401k Plan data: LOWER & KESNER, LLP 401(K) PROFIT SHARING PLAN plan

LOWER & KESNER, LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LOWER & KESNER, LLP 401(K) PROFIT SHARING PLAN
Plan identification number	001

LOWER & KESNER, LLP 401(K) PROFIT SHARING 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.
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

LOWER & KESNER, LLP has sponsored the creation of one or more 401k plans.

Company Name: LOWER & KESNER, LLP

Employer identification number (EIN): 271091821

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOWER & KESNER, LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ALYSSA SOTELO 2024-07-29
001 2022-01-01 ALYSSA SOTELO 2023-10-10 ANDREW LOWER 2023-10-10
001 2021-01-01 ALYSSA SOTELO 2022-07-20 ANDREW LOWER 2022-07-20
001 2020-01-01 ANDREW LOWER 2021-04-09
001 2019-01-01 ANDREW LOWER 2020-08-31
001 2018-01-01 ANDREW LOWER 2019-07-01 RODNEY KESNER 2019-07-01
001 2017-01-01 ANDREW LOWER 2018-05-10 RODNEY KESNER 2018-05-10
001 2016-01-01 ANDREW LOWER 2017-07-10 RODNEY KESNER 2017-07-10
001 2015-01-01 ANDREW LOWER 2016-09-23 RODNEY KESNER 2016-09-23
001 2014-01-01 ANDREW LOWER 2015-07-14 ANDREW LOWER 2015-07-14
001 2013-01-01 ANDREW LOWER 2014-10-13 ANDREW LOWER 2014-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ALYSSA SOTELO	2024-07-29
001	2022-01-01	ALYSSA SOTELO	2023-10-10	ANDREW LOWER	2023-10-10
001	2021-01-01	ALYSSA SOTELO	2022-07-20	ANDREW LOWER	2022-07-20
001	2020-01-01	ANDREW LOWER	2021-04-09
001	2019-01-01	ANDREW LOWER	2020-08-31
001	2018-01-01	ANDREW LOWER	2019-07-01	RODNEY KESNER	2019-07-01
001	2017-01-01	ANDREW LOWER	2018-05-10	RODNEY KESNER	2018-05-10
001	2016-01-01	ANDREW LOWER	2017-07-10	RODNEY KESNER	2017-07-10
001	2015-01-01	ANDREW LOWER	2016-09-23	RODNEY KESNER	2016-09-23
001	2014-01-01	ANDREW LOWER	2015-07-14	ANDREW LOWER	2015-07-14
001	2013-01-01	ANDREW LOWER	2014-10-13	ANDREW LOWER	2014-10-13

Potentially related plans

LOWER & COMPANY, PC 401(K) PROFIT SHARING PLAN [EIN = 830237276]

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Company Name:	LOWER & KESNER, LLP
Employer identification number (EIN):	271091821
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers