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JANE R. KRATZ P.C. RETIREMENT PLAN 401k Plan overview

Plan NameJANE R. KRATZ P.C. RETIREMENT PLAN
Plan identification number 001

JANE R. KRATZ P.C. RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

JANE R. KRATZ P.C. has sponsored the creation of one or more 401k plans.

Company Name:JANE R. KRATZ P.C.
Employer identification number (EIN):205895706
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JANE R. KRATZ P.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JANE KRATZ2024-08-21
0012023-01-01JANE KRATZ2024-07-26
0012022-01-01JANE KRATZ2023-10-02
0012021-01-01JANE KRATZ2022-10-14
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JANE R. KRATZ2013-07-22
0012011-01-01JANE R. KRATZ2012-10-15
0012010-01-01JANE R. KRATZ2011-07-27
0012008-01-01JANE R. KRATZ

Plan Statistics for JANE R. KRATZ P.C. RETIREMENT PLAN

401k plan membership statisitcs for JANE R. KRATZ P.C. RETIREMENT PLAN

Measure Date Value
2008: JANE R. KRATZ P.C. RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-013
Total number of active participants reported on line 7a of the Form 55002008-01-014
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-014
Number of participants with account balances2008-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Financial Data on JANE R. KRATZ P.C. RETIREMENT PLAN

Measure Date Value
2009 : JANE R. KRATZ P.C. RETIREMENT PLAN 2009 401k financial data
Transfers to/from the plan2009-12-31$0
Total plan liabilities at end of year2009-12-31$0
Total plan liabilities at beginning of year2009-12-31$0
Total income from all sources2009-12-31$30,119
Expenses. Total of all expenses incurred2009-12-31$0
Benefits paid (including direct rollovers)2009-12-31$0
Total plan assets at end of year2009-12-31$75,863
Total plan assets at beginning of year2009-12-31$45,744
Value of fidelity bond covering the plan2009-12-31$5,000
Total contributions received or receivable from participants2009-12-31$10,635
Expenses. Other expenses not covered elsewhere2009-12-31$0
Contributions received from other sources (not participants or employers)2009-12-31$0
Other income received2009-12-31$19,484
Noncash contributions received2009-12-31$0
Net income (gross income less expenses)2009-12-31$30,119
Net plan assets at end of year (total assets less liabilities)2009-12-31$75,863
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$45,744
Total contributions received or receivable from employer(s)2009-12-31$0
Value of certain deemed distributions of participant loans2009-12-31$0
Value of corrective distributions2009-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2009-12-31$0
2008 : JANE R. KRATZ P.C. RETIREMENT PLAN 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-18,435
Expenses. Total of all expenses incurred2008-12-31$0
Benefits paid (including direct rollovers)2008-12-31$0
Total plan assets at end of year2008-12-31$45,744
Total plan assets at beginning of year2008-12-31$64,179
Value of fidelity bond covering the plan2008-12-31$7,000
Total contributions received or receivable from participants2008-12-31$11,620
Expenses. Other expenses not covered elsewhere2008-12-31$0
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-30,525
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$-18,435
Net plan assets at end of year (total assets less liabilities)2008-12-31$45,744
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$64,179
Total contributions received or receivable from employer(s)2008-12-31$470
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0
2007 : JANE R. KRATZ P.C. RETIREMENT PLAN 2007 401k financial data
Transfers to/from the plan2007-12-31$0
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$64,179
Expenses. Total of all expenses incurred2007-12-31$0
Benefits paid (including direct rollovers)2007-12-31$0
Total plan assets at end of year2007-12-31$64,179
Total plan assets at beginning of year2007-12-31$0
Value of fidelity bond covering the plan2007-12-31$1,000
Total contributions received or receivable from participants2007-12-31$4,702
Expenses. Other expenses not covered elsewhere2007-12-31$0
Contributions received from other sources (not participants or employers)2007-12-31$59,556
Other income received2007-12-31$-96
Noncash contributions received2007-12-31$0
Net income (gross income less expenses)2007-12-31$64,179
Net plan assets at end of year (total assets less liabilities)2007-12-31$64,179
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$0
Total contributions received or receivable from employer(s)2007-12-31$17
Value of certain deemed distributions of participant loans2007-12-31$0
Value of corrective distributions2007-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$0

Form 5500 Responses for JANE R. KRATZ P.C. RETIREMENT PLAN

2008: JANE R. KRATZ P.C. RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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