401k Plan data: ERIC L. SAPPENFIELD PROFIT SHARING PLAN plan

ERIC L. SAPPENFIELD PROFIT SHARING PLAN 401k Plan overview

Plan Name	ERIC L. SAPPENFIELD PROFIT SHARING PLAN
Plan identification number	001

ERIC L. SAPPENFIELD PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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

ERIC L. SAPPENFIELD, PLLC has sponsored the creation of one or more 401k plans.

Company Name: ERIC L. SAPPENFIELD, PLLC

Employer identification number (EIN): 204059806

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERIC L. SAPPENFIELD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ERIC L. SAPPENFIELD 2024-05-21 ERIC L. SAPPENFIELD 2024-05-21
001 2022-01-01 ERIC L. SAPPENFIELD 2023-04-12 ERIC L. SAPPENFIELD 2023-04-12
001 2021-01-01 ERIC L. SAPPENFIELD 2022-04-17 ERIC L. SAPPENFIELD 2022-04-17
001 2020-01-01 ERIC L. SAPPENFIELD 2021-04-12 ERIC L. SAPPENFIELD 2021-04-12
001 2019-01-01 ERIC L. SAPPENFIELD 2020-04-05 ERIC L. SAPPENFIELD 2020-04-05
001 2018-01-01
001 2017-01-01
001 2016-01-01 ERIC L. SAPPENFIELD
001 2015-01-01 ERIC L. SAPPENFIELD
001 2014-01-01 ERIC L. SAPPENFIELD
001 2013-01-01 ERIC L. SAPPENFIELD ERIC L. SAPPENFIELD 2014-07-14
001 2012-01-01 ERIC L. SAPPENFIELD ERIC L. SAPPENFIELD 2013-07-11
001 2011-01-01 ERIC L. SAPPENFIELD ERIC L. SAPPENFIELD 2012-07-17
001 2010-01-01 ERIC L. SAPPENFIELD ERIC L. SAPPENFIELD 2011-07-26
001 2009-01-01 ERIC L. SAPPENFIELD ERIC L. SAPPENFIELD 2010-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ERIC L. SAPPENFIELD	2024-05-21	ERIC L. SAPPENFIELD	2024-05-21
001	2022-01-01	ERIC L. SAPPENFIELD	2023-04-12	ERIC L. SAPPENFIELD	2023-04-12
001	2021-01-01	ERIC L. SAPPENFIELD	2022-04-17	ERIC L. SAPPENFIELD	2022-04-17
001	2020-01-01	ERIC L. SAPPENFIELD	2021-04-12	ERIC L. SAPPENFIELD	2021-04-12
001	2019-01-01	ERIC L. SAPPENFIELD	2020-04-05	ERIC L. SAPPENFIELD	2020-04-05
001	2018-01-01
001	2017-01-01
001	2016-01-01	ERIC L. SAPPENFIELD
001	2015-01-01	ERIC L. SAPPENFIELD
001	2014-01-01	ERIC L. SAPPENFIELD
001	2013-01-01	ERIC L. SAPPENFIELD		ERIC L. SAPPENFIELD	2014-07-14
001	2012-01-01	ERIC L. SAPPENFIELD		ERIC L. SAPPENFIELD	2013-07-11
001	2011-01-01	ERIC L. SAPPENFIELD		ERIC L. SAPPENFIELD	2012-07-17
001	2010-01-01	ERIC L. SAPPENFIELD		ERIC L. SAPPENFIELD	2011-07-26
001	2009-01-01	ERIC L. SAPPENFIELD		ERIC L. SAPPENFIELD	2010-07-29

Plan Statistics for ERIC L. SAPPENFIELD PROFIT SHARING PLAN

401k plan membership statisitcs for ERIC L. SAPPENFIELD PROFIT SHARING PLAN

Measure Date Value
2023: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 4
Number of participants with account balances 2023-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	4
Number of participants with account balances	2023-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ERIC L. SAPPENFIELD PROFIT SHARING PLAN

