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MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameMONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 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
  • 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

MONDORF AND FENWICK PLLC has sponsored the creation of one or more 401k plans.

Company Name:MONDORF AND FENWICK PLLC
Employer identification number (EIN):161560021
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BENJAMIN J LARSON2024-06-18
0012022-01-01JOHN G MONDRF2023-05-26
0012021-01-01JOHN G MONDORF2022-06-29
0012020-01-01JOHN G MONDORF2021-07-13
0012019-01-01JOHN G MONDORF2020-07-20
0012018-01-01JOHN G MONDORF2019-06-18
0012017-01-01JOHN G MONDORF2018-07-16
0012016-01-01JOHN MONDORF2017-07-24
0012015-01-01JOHN G MONDORF WILLIAM P FENWICK2016-07-20
0012014-01-01JOHN G MONDORF WILLIAM P FENWICK2015-06-24
0012013-01-01JOHN G MONDORF WILLIAM P FENWICK2014-07-23
0012012-01-01JOHN G MONDORF WILLIAM P FENWICK2013-07-25
0012011-01-01JOHN G MONDORF WILLIAM P FENWICK2012-07-30
0012010-01-01JOHN G MONDORF WILLIAM P FENWICK2011-07-05
0012009-01-01JOHN G MONDORF JOHN G MONDORF2010-07-19
0012009-01-01JOHN G MONDORF WILLIAM P FENWICK CPA2010-07-27
0012009-01-01JOHN G MONDORF
0012009-01-01JOHN G MONDORF WILLIAM P FENWICK2010-07-29
0012009-01-01JOHN G MONDORF WILLIAM P FENWICK2010-09-13

Plan Statistics for MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2015: MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0111
Total participants2015-01-0111
Number of participants with account balances2015-01-0111
2014: MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0112
Total participants2014-01-0112
Number of participants with account balances2014-01-0112
2013: MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of retired or separated participants receiving benefits2013-01-012
Total of all active and inactive participants2013-01-0111
Total participants2013-01-0111
2012: MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-019
Total participants2012-01-019
Number of participants with account balances2012-01-019
2011: MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-018
Total participants2011-01-018
Number of participants with account balances2011-01-018
2010: MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-017
Total participants2010-01-017
Number of participants with account balances2010-01-017
2009: MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-015

Financial Data on MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2015 : MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2015 401k financial data
Total income from all sources2015-12-31$144,200
Expenses. Total of all expenses incurred2015-12-31$2,182
Benefits paid (including direct rollovers)2015-12-31$2,182
Total plan assets at end of year2015-12-31$1,429,914
Total plan assets at beginning of year2015-12-31$1,287,896
Total contributions received or receivable from participants2015-12-31$82,603
Other income received2015-12-31$34,324
Net income (gross income less expenses)2015-12-31$142,018
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,429,914
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,287,896
Total contributions received or receivable from employer(s)2015-12-31$27,273
2014 : MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2014 401k financial data
Total income from all sources2014-12-31$179,870
Total plan assets at end of year2014-12-31$1,287,896
Total plan assets at beginning of year2014-12-31$1,108,026
Total contributions received or receivable from participants2014-12-31$61,724
Other income received2014-12-31$89,138
Net income (gross income less expenses)2014-12-31$179,870
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,287,896
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,108,026
Assets. Value of participant loans2014-12-31$2,393
Total contributions received or receivable from employer(s)2014-12-31$29,008
2013 : MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2013 401k financial data
Total income from all sources2013-12-31$322,720
Total plan assets at end of year2013-12-31$1,108,026
Total plan assets at beginning of year2013-12-31$785,306
Total contributions received or receivable from participants2013-12-31$76,377
Other income received2013-12-31$217,117
Net income (gross income less expenses)2013-12-31$322,720
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,108,026
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$785,306
Assets. Value of participant loans2013-12-31$5,408
Total contributions received or receivable from employer(s)2013-12-31$29,226
2012 : MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2012 401k financial data
Total income from all sources2012-12-31$193,790
Total plan assets at end of year2012-12-31$785,306
Total plan assets at beginning of year2012-12-31$591,516
Total contributions received or receivable from participants2012-12-31$65,670
Other income received2012-12-31$103,451
Net income (gross income less expenses)2012-12-31$193,790
Net plan assets at end of year (total assets less liabilities)2012-12-31$785,306
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$591,516
Assets. Value of participant loans2012-12-31$7,817
Total contributions received or receivable from employer(s)2012-12-31$24,669
2011 : MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data
Total income from all sources2011-12-31$85,855
Total plan assets at end of year2011-12-31$591,516
Total plan assets at beginning of year2011-12-31$505,661
Total contributions received or receivable from participants2011-12-31$71,462
Other income received2011-12-31$-6,478
Net income (gross income less expenses)2011-12-31$85,855
Net plan assets at end of year (total assets less liabilities)2011-12-31$591,516
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$505,661
Assets. Value of participant loans2011-12-31$10,298
Total contributions received or receivable from employer(s)2011-12-31$20,871
2010 : MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data
Total income from all sources2010-12-31$145,427
Total plan assets at end of year2010-12-31$505,661
Total plan assets at beginning of year2010-12-31$360,234
Total contributions received or receivable from participants2010-12-31$60,020
Other income received2010-12-31$67,424
Net income (gross income less expenses)2010-12-31$145,427
Net plan assets at end of year (total assets less liabilities)2010-12-31$505,661
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$360,234
Assets. Value of participant loans2010-12-31$12,652
Total contributions received or receivable from employer(s)2010-12-31$17,983
2009 : MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$15,079
Amount contributed by the employer to the plan for this plan year2009-12-31$15,079

Form 5500 Responses for MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST

2015: MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 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: MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MONDORF FENWICK PLLC 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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