Logo

LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 401k Plan overview

Plan NameLAW OFFICE OF LEE WOODWARD JR PENSION PLAN
Plan identification number 001

LAW OFFICE OF LEE WOODWARD JR PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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(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

LAW OFFICE OF LEE WOODWARD JR has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF LEE WOODWARD JR
Employer identification number (EIN):010400194
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF LEE WOODWARD JR PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01PHYLLIS M. GAUL PHYLLIS M. GAUL2017-05-31
0012015-01-01PHYLLIS M. GAUL LAW OFFICES OF LEE WOODWARD, JR.2016-06-20
0012014-01-01PHYLLIS M. GAUL LAW OFFICES OF LEE WOODWARD, JR.2015-06-25
0012013-01-01PHYLLIS M. GAUL LAW OFFIES OF LEE WOODWARD, JR.2014-06-23
0012012-01-01PHYLLIS M.GAUL PHYLLIS M. GAUL2013-06-25
0012011-01-01PHYLLIS M. GAUL
0012009-01-01PHYLLIS GAUL PHYLLIS GAUL2010-07-09
0012009-01-01PHYLLIS GAUL PHYLLIS GAUL2010-07-09

Plan Statistics for LAW OFFICE OF LEE WOODWARD JR PENSION PLAN

401k plan membership statisitcs for LAW OFFICE OF LEE WOODWARD JR PENSION PLAN

Measure Date Value
2016: LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LAW OFFICE OF LEE WOODWARD JR PENSION PLAN

Measure Date Value
2016 : LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year2016-11-30$0
Total plan liabilities at beginning of year2016-11-30$0
Total income from all sources2016-11-30$140,268
Expenses. Total of all expenses incurred2016-11-30$3,647,770
Benefits paid (including direct rollovers)2016-11-30$3,647,770
Total plan assets at end of year2016-11-30$0
Total plan assets at beginning of year2016-11-30$3,507,502
Expenses. Other expenses not covered elsewhere2016-11-30$0
Other income received2016-11-30$124,916
Net income (gross income less expenses)2016-11-30$-3,507,502
Net plan assets at end of year (total assets less liabilities)2016-11-30$0
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$3,507,502
Total contributions received or receivable from employer(s)2016-11-30$15,352
Expenses. Administrative service providers (salaries,fees and commissions)2016-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
Funding deficiency by the employer to the plan for this plan year2016-11-30$0
Minimum employer required contribution for this plan year2016-11-30$0
Amount contributed by the employer to the plan for this plan year2016-11-30$0
2015 : LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$15,609
Expenses. Total of all expenses incurred2015-12-31$106,938
Benefits paid (including direct rollovers)2015-12-31$106,938
Total plan assets at end of year2015-12-31$3,507,502
Total plan assets at beginning of year2015-12-31$3,598,831
Other income received2015-12-31$-14,934
Net income (gross income less expenses)2015-12-31$-91,329
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,507,502
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,598,831
Total contributions received or receivable from employer(s)2015-12-31$30,543
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$30,543
Amount contributed by the employer to the plan for this plan year2015-12-31$30,543
2014 : LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$195,409
Expenses. Total of all expenses incurred2014-12-31$66,970
Benefits paid (including direct rollovers)2014-12-31$66,970
Total plan assets at end of year2014-12-31$3,598,831
Total plan assets at beginning of year2014-12-31$3,470,392
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$166,996
Net income (gross income less expenses)2014-12-31$128,439
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,598,831
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,470,392
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$28,413
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
2013 : LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$356,449
Expenses. Total of all expenses incurred2013-12-31$61,622
Benefits paid (including direct rollovers)2013-12-31$61,622
Total plan assets at end of year2013-12-31$3,470,392
Total plan assets at beginning of year2013-12-31$3,175,565
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$325,213
Net income (gross income less expenses)2013-12-31$294,827
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,470,392
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,175,565
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$31,236
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
2012 : LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$284,268
Expenses. Total of all expenses incurred2012-12-31$59,302
Benefits paid (including direct rollovers)2012-12-31$59,302
Total plan assets at end of year2012-12-31$3,175,565
Total plan assets at beginning of year2012-12-31$2,950,598
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$260,138
Net income (gross income less expenses)2012-12-31$224,966
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,175,565
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,950,598
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$24,130
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
2011 : LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$114,033
Expenses. Total of all expenses incurred2011-12-31$58,754
Benefits paid (including direct rollovers)2011-12-31$58,754
Total plan assets at end of year2011-12-31$2,950,598
Total plan assets at beginning of year2011-12-31$2,895,320
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$93,279
Net income (gross income less expenses)2011-12-31$55,279
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,950,598
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,895,320
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$20,754
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$20,754
Minimum employer required contribution for this plan year2011-12-31$20,754
2010 : LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$256,513
Expenses. Total of all expenses incurred2010-12-31$56,491
Benefits paid (including direct rollovers)2010-12-31$56,491
Total plan assets at end of year2010-12-31$2,895,320
Total plan assets at beginning of year2010-12-31$2,695,298
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$235,024
Net income (gross income less expenses)2010-12-31$200,022
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,895,320
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,695,298
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$21,489
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$21,489
Minimum employer required contribution for this plan year2010-12-31$21,489
2009 : LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$21,187
Amount contributed by the employer to the plan for this plan year2009-12-31$21,187

Form 5500 Responses for LAW OFFICE OF LEE WOODWARD JR PENSION PLAN

2016: LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LAW OFFICE OF LEE WOODWARD JR PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1