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PLAN SAVING & SHEPLER CO, LPA 401(K) PROFIT SHARING PLAN & TRU 401k Plan overview

Plan NamePLAN SAVING & SHEPLER CO, LPA 401(K) PROFIT SHARING PLAN & TRU
Plan identification number 003

PLAN SAVING & SHEPLER CO, LPA 401(K) PROFIT SHARING PLAN & TRU Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PLAN SAVING & SHEPLER CO, LPA has sponsored the creation of one or more 401k plans.

Company Name:PLAN SAVING & SHEPLER CO, LPA
Employer identification number (EIN):310961548
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLAN SAVING & SHEPLER CO, LPA 401(K) PROFIT SHARING PLAN & TRU

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01ABIGAIL SAVING2024-06-12
0032022-01-01ABIGAIL SAVING2023-06-01
0032021-01-01ABIGAIL SAVING2022-10-11
0032020-01-01ABIGAIL SAVING2021-10-15
0032019-01-01ABIGAIL SAVING2020-08-12
0032018-01-01ABIGAIL SAVING2019-08-06
0032017-01-01ABIGAIL SAVING2018-10-15
0032016-01-01ABIGAIL SAVING2017-11-01
0032015-01-01ROBERT LILLEY2016-06-01
0032014-01-01ROBERT LILLEY2015-06-02
0032013-01-01ROBERT LILLEY2014-05-21
0032012-01-01ROBERT LILLEY2013-06-27
0032011-01-01ROBERT LILLEY2012-06-05
0032010-01-01ROBERT LILLEY2011-06-27
0032009-01-01ROBERT L LILLEY
0032009-01-01ROBERT L. LILLEY

Plan Statistics for PLAN SAVING & SHEPLER CO, LPA 401(K) PROFIT SHARING PLAN & TRU

401k plan membership statisitcs for PLAN SAVING & SHEPLER CO, LPA 401(K) PROFIT SHARING PLAN & TRU

Measure Date Value
2009: PLAN SAVING & SHEPLER CO, LPA 401(K) PROFIT SHARING PLAN & TRU 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-015
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 participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PLAN SAVING & SHEPLER CO, LPA 401(K) PROFIT SHARING PLAN & TRU

Measure Date Value
2009 : PLAN SAVING & SHEPLER CO, LPA 401(K) PROFIT SHARING PLAN & TRU 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 PLAN SAVING & SHEPLER CO, LPA 401(K) PROFIT SHARING PLAN & TRU

2009: PLAN SAVING & SHEPLER CO, LPA 401(K) PROFIT SHARING PLAN & TRU 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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