Logo

WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING 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).
  • 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.
  • 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

WILLIAM P. OBERHARDT, LLC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM P. OBERHARDT, LLC
Employer identification number (EIN):200149747
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01WILLIAM P. OBERHARDT WILLIAM P. OBERHARDT2018-04-02
0012017-01-01
0012016-01-01WILLIAM P. OBERHARDT WILLIAM P. OBERHARDT2017-06-15
0012015-01-01WILLIAM P. OBERHARDT WILLIAM P. OBERHARDT2016-07-15
0012014-01-01WILLIAM P. OBERHARDT WILLIAM P. OBERHARDT2015-07-27
0012013-01-01WILLIAM P. OBERHARDT
0012012-01-01WILLIAM P. OBERHARDT
0012011-01-01WILLIAM P. OBERHARDT
0012009-01-01WILLIAM P. OBERHARDT WILLIAM P. OBERHARDT2010-08-18

Plan Statistics for WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
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 benefits2016-01-011
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-011
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 participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-06-21$57
Expenses. Total of all expenses incurred2017-06-21$292,564
Benefits paid (including direct rollovers)2017-06-21$292,564
Total plan assets at end of year2017-06-21$0
Total plan assets at beginning of year2017-06-21$292,507
Other income received2017-06-21$57
Net income (gross income less expenses)2017-06-21$-292,507
Net plan assets at end of year (total assets less liabilities)2017-06-21$0
Net plan assets at beginning of year (total assets less liabilities)2017-06-21$292,507
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-21$0
2016 : WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$77
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$292,507
Total plan assets at beginning of year2016-12-31$292,430
Value of fidelity bond covering the plan2016-12-31$30,000
Other income received2016-12-31$77
Net income (gross income less expenses)2016-12-31$77
Net plan assets at end of year (total assets less liabilities)2016-12-31$292,507
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$292,430
2015 : WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$22,869
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$292,430
Total plan assets at beginning of year2015-12-31$269,561
Value of fidelity bond covering the plan2015-12-31$30,000
Total contributions received or receivable from participants2015-12-31$17,133
Other income received2015-12-31$25
Net income (gross income less expenses)2015-12-31$22,869
Net plan assets at end of year (total assets less liabilities)2015-12-31$292,430
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$269,561
Total contributions received or receivable from employer(s)2015-12-31$5,711
2014 : WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$32,348
Expenses. Total of all expenses incurred2014-12-31$1,247
Benefits paid (including direct rollovers)2014-12-31$1,247
Total plan assets at end of year2014-12-31$269,561
Total plan assets at beginning of year2014-12-31$238,460
Value of fidelity bond covering the plan2014-12-31$30,000
Total contributions received or receivable from participants2014-12-31$23,000
Other income received2014-12-31$20
Net income (gross income less expenses)2014-12-31$31,101
Net plan assets at end of year (total assets less liabilities)2014-12-31$269,561
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$238,460
Total contributions received or receivable from employer(s)2014-12-31$9,328
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$45,856
Expenses. Total of all expenses incurred2013-12-31$6,055
Benefits paid (including direct rollovers)2013-12-31$6,055
Total plan assets at end of year2013-12-31$238,460
Total plan assets at beginning of year2013-12-31$198,659
Value of fidelity bond covering the plan2013-12-31$20,000
Total contributions received or receivable from participants2013-12-31$23,350
Other income received2013-12-31$396
Net income (gross income less expenses)2013-12-31$39,801
Net plan assets at end of year (total assets less liabilities)2013-12-31$238,460
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$198,659
Total contributions received or receivable from employer(s)2013-12-31$22,110
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$47,616
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$198,659
Total plan assets at beginning of year2012-12-31$151,043
Value of fidelity bond covering the plan2012-12-31$20,000
Total contributions received or receivable from participants2012-12-31$23,200
Other income received2012-12-31$193
Net income (gross income less expenses)2012-12-31$47,616
Net plan assets at end of year (total assets less liabilities)2012-12-31$198,659
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$151,043
Total contributions received or receivable from employer(s)2012-12-31$24,223
2011 : WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$2,455
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$151,043
Total plan assets at beginning of year2011-12-31$148,588
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$1,000
Other income received2011-12-31$13
Net income (gross income less expenses)2011-12-31$2,455
Net plan assets at end of year (total assets less liabilities)2011-12-31$151,043
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$148,588
Total contributions received or receivable from employer(s)2011-12-31$1,442
2010 : WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$46,076
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$148,588
Total plan assets at beginning of year2010-12-31$102,512
Value of fidelity bond covering the plan2010-12-31$10,000
Total contributions received or receivable from participants2010-12-31$22,000
Other income received2010-12-31$10
Net income (gross income less expenses)2010-12-31$46,076
Net plan assets at end of year (total assets less liabilities)2010-12-31$148,588
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$102,512
Total contributions received or receivable from employer(s)2010-12-31$24,066
2009 : WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING 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

Form 5500 Responses for WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN

2017: WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING 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 filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING 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: WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING 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: WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING 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: WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING 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: WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING 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: WILLIAM P. OBERHARDT, LLC 401(K) PROFIT SHARING 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

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