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ADAMS & GRAHAM ATTORNEYS AT LAW EMPLOYEE'S 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameADAMS & GRAHAM ATTORNEYS AT LAW EMPLOYEE'S 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

ADAMS & GRAHAM ATTORNEYS AT LAW EMPLOYEE'S 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

ADAMS & GRAHAM, LLP has sponsored the creation of one or more 401k plans.

Company Name:ADAMS & GRAHAM, LLP
Employer identification number (EIN):741303487
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADAMS & GRAHAM ATTORNEYS AT LAW EMPLOYEE'S 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KIMBERLEE WAGMAN2024-09-09 ROBERT RAY2024-09-09
0012022-01-01KIMBERLEE WAGMAN2023-07-17 ROBERT RAY2023-07-17
0012021-01-01KIMBERLEE WAGMAN2022-10-17 ROBERT RAY2022-10-17
0012021-01-01KIMBERLEE WAGMAN2022-10-17 ROBERT RAY2022-10-17
0012020-01-01KIMBERLEE WAGMAN2021-09-28 ROBERT RAY2021-09-28
0012019-01-01TERESA GARCIA2020-07-16
0012018-01-01REBECCA A. RIVAS2019-06-12 ROGER W. HUGHES2019-06-12
0012017-01-01REBECCA A. RIVAS2018-10-02 ROGER HUGHES2018-10-02
0012016-01-01REBECCA RIVAS2017-07-27 ROGER HUGHES2017-07-27
0012015-01-01DANA MINOR2016-05-31 ROGER HUGHES2016-05-31
0012013-01-01DANA MINOR2014-06-12 ROGER HUGHES2014-06-12
0012012-01-01DANA MINOR2013-07-15 JIM DENISON2013-07-15
0012011-01-01DANA MINOR2012-07-03 JIM DENISON2012-07-03
0012010-01-01DANA MINOR2011-07-14 JIM DENISON2011-07-14

Plan Statistics for ADAMS & GRAHAM ATTORNEYS AT LAW EMPLOYEE'S 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ADAMS & GRAHAM ATTORNEYS AT LAW EMPLOYEE'S 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: ADAMS & GRAHAM ATTORNEYS AT LAW EMPLOYEE'S 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-09-239
Total number of particpants at end of year2025-09-238
Number of Participants With Account Balances2025-09-238
2024: ADAMS & GRAHAM ATTORNEYS AT LAW EMPLOYEE'S 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-09-099
Total number of particpants at end of year2024-09-0910
Number of Participants With Account Balances2024-09-0910

Financial Data on ADAMS & GRAHAM ATTORNEYS AT LAW EMPLOYEE'S 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : ADAMS & GRAHAM ATTORNEYS AT LAW EMPLOYEE'S 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-23262881
Net assets as of the end of the plan year2025-09-2310592436
Total assets as of the beginning of the plan year2025-09-239211307
Value of plan covered by a fidelity bond2025-09-23500000
Participant contributions to plan in this plan year2025-09-2362698
Other income to plan in this plan year2025-09-231556272
Plan net income in this plan year2025-09-231381129
Net assets as of the end of the plan year2025-09-2310592436
Net assets as of the beginning of the plan year2025-09-239211307
Employer contributions to plan in this plan year2025-09-2325040
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-23250
2024 : ADAMS & GRAHAM ATTORNEYS AT LAW EMPLOYEE'S 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-091091164
Net assets as of the end of the plan year2024-09-099211307
Total assets as of the beginning of the plan year2024-09-098358756
Value of plan covered by a fidelity bond2024-09-09500000
Participant contributions to plan in this plan year2024-09-0956000
Other income to plan in this plan year2024-09-091862620
Plan net income in this plan year2024-09-09852551
Net assets as of the end of the plan year2024-09-099211307
Net assets as of the beginning of the plan year2024-09-098358756
Employer contributions to plan in this plan year2024-09-0925095
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-09100

Potentially related plans

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