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FELDMAN & LEE, P.S. 401(K) PLAN 401k Plan overview

Plan NameFELDMAN & LEE, P.S. 401(K) PLAN
Plan identification number 001

FELDMAN & LEE, P.S. 401(K) PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

FELDMAN & LEE, P.S. has sponsored the creation of one or more 401k plans.

Company Name:FELDMAN & LEE, P.S.
Employer identification number (EIN):911141908
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about FELDMAN & LEE, P.S.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1980-07-18
Company Identification Number: 600370642
Legal Registered Office Address: 19303 44TH AVE W

LYNNWOOD
United States of America (USA)
980365664

More information about FELDMAN & LEE, P.S.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FELDMAN & LEE, P.S. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01JAMES A. FELDMAN2017-07-24
0012015-01-01JAMES A. FELDMAN2016-09-15
0012014-01-01JAMES A. FELDMAN2015-06-25
0012013-01-01JAMES A. FELDMAN2014-09-30
0012012-01-01DAVID LEE2013-10-08
0012011-01-01JAMES A. FELDMAN2012-03-09
0012010-01-01JAMES A. FELDMAN2011-09-16

Plan Statistics for FELDMAN & LEE, P.S. 401(K) PLAN

401k plan membership statisitcs for FELDMAN & LEE, P.S. 401(K) PLAN

Measure Date Value
2023: FELDMAN & LEE, P.S. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0131
Total number of active participants reported on line 7a of the Form 55002023-01-0119
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0110
Total of all active and inactive participants2023-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0129
Number of participants with account balances2023-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: FELDMAN & LEE, P.S. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0124
Total number of active participants reported on line 7a of the Form 55002022-01-0119
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0131
Number of participants with account balances2022-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FELDMAN & LEE, P.S. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0123
Total number of active participants reported on line 7a of the Form 55002021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-0124
Total participants2021-01-0124
Number of participants with account balances2021-01-0122
2020: FELDMAN & LEE, P.S. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0118
Total number of active participants reported on line 7a of the Form 55002020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-0123
Total participants2020-01-0123
Number of participants with account balances2020-01-0121
2019: FELDMAN & LEE, P.S. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0117
Total number of active participants reported on line 7a of the Form 55002019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-0118
Total participants2019-01-0118
Number of participants with account balances2019-01-0117
2018: FELDMAN & LEE, P.S. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0120
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-0117
Total participants2018-01-0117
Number of participants with account balances2018-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on FELDMAN & LEE, P.S. 401(K) PLAN

Measure Date Value
2023 : FELDMAN & LEE, P.S. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$374,652
Expenses. Total of all expenses incurred2023-12-31$60,729
Benefits paid (including direct rollovers)2023-12-31$49,137
Total plan assets at end of year2023-12-31$1,702,834
Total plan assets at beginning of year2023-12-31$1,388,911
Value of fidelity bond covering the plan2023-12-31$160,000
Total contributions received or receivable from participants2023-12-31$96,882
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$243,675
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$313,923
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,702,834
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,388,911
Assets. Value of participant loans2023-12-31$2,463
Total contributions received or receivable from employer(s)2023-12-31$34,095
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$11,592
2022 : FELDMAN & LEE, P.S. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-147,951
Expenses. Total of all expenses incurred2022-12-31$21,176
Benefits paid (including direct rollovers)2022-12-31$10,408
Total plan assets at end of year2022-12-31$1,388,911
Total plan assets at beginning of year2022-12-31$1,558,038
Value of fidelity bond covering the plan2022-12-31$135,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$100,343
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-282,956
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-169,127
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,388,911
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,558,038
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$34,662
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$10,768
2021 : FELDMAN & LEE, P.S. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$379,340
Expenses. Total of all expenses incurred2021-12-31$17,282
Benefits paid (including direct rollovers)2021-12-31$6,953
Total plan assets at end of year2021-12-31$1,558,038
Total plan assets at beginning of year2021-12-31$1,195,980
Value of fidelity bond covering the plan2021-12-31$135,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$108,377
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$238,576
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$362,058
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,558,038
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,195,980
Assets. Value of participant loans2021-12-31$860
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$32,387
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$10,329
2020 : FELDMAN & LEE, P.S. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$189,709
Expenses. Total of all expenses incurred2020-12-31$700,299
Benefits paid (including direct rollovers)2020-12-31$689,669
Total plan assets at end of year2020-12-31$1,195,980
Total plan assets at beginning of year2020-12-31$1,706,570
Value of fidelity bond covering the plan2020-12-31$135,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$83,393
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$81,440
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-510,590
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,195,980
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,706,570
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$24,876
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$10,630
2019 : FELDMAN & LEE, P.S. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$417,891
Expenses. Total of all expenses incurred2019-12-31$108,021
Benefits paid (including direct rollovers)2019-12-31$92,384
Total plan assets at end of year2019-12-31$1,706,570
Total plan assets at beginning of year2019-12-31$1,396,700
Value of fidelity bond covering the plan2019-12-31$135,000
Total contributions received or receivable from participants2019-12-31$92,550
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$302,574
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$309,870
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,706,570
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,396,700
Total contributions received or receivable from employer(s)2019-12-31$22,767
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$15,637
2018 : FELDMAN & LEE, P.S. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$1,129
Total income from all sources2018-12-31$74,233
Expenses. Total of all expenses incurred2018-12-31$18,032
Benefits paid (including direct rollovers)2018-12-31$15,276
Total plan assets at end of year2018-12-31$1,396,700
Total plan assets at beginning of year2018-12-31$1,341,628
Value of fidelity bond covering the plan2018-12-31$135,000
Total contributions received or receivable from participants2018-12-31$89,377
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-45,823
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$56,201
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,396,700
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,340,499
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$30,679
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,756

Form 5500 Responses for FELDMAN & LEE, P.S. 401(K) PLAN

2023: FELDMAN & LEE, P.S. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: FELDMAN & LEE, P.S. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FELDMAN & LEE, P.S. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FELDMAN & LEE, P.S. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FELDMAN & LEE, P.S. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FELDMAN & LEE, P.S. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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