401k Plan data: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN plan

RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN
Plan identification number	001

RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

RICK J. ERICKSON, LTD. has sponsored the creation of one or more 401k plans.

Company Name: RICK J. ERICKSON, LTD.

Employer identification number (EIN): 371383738

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 RICK J. ERICKSON 2019-06-11
001 2017-01-01 RICK J. ERICKSON
001 2016-01-01 RICK J. ERICKSON
001 2015-01-01 RICK J. ERICKSON
001 2014-01-01 RICK J. ERICKSON
001 2013-01-01 RICK J. ERICKSON
001 2012-01-01 RICK J. ERICKSON
001 2011-01-01 RICK J. ERICKSON
001 2010-01-01 RICK J. ERICKSON
001 2009-01-01 RICK J. ERICKSON

Plan Statistics for RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
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: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
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: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2021 : RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$129,543
Expenses. Total of all expenses incurred	2021-12-31	$7,254
Total plan assets at end of year	2021-12-31	$1,030,927
Total plan assets at beginning of year	2021-12-31	$908,638
Value of fidelity bond covering the plan	2021-12-31	$100,000
Total contributions received or receivable from participants	2021-12-31	$10,300
Expenses. Other expenses not covered elsewhere	2021-12-31	$7,254
Other income received	2021-12-31	$102,941
Net income (gross income less expenses)	2021-12-31	$122,289
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,030,927
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$908,638
Assets. Value of participant loans	2021-12-31	$19,753
Total contributions received or receivable from employer(s)	2021-12-31	$16,302
2020 : RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$123,078
Expenses. Total of all expenses incurred	2020-12-31	$6,369
Total plan assets at end of year	2020-12-31	$908,638
Total plan assets at beginning of year	2020-12-31	$791,929
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$7,220
Other income received	2020-12-31	$100,173
Net income (gross income less expenses)	2020-12-31	$116,709
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$908,638
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$791,929
Assets. Value of participant loans	2020-12-31	$20,546
Total contributions received or receivable from employer(s)	2020-12-31	$15,685
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$6,369
2019 : RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$172,908
Expenses. Total of all expenses incurred	2019-12-31	$4,026
Total plan assets at end of year	2019-12-31	$791,929
Total plan assets at beginning of year	2019-12-31	$623,047
Value of fidelity bond covering the plan	2019-12-31	$70,000
Total contributions received or receivable from participants	2019-12-31	$7,440
Other income received	2019-12-31	$148,216
Net income (gross income less expenses)	2019-12-31	$168,882
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$791,929
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$623,047
Total contributions received or receivable from employer(s)	2019-12-31	$17,252
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$4,026
2017 : RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$101,938
Expenses. Total of all expenses incurred	2017-12-31	$3,427
Total plan assets at end of year	2017-12-31	$635,945
Total plan assets at beginning of year	2017-12-31	$537,434
Value of fidelity bond covering the plan	2017-12-31	$48,000
Total contributions received or receivable from participants	2017-12-31	$5,130
Expenses. Other expenses not covered elsewhere	2017-12-31	$3,427
Other income received	2017-12-31	$79,929
Net income (gross income less expenses)	2017-12-31	$98,511
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$635,945
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$537,434
Total contributions received or receivable from employer(s)	2017-12-31	$16,879
2016 : RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$70,276
Expenses. Total of all expenses incurred	2016-12-31	$3,034
Total plan assets at end of year	2016-12-31	$537,434
Total plan assets at beginning of year	2016-12-31	$470,192
Value of fidelity bond covering the plan	2016-12-31	$48,000
Total contributions received or receivable from participants	2016-12-31	$5,101
Other income received	2016-12-31	$48,258
Net income (gross income less expenses)	2016-12-31	$67,242
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$537,434
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$470,192
Total contributions received or receivable from employer(s)	2016-12-31	$16,917
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,034
2015 : RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$13,105
Expenses. Total of all expenses incurred	2015-12-31	$2,891
Total plan assets at end of year	2015-12-31	$470,192
Total plan assets at beginning of year	2015-12-31	$459,978
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$6,401
Other income received	2015-12-31	$-9,329
Net income (gross income less expenses)	2015-12-31	$10,214
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$470,192
