Logo

EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameEDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number 001

EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) 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
  • 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.
  • 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

EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION
Employer identification number (EIN):770508207
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1999-02-17
Company Identification Number: C2134546
Legal Registered Office Address: 695 Santa Rosa Street

San Luis Obispo
United States of America (USA)
93401

More information about EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01EDWARD L SOMOGYI2022-10-17
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01EDWARD L. SOMOGYI
0012012-01-01EDWARD L. SOMOGYI
0012011-01-01EDWARD L. SOMOGYI
0012009-01-01DOUGLAS S. HENDRY

Plan Statistics for EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) 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 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$111,461
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$839,320
Total plan assets at beginning of year2014-12-31$727,859
Value of fidelity bond covering the plan2014-12-31$100,000
Assets. Value of tangible personal property2014-12-31$17,744
Total contributions received or receivable from participants2014-12-31$43,937
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$24,291
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$111,461
Net plan assets at end of year (total assets less liabilities)2014-12-31$839,320
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$727,859
Total contributions received or receivable from employer(s)2014-12-31$43,233
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$114,991
Expenses. Total of all expenses incurred2013-12-31$34,611
Benefits paid (including direct rollovers)2013-12-31$33,211
Total plan assets at end of year2013-12-31$727,859
Total plan assets at beginning of year2013-12-31$647,479
Value of fidelity bond covering the plan2013-12-31$100,000
Assets. Value of tangible personal property2013-12-31$18,083
Total contributions received or receivable from participants2013-12-31$40,658
Expenses. Other expenses not covered elsewhere2013-12-31$1,400
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$41,058
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$80,380
Net plan assets at end of year (total assets less liabilities)2013-12-31$727,859
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$647,479
Total contributions received or receivable from employer(s)2013-12-31$33,275
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$103,423
Expenses. Total of all expenses incurred2012-12-31$2,787
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$647,479
Total plan assets at beginning of year2012-12-31$546,843
Value of fidelity bond covering the plan2012-12-31$50,000
Assets. Value of tangible personal property2012-12-31$24,960
Total contributions received or receivable from participants2012-12-31$22,500
Expenses. Other expenses not covered elsewhere2012-12-31$2,787
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$43,546
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$100,636
Net plan assets at end of year (total assets less liabilities)2012-12-31$647,479
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$546,843
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$37,377
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$54,693
Expenses. Total of all expenses incurred2011-12-31$545
Benefits paid (including direct rollovers)2011-12-31$395
Total plan assets at end of year2011-12-31$546,843
Total plan assets at beginning of year2011-12-31$492,695
Value of fidelity bond covering the plan2011-12-31$50,000
Assets. Value of tangible personal property2011-12-31$23,496
Total contributions received or receivable from participants2011-12-31$5,500
Expenses. Other expenses not covered elsewhere2011-12-31$150
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-10,117
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$54,148
Net plan assets at end of year (total assets less liabilities)2011-12-31$546,843
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$492,695
Assets. Value of participant loans2011-12-31$531
Total contributions received or receivable from employer(s)2011-12-31$59,310
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$79,727
Expenses. Total of all expenses incurred2010-12-31$475
Benefits paid (including direct rollovers)2010-12-31$325
Total plan assets at end of year2010-12-31$492,695
Total plan assets at beginning of year2010-12-31$413,443
Value of fidelity bond covering the plan2010-12-31$50,000
Assets. Value of tangible personal property2010-12-31$21,324
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$150
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$17,089
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$79,252
Net plan assets at end of year (total assets less liabilities)2010-12-31$492,695
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$413,443
Assets. Value of participant loans2010-12-31$12,622
Total contributions received or receivable from employer(s)2010-12-31$62,638
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN

2014: EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 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: EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EDWARD L. SOMOGYI, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1