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WILLIAM W. ERHART, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM W. ERHART, P.A. PROFIT SHARING PLAN
Plan identification number 002

WILLIAM W. ERHART, P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

WILLIAM W. ERHART, P.A. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM W. ERHART, P.A.
Employer identification number (EIN):510341414
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM W. ERHART, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01WILLIAM W ERHART2015-07-14
0022013-01-01WILLIAM W ERHART2014-09-25
0022012-01-01WILLIAM W ERHART2013-10-03
0022011-01-01WILLIAM W ERHART2012-09-10
0022010-01-01WILLIAM W ERHART2011-08-11
0022009-01-01WILLIAM W ERHART
0022009-01-01WILLIAM W ERHART
0022009-01-01WILLIAM W ERHART WILLIAM W ERHART2010-07-20

Plan Statistics for WILLIAM W. ERHART, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM W. ERHART, P.A. PROFIT SHARING PLAN

Measure Date Value
2009: WILLIAM W. ERHART, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Form 5500 Responses for WILLIAM W. ERHART, P.A. PROFIT SHARING PLAN

2009: WILLIAM W. ERHART, P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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