Measure	Date	Value
2023 : ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$32,238
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$2,052,932
Total plan assets at beginning of year	2023-12-31	$2,020,694
Value of fidelity bond covering the plan	2023-12-31	$350,000
Other income received	2023-12-31	$-47,965
Net income (gross income less expenses)	2023-12-31	$32,238
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,052,932
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,020,694
Total contributions received or receivable from employer(s)	2023-12-31	$80,203
2022 : ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-60,056
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$2,020,694
Total plan assets at beginning of year	2022-12-31	$2,080,750
Value of fidelity bond covering the plan	2022-12-31	$350,000
Other income received	2022-12-31	$-130,933
Net income (gross income less expenses)	2022-12-31	$-60,056
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,020,694
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,080,750
Total contributions received or receivable from employer(s)	2022-12-31	$70,877
2021 : ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$477,671
Expenses. Total of all expenses incurred	2021-12-31	$6,967
Benefits paid (including direct rollovers)	2021-12-31	$6,967
Total plan assets at end of year	2021-12-31	$2,080,750
Total plan assets at beginning of year	2021-12-31	$1,610,046
Value of fidelity bond covering the plan	2021-12-31	$350,000
Other income received	2021-12-31	$410,209
Net income (gross income less expenses)	2021-12-31	$470,704
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,080,750
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,610,046
Total contributions received or receivable from employer(s)	2021-12-31	$67,462
2020 : ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$48,459
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$1,610,046
Total plan assets at beginning of year	2020-12-31	$1,561,587
Value of fidelity bond covering the plan	2020-12-31	$350,000
Contributions received from other sources (not participants or employers)	2020-12-31	$12,620
Other income received	2020-12-31	$-30,057
Net income (gross income less expenses)	2020-12-31	$48,459
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,610,046
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,561,587
Total contributions received or receivable from employer(s)	2020-12-31	$65,896
2019 : ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$261,999
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,561,587
Total plan assets at beginning of year	2019-12-31	$1,299,588
Value of fidelity bond covering the plan	2019-12-31	$350,000
Other income received	2019-12-31	$232,410
Net income (gross income less expenses)	2019-12-31	$261,999
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,561,587
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,299,588
Total contributions received or receivable from employer(s)	2019-12-31	$29,589
2018 : ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-76,888
Expenses. Total of all expenses incurred	2018-12-31	$1,823
Benefits paid (including direct rollovers)	2018-12-31	$1,823
Total plan assets at end of year	2018-12-31	$1,299,588
Total plan assets at beginning of year	2018-12-31	$1,378,299
Value of fidelity bond covering the plan	2018-12-31	$350,000
Other income received	2018-12-31	$-135,438
Net income (gross income less expenses)	2018-12-31	$-78,711
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,299,588
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,378,299
Total contributions received or receivable from employer(s)	2018-12-31	$58,550
2017 : ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$111,529
Expenses. Total of all expenses incurred	2017-12-31	$33,072
Benefits paid (including direct rollovers)	2017-12-31	$33,072
Total plan assets at end of year	2017-12-31	$1,378,299
Total plan assets at beginning of year	2017-12-31	$1,299,842
Value of fidelity bond covering the plan	2017-12-31	$350,000
Other income received	2017-12-31	$66,428
Net income (gross income less expenses)	2017-12-31	$78,457
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,378,299
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,299,842
Assets. Value of participant loans	2017-12-31	$16,859
Total contributions received or receivable from employer(s)	2017-12-31	$45,101
2016 : ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$58,780
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,299,842
Total plan assets at beginning of year	2016-12-31	$1,241,062
Value of fidelity bond covering the plan	2016-12-31	$350,000
Other income received	2016-12-31	$-1,688
Net income (gross income less expenses)	2016-12-31	$58,780
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,299,842
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,241,062
Assets. Value of participant loans	2016-12-31	$28,520
Total contributions received or receivable from employer(s)	2016-12-31	$60,468
2015 : ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$81,294
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,241,062
Total plan assets at beginning of year	2015-12-31	$1,159,768
Value of fidelity bond covering the plan	2015-12-31	$350,000
Other income received	2015-12-31	$21,189
Net income (gross income less expenses)	2015-12-31	$81,294
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,241,062
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,159,768
Assets. Value of participant loans	2015-12-31	$43,781
Total contributions received or receivable from employer(s)	2015-12-31	$60,105
2014 : ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$3,208
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,159,768
Total plan assets at beginning of year	2014-12-31	$1,156,560
Value of fidelity bond covering the plan	2014-12-31	$350,000
Other income received	2014-12-31	$-5,748
Net income (gross income less expenses)	2014-12-31	$3,208
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,159,768
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,156,560
Assets. Value of participant loans	2014-12-31	$51,257
Total contributions received or receivable from employer(s)	2014-12-31	$8,956
2013 : ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$207,946
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,156,560
Total plan assets at beginning of year	2013-12-31	$948,614
Value of fidelity bond covering the plan	2013-12-31	$350,000
Other income received	2013-12-31	$149,505
Net income (gross income less expenses)	2013-12-31	$207,946
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,156,560
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$948,614
Assets. Value of participant loans	2013-12-31	$42,140
Total contributions received or receivable from employer(s)	2013-12-31	$58,441
2012 : ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$58,950
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$948,614
Total plan assets at beginning of year	2012-12-31	$889,664
Value of fidelity bond covering the plan	2012-12-31	$350,000
Other income received	2012-12-31	$52,265
Net income (gross income less expenses)	2012-12-31	$58,950
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$948,614
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$889,664
Assets. Value of participant loans	2012-12-31	$42,140
Total contributions received or receivable from employer(s)	2012-12-31	$6,685
2011 : ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$14,817
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$889,664
Total plan assets at beginning of year	2011-12-31	$874,847
Value of fidelity bond covering the plan	2011-12-31	$275,000
Other income received	2011-12-31	$-5,023
Net income (gross income less expenses)	2011-12-31	$14,817
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$889,664
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$874,847
Assets. Value of participant loans	2011-12-31	$23,413
Total contributions received or receivable from employer(s)	2011-12-31	$19,840
2010 : ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$94,552
Expenses. Total of all expenses incurred	2010-12-31	$34,209
Benefits paid (including direct rollovers)	2010-12-31	$34,209
Total plan assets at end of year	2010-12-31	$874,847
Total plan assets at beginning of year	2010-12-31	$814,504
Value of fidelity bond covering the plan	2010-12-31	$275,000
Other income received	2010-12-31	$74,059
Net income (gross income less expenses)	2010-12-31	$60,343
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$874,847
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$814,504
Assets. Value of participant loans	2010-12-31	$31,795
Total contributions received or receivable from employer(s)	2010-12-31	$20,493

Form 5500 Responses for ERIC L. SAPPENFIELD PROFIT SHARING PLAN

2023: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ERIC L. SAPPENFIELD PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ERIC L. SAPPENFIELD, PLLC
Employer identification number (EIN):	204059806
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers