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| Plan Name | ALBERT & MACKENZIE, LLP ATTORNEYS 401(K) PROFIT SHARING PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ALBERT & MACKENZIE, LLP |
| Employer identification number (EIN): | 821962454 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2021-01-01 | ||||
| 003 | 2020-01-01 | ||||
| 003 | 2019-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2022 : ALBERT & MACKENZIE, LLP ATTORNEYS 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-06-15 | -7369551 |
| Total liabilities as of the end of the plan year | 2022-06-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-15 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-15 | 866971 |
| Net assets as of the end of the plan year | 2022-06-15 | 0 |
| Total assets as of the beginning of the plan year | 2022-06-15 | 5838384 |
| Value of plan covered by a fidelity bond | 2022-06-15 | 500000 |
| Participant contributions to plan in this plan year | 2022-06-15 | 919154 |
| Other contributions to plan in this plan year | 2022-06-15 | 26399 |
| Other income to plan in this plan year | 2022-06-15 | 989621 |
| Plan net income in this plan year | 2022-06-15 | 1531167 |
| Net assets as of the end of the plan year | 2022-06-15 | 0 |
| Net assets as of the beginning of the plan year | 2022-06-15 | 5838384 |
| Employer contributions to plan in this plan year | 2022-06-15 | 462964 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-15 | 39650 |
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