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$459,978
Total contributions received or receivable from employer(s)	2015-12-31	$16,033
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,891
2014 : RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$67,140
Expenses. Total of all expenses incurred	2014-12-31	$2,647
Total plan assets at end of year	2014-12-31	$459,978
Total plan assets at beginning of year	2014-12-31	$395,485
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$21,700
Other income received	2014-12-31	$32,416
Net income (gross income less expenses)	2014-12-31	$64,493
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$459,978
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$395,485
Total contributions received or receivable from employer(s)	2014-12-31	$13,024
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,647
2013 : RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$70,948
Expenses. Total of all expenses incurred	2013-12-31	$2,231
Total plan assets at end of year	2013-12-31	$395,485
Total plan assets at beginning of year	2013-12-31	$326,768
Value of fidelity bond covering the plan	2013-12-31	$25,000
Total contributions received or receivable from participants	2013-12-31	$20,814
Other income received	2013-12-31	$38,773
Net income (gross income less expenses)	2013-12-31	$68,717
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$395,485
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$326,768
Assets. Value of participant loans	2013-12-31	$5,373
Total contributions received or receivable from employer(s)	2013-12-31	$11,361
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,231
2012 : RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$57,023
Expenses. Total of all expenses incurred	2012-12-31	$1,913
Total plan assets at end of year	2012-12-31	$326,768
Total plan assets at beginning of year	2012-12-31	$271,658
Value of fidelity bond covering the plan	2012-12-31	$25,000
Total contributions received or receivable from participants	2012-12-31	$22,536
Other income received	2012-12-31	$23,520
Net income (gross income less expenses)	2012-12-31	$55,110
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$326,768
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$271,658
Assets. Value of participant loans	2012-12-31	$15,861
Total contributions received or receivable from employer(s)	2012-12-31	$10,967
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,913
2011 : RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$26,141
Expenses. Total of all expenses incurred	2011-12-31	$1,593
Total plan assets at end of year	2011-12-31	$271,658
Total plan assets at beginning of year	2011-12-31	$247,110
Value of fidelity bond covering the plan	2011-12-31	$25,000
Total contributions received or receivable from participants	2011-12-31	$18,788
Other income received	2011-12-31	$-3,269
Net income (gross income less expenses)	2011-12-31	$24,548
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$271,658
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$247,110
Assets. Value of participant loans	2011-12-31	$26,014
Total contributions received or receivable from employer(s)	2011-12-31	$10,622
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,593
2010 : RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$44,363
Expenses. Total of all expenses incurred	2010-12-31	$1,194
Total plan assets at end of year	2010-12-31	$247,110
Total plan assets at beginning of year	2010-12-31	$203,941
Value of fidelity bond covering the plan	2010-12-31	$20,000
Total contributions received or receivable from participants	2010-12-31	$11,025
Other income received	2010-12-31	$22,878
Net income (gross income less expenses)	2010-12-31	$43,169
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$247,110
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$203,941
Assets. Value of participant loans	2010-12-31	$35,843
Total contributions received or receivable from employer(s)	2010-12-31	$10,460
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,194

Form 5500 Responses for RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN

2021: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING 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: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING 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: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING 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: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING 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: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING 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: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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
2009: RICK J. ERICKSON, LTD. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RICK J. ERICKSON, LTD.
Employer identification number (EIN):	371383738
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	RICK J. ERICKSON	2019-06-11
001	2017-01-01	RICK J. ERICKSON
001	2016-01-01	RICK J. ERICKSON
001	2015-01-01	RICK J. ERICKSON
001	2014-01-01	RICK J. ERICKSON
001	2013-01-01	RICK J. ERICKSON
001	2012-01-01	RICK J. ERICKSON
001	2011-01-01	RICK J. ERICKSON
001	2010-01-01	RICK J. ERICKSON
001	2009-01-01	RICK J. ERICKSON