401k Plan data: MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN plan

MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number	001

MICHEL & ASSOCIATES 401(K) 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
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.
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.
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

MICHEL & ASSOCIATES, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: MICHEL & ASSOCIATES, A PROFESSIONAL CORPORATION

Employer identification number (EIN): 270313611

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHEL & ASSOCIATES 401(K) 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 HAYDEE VILLEGAS-AGUILAR 2024-09-11
001 2022-01-01 HAYDEE VILLEGAS-AGUILAR 2024-08-20
001 2021-01-01 MIRIAM VAUGHN 2022-09-28 MIRIAM VAUGHN 2022-09-28
001 2020-01-01 MIRIAM DUSCA 2021-04-28
001 2019-01-01 MIRIAM DUSCA 2020-09-03
001 2018-01-01 MIRIAM DUSCA 2019-08-21
001 2017-01-01 MIRIAM DUSCA 2018-07-12
001 2016-01-01 MIRIAM DUSCA 2017-10-11
001 2015-01-01 MIRIAM DUSCA MIRIAM DUSCA 2016-07-06
001 2014-01-01 LAURA CHAPMAN LAURA CHAPMAN 2015-09-28
001 2013-01-01 CD MICHEL CD MICHEL 2014-09-11
001 2012-01-01 CD MICHEL CD MICHEL 2013-08-19
001 2011-01-01 CD MICHEL
001 2009-01-01 C.D. MICHEL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	HAYDEE VILLEGAS-AGUILAR	2024-09-11
001	2022-01-01	HAYDEE VILLEGAS-AGUILAR	2024-08-20
001	2021-01-01	MIRIAM VAUGHN	2022-09-28	MIRIAM VAUGHN	2022-09-28
001	2020-01-01	MIRIAM DUSCA	2021-04-28
001	2019-01-01	MIRIAM DUSCA	2020-09-03
001	2018-01-01	MIRIAM DUSCA	2019-08-21
001	2017-01-01	MIRIAM DUSCA	2018-07-12
001	2016-01-01	MIRIAM DUSCA	2017-10-11
001	2015-01-01	MIRIAM DUSCA		MIRIAM DUSCA	2016-07-06
001	2014-01-01	LAURA CHAPMAN		LAURA CHAPMAN	2015-09-28
001	2013-01-01	CD MICHEL		CD MICHEL	2014-09-11
001	2012-01-01	CD MICHEL		CD MICHEL	2013-08-19
001	2011-01-01	CD MICHEL
001	2009-01-01	C.D. MICHEL

Plan Statistics for MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 18
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 13
Total of all active and inactive participants 2015-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 31
Number of participants with account balances 2015-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
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 9
Total of all active and inactive participants 2014-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 25
Number of participants with account balances 2014-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 18
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 7
Total of all active and inactive participants 2013-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 25
Number of participants with account balances 2013-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 16
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 6
Total of all active and inactive participants 2012-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 22
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18
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 7
Total of all active and inactive participants 2011-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 25
Number of participants with account balances 2011-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
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 11
Total of all active and inactive participants 2009-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 27
Number of participants with account balances 2009-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2015: MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	18
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	13
Total of all active and inactive participants	2015-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	31
Number of participants with account balances	2015-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
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	9
Total of all active and inactive participants	2014-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	25
Number of participants with account balances	2014-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	18
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	7
Total of all active and inactive participants	2013-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	25
Number of participants with account balances	2013-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	16
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	6
Total of all active and inactive participants	2012-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	22
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18
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	7
Total of all active and inactive participants	2011-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	25
Number of participants with account balances	2011-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
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	11
Total of all active and inactive participants	2009-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	27
Number of participants with account balances	2009-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$184,768
Expenses. Total of all expenses incurred	2015-12-31	$6,922
Benefits paid (including direct rollovers)	2015-12-31	$6,547
Total plan assets at end of year	2015-12-31	$1,951,835
Total plan assets at beginning of year	2015-12-31	$1,773,989
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$93,171
Other income received	2015-12-31	$-18,199
Net income (gross income less expenses)	2015-12-31	$177,846
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,951,835
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,773,989
Assets. Value of participant loans	2015-12-31	$43,684
Total contributions received or receivable from employer(s)	2015-12-31	$109,796
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$375
2014 : MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$303,085
Expenses. Total of all expenses incurred	2014-12-31	$25,869
Benefits paid (including direct rollovers)	2014-12-31	$25,444
Total plan assets at end of year	2014-12-31	$1,773,989
Total plan assets at beginning of year	2014-12-31	$1,496,773
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$102,257
Other income received	2014-12-31	$81,432
Net income (gross income less expenses)	2014-12-31	$277,216
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,773,989
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,496,773
Assets. Value of participant loans	2014-12-31	$31,978
Total contributions received or receivable from employer(s)	2014-12-31	$119,396
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$425
2013 : MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$405,206
Expenses. Total of all expenses incurred	2013-12-31	$83,575
Benefits paid (including direct rollovers)	2013-12-31	$83,100
Total plan assets at end of year	2013-12-31	$1,496,773
Total plan assets at beginning of year	2013-12-31	$1,175,142
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$109,421
Other income received	2013-12-31	$230,241
Net income (gross income less expenses)	2013-12-31	$321,631
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,496,773
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,175,142
Assets. Value of participant loans	2013-12-31	$26,841
Total contributions received or receivable from employer(s)	2013-12-31	$65,544
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$475
2012 : MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$264,417
Expenses. Total of all expenses incurred	2012-12-31	$134,286
Benefits paid (including direct rollovers)	2012-12-31	$133,636
Total plan assets at end of year	2012-12-31	$1,175,142
Total plan assets at beginning of year	2012-12-31	$1,045,011
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$100,155
Other income received	2012-12-31	$106,793
Net income (gross income less expenses)	2012-12-31	$130,131
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,175,142
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,045,011
Assets. Value of participant loans	2012-12-31	$12,883
Total contributions received or receivable from employer(s)	2012-12-31	$57,469
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$650
2011 : MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$124,881
Expenses. Total of all expenses incurred	2011-12-31	$237,152
Benefits paid (including direct rollovers)	2011-12-31	$236,402
Total plan assets at end of year	2011-12-31	$1,045,011
Total plan assets at beginning of year	2011-12-31	$1,157,282
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$101,713
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-35,482
Net income (gross income less expenses)	2011-12-31	$-112,271
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,045,011
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,157,282
Assets. Value of participant loans	2011-12-31	$17,890
Total contributions received or receivable from employer(s)	2011-12-31	$58,650
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$750
2010 : MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$220,146
Expenses. Total of all expenses incurred	2010-12-31	$98,370
Benefits paid (including direct rollovers)	2010-12-31	$87,258
Total plan assets at end of year	2010-12-31	$1,157,282
Total plan assets at beginning of year	2010-12-31	$1,035,506
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$92,173
Contributions received from other sources (not participants or employers)	2010-12-31	$9,651
Other income received	2010-12-31	$66,355
Net income (gross income less expenses)	2010-12-31	$121,776
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,157,282
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,035,506
Assets. Value of participant loans	2010-12-31	$25,054
Total contributions received or receivable from employer(s)	2010-12-31	$51,967
Value of certain deemed distributions of participant loans	2010-12-31	$10,362
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$750

Form 5500 Responses for MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN

2015: MICHEL & ASSOCIATES 401(K) 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: MICHEL & ASSOCIATES 401(K) 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: MICHEL & ASSOCIATES 401(K) 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: MICHEL & ASSOCIATES 401(K) 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: MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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
2009: MICHEL & ASSOCIATES 401(K) 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:	MICHEL & ASSOCIATES, A PROFESSIONAL CORPORATION
Employer identification number (EIN):	270313611
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers