401k Plan data: THE JONAS LAW FIRM RETIREMENT SAVINGS PLAN plan

THE JONAS LAW FIRM RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	THE JONAS LAW FIRM RETIREMENT SAVINGS PLAN
Plan identification number	001

THE JONAS LAW FIRM RETIREMENT 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.
Plan covering Self-Employed individuals.
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

THE JONAS LAW FIRM, PLLC has sponsored the creation of one or more 401k plans.

Company Name: THE JONAS LAW FIRM, PLLC

Employer identification number (EIN): 560585227

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JONAS LAW FIRM RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 REBECCA POMEROY 2024-06-26
001 2022-01-01 REBECCA J. POMEROY 2023-10-10
001 2021-01-01 REBECCA J. POMEROY 2022-10-14
001 2020-01-01 REBECCA J. POMEROY 2021-10-15
001 2019-01-01 REBECCA J. POMEROY 2020-10-15
001 2018-01-01 REBECCA J. POMEROY 2019-10-08
001 2017-01-01 REBECCA J POMEROY 2018-10-12 REBECCA J POMEROY 2018-10-12
001 2016-01-01 REBECCA POMEROY 2017-10-10
001 2015-01-01 REBECCA POMEROY 2016-09-26
001 2014-01-01 REBECCA POMEROY 2015-10-15 REBECCA POMEROY 2015-10-15
001 2013-01-01 REBECCA POMEROY 2014-10-15 REBECCA POMEROY 2014-10-15
001 2012-01-01 REBECCA J. POMEROY 2013-10-08
001 2011-01-01 REBECCA J. POMEROY 2012-09-24
001 2010-01-01 REBECCA J. POMEROY 2011-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	REBECCA POMEROY	2024-06-26
001	2022-01-01	REBECCA J. POMEROY	2023-10-10
001	2021-01-01	REBECCA J. POMEROY	2022-10-14
001	2020-01-01	REBECCA J. POMEROY	2021-10-15
001	2019-01-01	REBECCA J. POMEROY	2020-10-15
001	2018-01-01	REBECCA J. POMEROY	2019-10-08
001	2017-01-01	REBECCA J POMEROY	2018-10-12	REBECCA J POMEROY	2018-10-12
001	2016-01-01	REBECCA POMEROY	2017-10-10
001	2015-01-01	REBECCA POMEROY	2016-09-26
001	2014-01-01	REBECCA POMEROY	2015-10-15	REBECCA POMEROY	2015-10-15
001	2013-01-01	REBECCA POMEROY	2014-10-15	REBECCA POMEROY	2014-10-15
001	2012-01-01	REBECCA J. POMEROY	2013-10-08
001	2011-01-01	REBECCA J. POMEROY	2012-09-24
001	2010-01-01	REBECCA J. POMEROY	2011-10-07

Potentially related plans

THE JONAS BAILEY LAW FIRM, APLC 401(K) PROFIT SHARING PLAN [EIN = 825052386]

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Company Name:	THE JONAS LAW FIRM, PLLC
Employer identification number (EIN):	560585227
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers