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JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JEFFREY LEAVELL, SC has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY LEAVELL, SC
Employer identification number (EIN):391781663
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEFF LEAVELL2024-02-01 JEFF LEAVELL2024-02-01
0012022-01-01JEFF LEAVELL2023-04-03 JEFF LEAVELL2023-04-03
0012021-01-01JEFFREY LEAVELL2022-09-20 JEFFREY LEAVELL2022-09-20
0012020-01-01JEFFREY LEAVELL2021-03-16 JEFFREY LEAVELL2021-03-16
0012019-01-01JEFFREY LEAVELL2020-06-18 JEFFREY LEAVELL2020-06-18
0012018-01-01JEFFREY LEAVELL2019-10-04 JEFFREY LEAVELL2019-10-04
0012017-01-01JEFFREY LEAVELL2018-06-08 JEFFREY LEAVELL2018-06-08
0012016-01-01JEFFREY LEAVELL JEFFREY LEAVELL2017-06-01
0012015-01-01JEFFREY LEAVELL JEFFREY LEAVELL2016-07-12
0012014-01-01JEFFREY LEAVELL JEFFREY LEAVELL2015-07-31
0012013-01-01JEFFREY LEAVELL JEFFREY LEAVELL2014-07-30
0012012-01-01JEFFREY LEAVELL JEFFREY LEAVELL2013-07-10
0012011-01-01JEFFREY LEAVELL JEFFREY LEAVELL2012-07-18
0012010-01-01JEFFREY LEAVELL JEFFREY LEAVELL2011-07-14
0012009-01-01JEFFREY LEAVELL JEFFREY LEAVELL2010-07-15

Plan Statistics for JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016: JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0123
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0124
Number of participants with account balances2016-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0124
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0123
Number of participants with account balances2015-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0123
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0124
Number of participants with account balances2014-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0123
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0123
Number of participants with account balances2013-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0122
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0123
Number of participants with account balances2012-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0122
Number of participants with account balances2011-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0126
Total number of active participants reported on line 7a of the Form 55002010-01-0111
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0119
Number of participants with account balances2010-01-0119
2009: JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0133
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-0126
Total participants2009-01-0126
Number of participants with account balances2009-01-0127

Financial Data on JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016 : JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$125,399
Expenses. Total of all expenses incurred2016-12-31$11,328
Benefits paid (including direct rollovers)2016-12-31$2,600
Total plan assets at end of year2016-12-31$1,013,626
Total plan assets at beginning of year2016-12-31$899,555
Value of fidelity bond covering the plan2016-12-31$10,000
Total contributions received or receivable from participants2016-12-31$30,329
Other income received2016-12-31$78,854
Net income (gross income less expenses)2016-12-31$114,071
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,013,626
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$899,555
Total contributions received or receivable from employer(s)2016-12-31$16,216
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$8,728
2015 : JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$46,537
Expenses. Total of all expenses incurred2015-12-31$20,494
Benefits paid (including direct rollovers)2015-12-31$15,025
Total plan assets at end of year2015-12-31$899,555
Total plan assets at beginning of year2015-12-31$873,512
Value of fidelity bond covering the plan2015-12-31$10,000
Total contributions received or receivable from participants2015-12-31$31,433
Other income received2015-12-31$-1,757
Net income (gross income less expenses)2015-12-31$26,043
Net plan assets at end of year (total assets less liabilities)2015-12-31$899,555
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$873,512
Total contributions received or receivable from employer(s)2015-12-31$16,861
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,469
2014 : JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$90,455
Expenses. Total of all expenses incurred2014-12-31$6,354
Total plan assets at end of year2014-12-31$873,512
Total plan assets at beginning of year2014-12-31$789,411
Value of fidelity bond covering the plan2014-12-31$10,000
Total contributions received or receivable from participants2014-12-31$29,291
Other income received2014-12-31$40,709
Net income (gross income less expenses)2014-12-31$84,101
Net plan assets at end of year (total assets less liabilities)2014-12-31$873,512
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$789,411
Total contributions received or receivable from employer(s)2014-12-31$20,455
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,354
2013 : JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$206,705
Expenses. Total of all expenses incurred2013-12-31$10,383
Benefits paid (including direct rollovers)2013-12-31$5,778
Total plan assets at end of year2013-12-31$789,411
Total plan assets at beginning of year2013-12-31$593,089
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$30,830
Other income received2013-12-31$160,900
Net income (gross income less expenses)2013-12-31$196,322
Net plan assets at end of year (total assets less liabilities)2013-12-31$789,411
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$593,089
Total contributions received or receivable from employer(s)2013-12-31$14,975
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,605
2012 : JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$119,268
Expenses. Total of all expenses incurred2012-12-31$2,000
Benefits paid (including direct rollovers)2012-12-31$2,000
Total plan assets at end of year2012-12-31$593,089
Total plan assets at beginning of year2012-12-31$475,821
Value of fidelity bond covering the plan2012-12-31$10,000
Total contributions received or receivable from participants2012-12-31$31,389
Other income received2012-12-31$71,086
Net income (gross income less expenses)2012-12-31$117,268
Net plan assets at end of year (total assets less liabilities)2012-12-31$593,089
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$475,821
Total contributions received or receivable from employer(s)2012-12-31$16,793
2011 : JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$30,240
Expenses. Total of all expenses incurred2011-12-31$3,111
Benefits paid (including direct rollovers)2011-12-31$3,111
Total plan assets at end of year2011-12-31$475,821
Total plan assets at beginning of year2011-12-31$448,692
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$26,069
Other income received2011-12-31$-20,133
Net income (gross income less expenses)2011-12-31$27,129
Net plan assets at end of year (total assets less liabilities)2011-12-31$475,821
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$448,692
Total contributions received or receivable from employer(s)2011-12-31$24,304
2010 : JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$94,202
Expenses. Total of all expenses incurred2010-12-31$12,607
Benefits paid (including direct rollovers)2010-12-31$12,607
Total plan assets at end of year2010-12-31$448,692
Total plan assets at beginning of year2010-12-31$367,097
Value of fidelity bond covering the plan2010-12-31$10,000
Total contributions received or receivable from participants2010-12-31$19,100
Other income received2010-12-31$56,477
Net income (gross income less expenses)2010-12-31$81,595
Net plan assets at end of year (total assets less liabilities)2010-12-31$448,692
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$367,097
Total contributions received or receivable from employer(s)2010-12-31$18,625

Form 5500 Responses for JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST

2016: JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JEFFREY LEAVELL, SC 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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