OFFICES, P.A. 401K PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $96,182 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $373 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $373 |
| Total plan assets at end of year | 2012-12-31 | $341,281 |
| Total plan assets at beginning of year | 2012-12-31 | $245,473 |
| Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $48,435 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $33,378 |
| Net income (gross income less expenses) | 2012-12-31 | $95,809 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $341,281 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $245,473 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $14,369 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : VOLK LAW OFFICES, P.A. 401K PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $67,455 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $18,570 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $18,570 |
| Total plan assets at end of year | 2011-12-31 | $245,473 |
| Total plan assets at beginning of year | 2011-12-31 | $196,589 |
| Total contributions received or receivable from participants | 2011-12-31 | $52,446 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $1,675 |
| Net income (gross income less expenses) | 2011-12-31 | $48,885 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $245,473 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $196,589 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $13,334 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : VOLK LAW OFFICES, P.A. 401K PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $94,049 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $14,821 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $14,821 |
| Total plan assets at end of year | 2010-12-31 | $196,589 |
| Total plan assets at beginning of year | 2010-12-31 | $117,361 |
| Total contributions received or receivable from participants | 2010-12-31 | $52,698 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $23,167 |
| Net income (gross income less expenses) | 2010-12-31 | $79,228 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $196,589 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $117,361 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $18,184 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : VOLK LAW OFFICES, P.A. 401K PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2015: VOLK LAW OFFICES, P.A. 401K PLAN 2015 form 5500 responses | ||
|---|---|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: VOLK LAW OFFICES, P.A. 401K PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: VOLK LAW OFFICES, P.A. 401K PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: VOLK LAW OFFICES, P.A. 401K PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: VOLK LAW OFFICES, P.A. 401K PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: VOLK LAW OFFICES, P.A. 401K PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |