401k Plan data: MARTIN & ESKELSON, PLLC RETIREMENT PLAN plan

MARTIN & ESKELSON, PLLC RETIREMENT PLAN 401k Plan overview

Plan Name	MARTIN & ESKELSON, PLLC RETIREMENT PLAN
Plan identification number	002

MARTIN & ESKELSON, PLLC RETIREMENT PLAN Benefits

401k Plan Type

Defined 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

MARTIN & ESKELSON, PLLC has sponsored the creation of one or more 401k plans.

Company Name: MARTIN & ESKELSON, PLLC

Employer identification number (EIN): 841421404

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARTIN & ESKELSON, PLLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 STEPHEN E. MARTIN 2017-02-02
002 2015-01-01 STEPHEN E. MARTIN 2016-02-08
002 2014-01-01 STEPHEN E. MARTIN 2015-02-12
002 2013-01-01 STEPHEN E. MARTIN 2014-04-08
002 2012-01-01 STEPHEN E. MARTIN 2013-03-15
002 2011-01-01 STEPHEN E. MARTIN STEPHEN E. MARTIN 2012-04-16
002 2010-01-01 STEPHEN E. MARTIN STEPHEN E. MARTIN 2012-04-16
002 2009-01-01 STEPHEN E. MARTIN 2010-09-03
002 2009-01-01 STEPHEN E. MARTIN STEPHEN E. MARTIN 2010-09-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	STEPHEN E. MARTIN	2017-02-02
002	2015-01-01	STEPHEN E. MARTIN	2016-02-08
002	2014-01-01	STEPHEN E. MARTIN	2015-02-12
002	2013-01-01	STEPHEN E. MARTIN	2014-04-08
002	2012-01-01	STEPHEN E. MARTIN	2013-03-15
002	2011-01-01	STEPHEN E. MARTIN		STEPHEN E. MARTIN	2012-04-16
002	2010-01-01	STEPHEN E. MARTIN		STEPHEN E. MARTIN	2012-04-16
002	2009-01-01			STEPHEN E. MARTIN	2010-09-03
002	2009-01-01	STEPHEN E. MARTIN		STEPHEN E. MARTIN	2010-09-03

Plan Statistics for MARTIN & ESKELSON, PLLC RETIREMENT PLAN

401k plan membership statisitcs for MARTIN & ESKELSON, PLLC RETIREMENT PLAN

Measure Date Value
2011: MARTIN & ESKELSON, PLLC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MARTIN & ESKELSON, PLLC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MARTIN & ESKELSON, PLLC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: MARTIN & ESKELSON, PLLC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MARTIN & ESKELSON, PLLC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MARTIN & ESKELSON, PLLC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MARTIN & ESKELSON, PLLC RETIREMENT PLAN

Measure	Date	Value
2011 : MARTIN & ESKELSON, PLLC RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$128,027
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$2,081,717
Total plan assets at beginning of year	2011-12-31	$1,953,690
Value of fidelity bond covering the plan	2011-12-31	$300,000
Assets. Value of loans (other than to participants)	2011-12-31	$187,621
Other income received	2011-12-31	$66,137
Net income (gross income less expenses)	2011-12-31	$128,027
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,081,717
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,953,690
Total contributions received or receivable from employer(s)	2011-12-31	$61,890
2010 : MARTIN & ESKELSON, PLLC RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$160,039
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,953,690
Total plan assets at beginning of year	2010-12-31	$1,793,651
Value of fidelity bond covering the plan	2010-12-31	$300,000
Assets. Value of loans (other than to participants)	2010-12-31	$200,136
Noncash contributions received	2010-12-31	$91,582
Net income (gross income less expenses)	2010-12-31	$160,039
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,953,690
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,793,651
Total contributions received or receivable from employer(s)	2010-12-31	$68,457

Form 5500 Responses for MARTIN & ESKELSON, PLLC RETIREMENT PLAN

2011: MARTIN & ESKELSON, PLLC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MARTIN & ESKELSON, PLLC RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MARTIN & ESKELSON, PLLC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARTIN & ESKELSON, PLLC
Employer identification number (EIN):	841421404
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers