401k Plan data: DUVAL & STACHENFELD, LLP 401(K) SAVINGS PLAN plan

DUVAL & STACHENFELD, LLP 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	DUVAL & STACHENFELD, LLP 401(K) SAVINGS PLAN
Plan identification number	002

DUVAL & STACHENFELD, LLP 401(K) SAVINGS 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.
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ADLER & STACHENFELD LLP has sponsored the creation of one or more 401k plans.

Company Name: ADLER & STACHENFELD LLP

Employer identification number (EIN): 133965769

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about ADLER & STACHENFELD LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1997-10-01

Company Identification Number: 2186008

Legal Registered Office Address: 28 LIBERTY ST

NEW YORK
United States of America (USA)
10005

More information about ADLER & STACHENFELD LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DUVAL & STACHENFELD, LLP 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 NEELA PERSAUD 2024-07-31
002 2022-01-01 NEELA PERSAUD 2023-08-03
002 2021-01-01 CAITLIN VELEZ 2022-06-16
002 2020-01-01 CAITLIN VELEZ 2021-05-06
002 2019-01-01 CAITLIN VELEZ 2020-07-20
002 2018-01-01 CAITLIN VELEZ 2019-07-15
002 2017-01-01 COURTNEY STOUTAMIRE 2018-06-20
002 2016-01-01 COURTNEY STOUTAMIRE 2017-10-02 COURTNEY STOUTAMIRE 2017-10-02
002 2015-01-01 ELIZABETH ELLIOTT 2016-10-06 ELIZABETH ELLIOTT 2016-10-06
002 2014-01-01 ELIZABETH ELLIOTT 2015-06-16 ELIZABETH ELLIOTT 2015-06-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	NEELA PERSAUD	2024-07-31
002	2022-01-01	NEELA PERSAUD	2023-08-03
002	2021-01-01	CAITLIN VELEZ	2022-06-16
002	2020-01-01	CAITLIN VELEZ	2021-05-06
002	2019-01-01	CAITLIN VELEZ	2020-07-20
002	2018-01-01	CAITLIN VELEZ	2019-07-15
002	2017-01-01	COURTNEY STOUTAMIRE	2018-06-20
002	2016-01-01	COURTNEY STOUTAMIRE	2017-10-02	COURTNEY STOUTAMIRE	2017-10-02
002	2015-01-01	ELIZABETH ELLIOTT	2016-10-06	ELIZABETH ELLIOTT	2016-10-06
002	2014-01-01	ELIZABETH ELLIOTT	2015-06-16	ELIZABETH ELLIOTT	2015-06-16

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Company Name:	ADLER & STACHENFELD LLP
Employer identification number (EIN):	133965769
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1997-10-01
Company Identification Number:	2186008
Legal Registered Office Address:	28 LIBERTY ST NEW YORK United States of America (USA) 10005