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CASE & LEADER, LLP PENSION PLAN 401k Plan overview

Plan NameCASE & LEADER, LLP PENSION PLAN
Plan identification number 001

CASE & LEADER, LLP PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

CASE & LEADER, LLP has sponsored the creation of one or more 401k plans.

Company Name:CASE & LEADER, LLP
Employer identification number (EIN):141491773
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about CASE & LEADER, LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1996-03-01
Company Identification Number: 2005437
Legal Registered Office Address: PO BOX 13 / 107 EAST MAIN ST

GOUVERNEUR
United States of America (USA)
13642

More information about CASE & LEADER, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASE & LEADER, LLP PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HENRY J LEADER2024-07-18
0012022-01-01HENRY J LEADER2023-07-26 HENRY J LEADER2023-07-26
0012021-01-01HENRY J LEADER2022-07-26 HENRY J LEADER2022-07-26
0012020-01-01HENRY J LEADER2021-07-22
0012019-01-01HENRY J LEADER2020-07-15
0012018-01-01HENRY LEADER2019-07-29 HENRY LEADER2019-07-29
0012017-01-01HENRY J LEADER2018-07-24 HENRY J LEADER2018-07-24
0012016-01-01HENRY J LEADER2017-07-27
0012015-01-01HENRY J LEADER
0012014-01-01HENRY J LEADER HENRY J LEADER2015-07-29
0012013-01-01HENRY J LEADER HENRY J LEADER2014-07-28
0012012-01-01HENRY LEADER HENRY LEADER2013-07-12
0012011-01-01HENRY LEADER
0012010-01-01HENRY LEADER
0012009-01-01HENRY LEADER

Plan Statistics for CASE & LEADER, LLP PENSION PLAN

401k plan membership statisitcs for CASE & LEADER, LLP PENSION PLAN

Measure Date Value
2015: CASE & LEADER, LLP PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-018
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 participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CASE & LEADER, LLP PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
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 balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CASE & LEADER, LLP PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CASE & LEADER, LLP PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CASE & LEADER, LLP PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CASE & LEADER, LLP PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-017
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-018
Total participants2010-01-018
Number of participants with account balances2010-01-018
2009: CASE & LEADER, LLP PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CASE & LEADER, LLP PENSION PLAN

Measure Date Value
2015 : CASE & LEADER, LLP PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$134,634
Expenses. Total of all expenses incurred2015-12-31$136,219
Benefits paid (including direct rollovers)2015-12-31$136,219
Total plan assets at end of year2015-12-31$3,733,309
Total plan assets at beginning of year2015-12-31$3,734,894
Value of fidelity bond covering the plan2015-12-31$1,800
Other income received2015-12-31$44,131
Net income (gross income less expenses)2015-12-31$-1,585
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,733,309
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,734,894
Total contributions received or receivable from employer(s)2015-12-31$90,503
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$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : CASE & LEADER, LLP PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$311,785
Expenses. Total of all expenses incurred2014-12-31$126,187
Benefits paid (including direct rollovers)2014-12-31$126,187
Total plan assets at end of year2014-12-31$3,734,894
Total plan assets at beginning of year2014-12-31$3,549,296
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$233,725
Net income (gross income less expenses)2014-12-31$185,598
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,734,894
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,549,296
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$78,060
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 : CASE & LEADER, LLP PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$675,539
Expenses. Total of all expenses incurred2013-12-31$103,818
Benefits paid (including direct rollovers)2013-12-31$103,818
Total plan assets at end of year2013-12-31$3,549,296
Total plan assets at beginning of year2013-12-31$2,977,575
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$597,419
Net income (gross income less expenses)2013-12-31$571,721
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,549,296
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,977,575
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$78,120
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 : CASE & LEADER, LLP PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$355,161
Expenses. Total of all expenses incurred2012-12-31$89,364
Benefits paid (including direct rollovers)2012-12-31$89,364
Total plan assets at end of year2012-12-31$2,977,575
Total plan assets at beginning of year2012-12-31$2,711,778
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$276,653
Net income (gross income less expenses)2012-12-31$265,797
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,977,575
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,711,778
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$78,508
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 : CASE & LEADER, LLP PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$100,490
Expenses. Total of all expenses incurred2011-12-31$88,064
Benefits paid (including direct rollovers)2011-12-31$88,064
Total plan assets at end of year2011-12-31$2,711,778
Total plan assets at beginning of year2011-12-31$2,699,352
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$27,188
Net income (gross income less expenses)2011-12-31$12,426
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,711,778
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,699,352
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$73,302
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$0
Minimum employer required contribution for this plan year2011-12-31$0
2010 : CASE & LEADER, LLP PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$255,070
Expenses. Total of all expenses incurred2010-12-31$75,356
Benefits paid (including direct rollovers)2010-12-31$75,356
Total plan assets at end of year2010-12-31$2,638,352
Total plan assets at beginning of year2010-12-31$2,385,834
Other income received2010-12-31$174,084
Net income (gross income less expenses)2010-12-31$179,714
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,638,352
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,385,834
Total contributions received or receivable from employer(s)2010-12-31$80,986
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$17,434
Amount contributed by the employer to the plan for this plan year2010-12-31$17,434
2009 : CASE & LEADER, LLP 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$16,552
Amount contributed by the employer to the plan for this plan year2009-12-31$16,552

Form 5500 Responses for CASE & LEADER, LLP PENSION PLAN

2015: CASE & LEADER, LLP 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: CASE & LEADER, LLP 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: CASE & LEADER, LLP 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: CASE & LEADER, LLP PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: CASE & LEADER, LLP 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
2010: CASE & LEADER, LLP PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CASE & LEADER, LLP PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

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