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CALLOCCHIA LAW FIRM, PLLC 401k Plan overview

Plan NameCALLOCCHIA LAW FIRM, PLLC
Plan identification number 001

CALLOCCHIA LAW FIRM, PLLC 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.
  • 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

CALLOCCHIA LAW FIRM, PLLC has sponsored the creation of one or more 401k plans.

Company Name:CALLOCCHIA LAW FIRM, PLLC
Employer identification number (EIN):814873669
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about CALLOCCHIA LAW FIRM, PLLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2015-10-02
Company Identification Number: 4828798
Legal Registered Office Address: 56 BIDWELL PARKWAY
Erie
BUFFALO
United States of America (USA)
14222

More information about CALLOCCHIA LAW FIRM, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALLOCCHIA LAW FIRM, PLLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01FRANK CALLOCCHIA2024-07-11
0012022-01-01FRANK CALLOCCHIA2023-07-12
0012021-01-01FRANK CALLOCCHIA2022-06-12 FRANK CALLOCCHIA2022-06-12
0012020-01-01FRANK CALLOCCHIA2021-07-13 FRANK CALLOCCHIA2021-07-13
0012018-01-01FRANK CALLOCCHIA2019-06-21 FRANK CALLOCCHIA2019-06-21
0012017-01-01FRANK CALLOCCHIA2018-05-16 FRANK CALLOCCHIA2018-05-16

Plan Statistics for CALLOCCHIA LAW FIRM, PLLC

401k plan membership statisitcs for CALLOCCHIA LAW FIRM, PLLC

Measure Date Value
2025: CALLOCCHIA LAW FIRM, PLLC 2025 401k membership
Total number of particpants at beginning of year2025-07-035
Total number of particpants at end of year2025-07-035
Number of Participants With Account Balances2025-07-034
2024: CALLOCCHIA LAW FIRM, PLLC 2024 401k membership
Total number of particpants at beginning of year2024-07-116
Total number of particpants at end of year2024-07-115
Number of Participants With Account Balances2024-07-114
2022: CALLOCCHIA LAW FIRM, PLLC 2022 401k membership
Total number of particpants at beginning of year2022-06-136
Total number of particpants at end of year2022-06-134
Number of Participants With Account Balances2022-06-132

Financial Data on CALLOCCHIA LAW FIRM, PLLC

Measure Date Value
2025 : CALLOCCHIA LAW FIRM, PLLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-030
Net assets as of the end of the plan year2025-07-03756224
Total assets as of the beginning of the plan year2025-07-03567654
Value of plan covered by a fidelity bond2025-07-0357000
Participant contributions to plan in this plan year2025-07-0352500
Other income to plan in this plan year2025-07-03103938
Plan net income in this plan year2025-07-03188570
Net assets as of the end of the plan year2025-07-03756224
Net assets as of the beginning of the plan year2025-07-03567654
Employer contributions to plan in this plan year2025-07-0332132
2024 : CALLOCCHIA LAW FIRM, PLLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-111032
Net assets as of the end of the plan year2024-07-11567654
Total assets as of the beginning of the plan year2024-07-11371615
Value of plan covered by a fidelity bond2024-07-1138000
Participant contributions to plan in this plan year2024-07-1149437
Other income to plan in this plan year2024-07-1192618
Plan net income in this plan year2024-07-11196039
Net assets as of the end of the plan year2024-07-11567654
Net assets as of the beginning of the plan year2024-07-11371615
Employer contributions to plan in this plan year2024-07-1155016
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1155
2022 : CALLOCCHIA LAW FIRM, PLLC 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-06-130
Total expenses incurred by plan in this plan year2022-06-136793
Net assets as of the end of the plan year2022-06-13459513
Total assets as of the beginning of the plan year2022-06-13332827
Value of plan covered by a fidelity bond2022-06-1332000
Participant contributions to plan in this plan year2022-06-1339000
Other income to plan in this plan year2022-06-1371279
Plan net income in this plan year2022-06-13126686
Net assets as of the end of the plan year2022-06-13459513
Net assets as of the beginning of the plan year2022-06-13332827
Employer contributions to plan in this plan year2022-06-1323200
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-136793

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