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CHRISTENSEN & LAUE, PLLC SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameCHRISTENSEN & LAUE, PLLC SAVINGS AND RETIREMENT PLAN
Plan identification number 001

CHRISTENSEN & LAUE, PLLC SAVINGS AND RETIREMENT PLAN 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

CHRISTENSEN & LAUE, PLLC has sponsored the creation of one or more 401k plans.

Company Name:CHRISTENSEN & LAUE, PLLC
Employer identification number (EIN):832812032
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHRISTENSEN & LAUE, PLLC SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CAROL HAGEN2024-06-20
0012022-01-01PAT KARNITX2023-05-30
0012021-01-01ELLEN WELD2022-05-20
0012020-01-01ELLEN WELD2021-05-27
0012019-01-01ELLEN WELD2020-06-30
0012018-01-01ELLEN WELD2019-05-20

Financial Data on CHRISTENSEN & LAUE, PLLC SAVINGS AND RETIREMENT PLAN

Measure Date Value
2025 : CHRISTENSEN & LAUE, PLLC SAVINGS AND RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-0683322
Net assets as of the end of the plan year2025-06-065770094
Total assets as of the beginning of the plan year2025-06-064924323
Value of plan covered by a fidelity bond2025-06-06493000
Participant contributions to plan in this plan year2025-06-06102293
Other contributions to plan in this plan year2025-06-065594
Other income to plan in this plan year2025-06-06775466
Plan net income in this plan year2025-06-06845771
Net assets as of the end of the plan year2025-06-065770094
Net assets as of the beginning of the plan year2025-06-064924323
Employer contributions to plan in this plan year2025-06-0645740
Fees paid to broker by Benefit Provider2025-06-0613696
2024 : CHRISTENSEN & LAUE, PLLC SAVINGS AND RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-20282182
Net assets as of the end of the plan year2024-06-204924323
Total assets as of the beginning of the plan year2024-06-204364607
Value of plan covered by a fidelity bond2024-06-20437000
Participant contributions to plan in this plan year2024-06-2095367
Other income to plan in this plan year2024-06-20704042
Plan net income in this plan year2024-06-20559716
Net assets as of the end of the plan year2024-06-204924323
Net assets as of the beginning of the plan year2024-06-204364607
Employer contributions to plan in this plan year2024-06-2042489
Fees paid to broker by Benefit Provider2024-06-2011719
2022 : CHRISTENSEN & LAUE, PLLC SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-208215
Net assets as of the end of the plan year2022-05-204888008
Total assets as of the beginning of the plan year2022-05-204214669
Value of plan covered by a fidelity bond2022-05-20422000
Participant contributions to plan in this plan year2022-05-20110147
Other income to plan in this plan year2022-05-20522850
Plan net income in this plan year2022-05-20673339
Net assets as of the end of the plan year2022-05-204888008
Net assets as of the beginning of the plan year2022-05-204214669
Employer contributions to plan in this plan year2022-05-2048557
Fees paid to broker by Benefit Provider2022-05-2011522

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