401k Plan data: BERNARD & ROCK PC 401K PLAN plan

BERNARD & ROCK PC 401K PLAN 401k Plan overview

Plan Name	BERNARD & ROCK PC 401K PLAN
Plan identification number	001

BERNARD & ROCK PC 401K PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

BERNARD & ROCK PC has sponsored the creation of one or more 401k plans.

Company Name: BERNARD & ROCK PC

Employer identification number (EIN): 043382741

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERNARD & ROCK PC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOSEPH D. BERNARD 2024-06-19
001 2022-01-01 JOSEPH D. BERNARD 2023-09-01
001 2021-01-01 JOSEPH D. BERNARD 2022-09-26
001 2020-02-01 JOSEPH D. BERNARD 2021-09-13
001 2012-01-01 JOSEPH BERNARD 2013-07-23 JOSEPH BERNARD 2013-07-23
001 2011-01-01 JOSEPH BERNARD 2012-10-13 JOSEPH BERNARD 2012-10-13
001 2010-01-01 JOSEPH BERNARD 2012-10-12 JOSEPH BERNARD 2012-10-12
001 2009-01-01 JOSEPH BERNARD JOSEPH BERNARD 2010-08-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JOSEPH D. BERNARD	2024-06-19
001	2022-01-01	JOSEPH D. BERNARD	2023-09-01
001	2021-01-01	JOSEPH D. BERNARD	2022-09-26
001	2020-02-01	JOSEPH D. BERNARD	2021-09-13
001	2012-01-01	JOSEPH BERNARD	2013-07-23	JOSEPH BERNARD	2013-07-23
001	2011-01-01	JOSEPH BERNARD	2012-10-13	JOSEPH BERNARD	2012-10-13
001	2010-01-01	JOSEPH BERNARD	2012-10-12	JOSEPH BERNARD	2012-10-12
001	2009-01-01	JOSEPH BERNARD		JOSEPH BERNARD	2010-08-27

Plan Statistics for BERNARD & ROCK PC 401K PLAN

401k plan membership statisitcs for BERNARD & ROCK PC 401K PLAN

Measure Date Value
2009: BERNARD & ROCK PC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2009: BERNARD & ROCK PC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Form 5500 Responses for BERNARD & ROCK PC 401K PLAN

2009: BERNARD & ROCK PC 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BERNARD & ROCK PC
Employer identification number (EIN):	043382741
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers