401k Plan data: GALE & MCALLISTER PLLC 401(K) PLAN plan

GALE & MCALLISTER PLLC 401(K) PLAN 401k Plan overview

Plan Name	GALE & MCALLISTER PLLC 401(K) PLAN
Plan identification number	001

GALE & MCALLISTER PLLC 401(K) 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.
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.
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

LAW OFFICE OF LISA GALE, PLLC has sponsored the creation of one or more 401k plans.

Company Name: LAW OFFICE OF LISA GALE, PLLC

Employer identification number (EIN): 271484307

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GALE & MCALLISTER PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 LISA GALE PEERY 2017-07-24 LISA GALE PEERY 2017-07-24
001 2015-01-01 LISA GALE PEERY LISA GALE PEERY 2016-06-17
001 2014-01-01 LISA GALE PEERY LISA GALE PEERY 2015-07-01
001 2013-01-01 LISA GALE PEERY LISA GALE PEERY 2014-06-09
001 2012-01-01 LISA GALE PEERY LISA GALE PEERY 2013-06-21
001 2011-01-01 LISA GALE PEERY LISA GALE PEERY 2013-10-28
001 2010-01-01 VALERIE WIENER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	LISA GALE PEERY	2017-07-24	LISA GALE PEERY	2017-07-24
001	2015-01-01	LISA GALE PEERY		LISA GALE PEERY	2016-06-17
001	2014-01-01	LISA GALE PEERY		LISA GALE PEERY	2015-07-01
001	2013-01-01	LISA GALE PEERY		LISA GALE PEERY	2014-06-09
001	2012-01-01	LISA GALE PEERY		LISA GALE PEERY	2013-06-21
001	2011-01-01	LISA GALE PEERY		LISA GALE PEERY	2013-10-28
001	2010-01-01	VALERIE WIENER

Plan Statistics for GALE & MCALLISTER PLLC 401(K) PLAN

401k plan membership statisitcs for GALE & MCALLISTER PLLC 401(K) PLAN

Measure Date Value
2015: GALE & MCALLISTER PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GALE & MCALLISTER PLLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GALE & MCALLISTER PLLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GALE & MCALLISTER PLLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GALE & MCALLISTER PLLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 1
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: GALE & MCALLISTER PLLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 1
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2015: GALE & MCALLISTER PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GALE & MCALLISTER PLLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GALE & MCALLISTER PLLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GALE & MCALLISTER PLLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GALE & MCALLISTER PLLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	1
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: GALE & MCALLISTER PLLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	1
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on GALE & MCALLISTER PLLC 401(K) PLAN

Measure	Date	Value
2015 : GALE & MCALLISTER PLLC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$21,446
Expenses. Total of all expenses incurred	2015-12-31	$16,365
Benefits paid (including direct rollovers)	2015-12-31	$15,917
Total plan assets at end of year	2015-12-31	$209,547
Total plan assets at beginning of year	2015-12-31	$204,466
Value of fidelity bond covering the plan	2015-12-31	$20,000
Total contributions received or receivable from participants	2015-12-31	$12,234
Expenses. Other expenses not covered elsewhere	2015-12-31	$448
Other income received	2015-12-31	$-2,564
Net income (gross income less expenses)	2015-12-31	$5,081
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$209,547
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$204,466
Assets. Value of participant loans	2015-12-31	$42,116
Total contributions received or receivable from employer(s)	2015-12-31	$11,776
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : GALE & MCALLISTER PLLC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$30,397
Expenses. Total of all expenses incurred	2014-12-31	$15,428
Benefits paid (including direct rollovers)	2014-12-31	$15,428
Total plan assets at end of year	2014-12-31	$204,466
Total plan assets at beginning of year	2014-12-31	$189,497
Total contributions received or receivable from participants	2014-12-31	$10,310
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$9,777
Net income (gross income less expenses)	2014-12-31	$14,969
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$204,466
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$189,497
Assets. Value of participant loans	2014-12-31	$37,685
Total contributions received or receivable from employer(s)	2014-12-31	$10,310
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : GALE & MCALLISTER PLLC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$45,535
Expenses. Total of all expenses incurred	2013-12-31	$20,350
Benefits paid (including direct rollovers)	2013-12-31	$20,350
Total plan assets at end of year	2013-12-31	$189,497
Total plan assets at beginning of year	2013-12-31	$164,312
Value of fidelity bond covering the plan	2013-12-31	$20,000
Total contributions received or receivable from participants	2013-12-31	$11,317
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$22,901
Net income (gross income less expenses)	2013-12-31	$25,185
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$189,497
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$164,312
Assets. Value of participant loans	2013-12-31	$21,571
Total contributions received or receivable from employer(s)	2013-12-31	$11,317
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : GALE & MCALLISTER PLLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$37,709
Expenses. Total of all expenses incurred	2012-12-31	$12,458
Benefits paid (including direct rollovers)	2012-12-31	$12,458
Total plan assets at end of year	2012-12-31	$164,312
Total plan assets at beginning of year	2012-12-31	$139,061
Value of fidelity bond covering the plan	2012-12-31	$17,309
Total contributions received or receivable from participants	2012-12-31	$10,120
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$17,469
Net income (gross income less expenses)	2012-12-31	$25,251
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$164,312
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$139,061
Assets. Value of participant loans	2012-12-31	$24,602
Total contributions received or receivable from employer(s)	2012-12-31	$10,120
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : GALE & MCALLISTER PLLC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$12,599
Expenses. Total of all expenses incurred	2011-12-31	$8,861
Benefits paid (including direct rollovers)	2011-12-31	$8,861
Total plan assets at end of year	2011-12-31	$139,061
Total plan assets at beginning of year	2011-12-31	$135,323
Total contributions received or receivable from participants	2011-12-31	$4,579
Other income received	2011-12-31	$3,989
Net income (gross income less expenses)	2011-12-31	$3,738
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$139,061
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$135,323
Assets. Value of participant loans	2011-12-31	$9,154
Total contributions received or receivable from employer(s)	2011-12-31	$4,031
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : GALE & MCALLISTER PLLC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$16,762
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$135,323
Total plan assets at beginning of year	2010-12-31	$118,561
Total contributions received or receivable from participants	2010-12-31	$2,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$14,762
Net income (gross income less expenses)	2010-12-31	$16,762
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$135,323
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$118,561
Assets. Value of participant loans	2010-12-31	$13,247
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0

Form 5500 Responses for GALE & MCALLISTER PLLC 401(K) PLAN

2015: GALE & MCALLISTER PLLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GALE & MCALLISTER PLLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GALE & MCALLISTER PLLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GALE & MCALLISTER PLLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GALE & MCALLISTER PLLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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: GALE & MCALLISTER PLLC 401(K) 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

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Company Name:	LAW OFFICE OF LISA GALE, PLLC
Employer identification number (EIN):	271484307
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers