401k Plan data: THE TRENTI LAW FIRM EMPLOYEE SAVINGS PLAN plan

THE TRENTI LAW FIRM EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	THE TRENTI LAW FIRM EMPLOYEE SAVINGS PLAN
Plan identification number	002

THE TRENTI LAW FIRM EMPLOYEE SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRENTI, SAXHAUG, ROCHE, STEPHENSON, RICHARDS & ALUNI, LTD. has sponsored the creation of one or more 401k plans.

Company Name: TRENTI, SAXHAUG, ROCHE, STEPHENSON, RICHARDS & ALUNI, LTD.

Employer identification number (EIN): 410967368

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TRENTI LAW FIRM EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JOSEPH LYONS-LEONI 2024-05-16 JOSEPH LYONS-LEONI 2024-05-16
002 2022-01-01 JOSEPH LYONS-LEONI 2023-07-11 JOSEPH LYONS-LEONI 2023-07-11
002 2021-01-01 JOSEPH LYONS-LEONI 2022-05-19 JOSEPH LYONS-LEONI 2022-05-19
002 2020-01-01 JOSEPH LEONI 2021-04-08 JOSEPH LEONI 2021-04-08
002 2019-01-01 JOSEPH LEONI 2020-10-12 JOSEPH LEONI 2020-10-12
002 2018-01-01 JOSEPH LYONS-LEONI 2019-07-17
002 2017-01-01 JOSEPH LYONS-LEONI 2018-07-13
002 2016-01-01 JOSEPH LYONS-LEONI 2017-07-17
002 2015-01-01 JOSEPH LYONS-LEONI 2016-07-07
002 2014-01-01 JOSEPH LYONS-LEONI 2015-09-29
002 2013-01-01 JOSEPH LYONS-LEONI 2014-07-03
002 2012-01-01 JOSEPH LYONS-LEONI 2013-06-24
002 2011-01-01 JOSEPH LYONS-LEONI 2012-05-30
002 2010-01-01 JOSEPH LYONS-LEONI 2011-05-25 JOSEPH LYONS-LEONI 2011-05-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JOSEPH LYONS-LEONI	2024-05-16	JOSEPH LYONS-LEONI	2024-05-16
002	2022-01-01	JOSEPH LYONS-LEONI	2023-07-11	JOSEPH LYONS-LEONI	2023-07-11
002	2021-01-01	JOSEPH LYONS-LEONI	2022-05-19	JOSEPH LYONS-LEONI	2022-05-19
002	2020-01-01	JOSEPH LEONI	2021-04-08	JOSEPH LEONI	2021-04-08
002	2019-01-01	JOSEPH LEONI	2020-10-12	JOSEPH LEONI	2020-10-12
002	2018-01-01	JOSEPH LYONS-LEONI	2019-07-17
002	2017-01-01	JOSEPH LYONS-LEONI	2018-07-13
002	2016-01-01	JOSEPH LYONS-LEONI	2017-07-17
002	2015-01-01	JOSEPH LYONS-LEONI	2016-07-07
002	2014-01-01	JOSEPH LYONS-LEONI	2015-09-29
002	2013-01-01	JOSEPH LYONS-LEONI	2014-07-03
002	2012-01-01	JOSEPH LYONS-LEONI	2013-06-24
002	2011-01-01	JOSEPH LYONS-LEONI	2012-05-30
002	2010-01-01	JOSEPH LYONS-LEONI	2011-05-25	JOSEPH LYONS-LEONI	2011-05-25

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Company Name:	TRENTI, SAXHAUG, ROCHE, STEPHENSON, RICHARDS & ALUNI, LTD.
Employer identification number (EIN):	410967368
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers