401k Plan data: GOODMAN ACKER, P.C. 401(K) PLAN & TRUST plan

GOODMAN ACKER, P.C. 401(K) PLAN & TRUST 401k Plan overview

Plan Name	GOODMAN ACKER, P.C. 401(K) PLAN & TRUST
Plan identification number	001

GOODMAN ACKER, P.C. 401(K) PLAN & TRUST 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

GOODMAN ACKER, P.C. has sponsored the creation of one or more 401k plans.

Company Name: GOODMAN ACKER, P.C.

Employer identification number (EIN): 383141799

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODMAN ACKER, P.C. 401(K) PLAN & TRUST

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 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 JACQUELINE ALLISON 2014-09-08 JACQUELINE ALLISON 2014-09-08
001 2012-01-01 JACQUELINE ALLISON 2013-05-08 JACQUELINE ALLISON 2013-05-08
001 2011-01-01 JACQUELINE ALLISON 2012-06-27 JACQUELINE ALLISON 2012-06-27
001 2010-01-01 JACQUELINE ALLISON 2011-06-13 JACQUELINE ALLISON 2011-06-13
001 2007-01-01 JACQUELINE ALLISON JACQUELINE ALLISON 2010-11-29

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	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	JACQUELINE ALLISON	2014-09-08	JACQUELINE ALLISON	2014-09-08
001	2012-01-01	JACQUELINE ALLISON	2013-05-08	JACQUELINE ALLISON	2013-05-08
001	2011-01-01	JACQUELINE ALLISON	2012-06-27	JACQUELINE ALLISON	2012-06-27
001	2010-01-01	JACQUELINE ALLISON	2011-06-13	JACQUELINE ALLISON	2011-06-13
001	2007-01-01	JACQUELINE ALLISON		JACQUELINE ALLISON	2010-11-29

Plan Statistics for GOODMAN ACKER, P.C. 401(K) PLAN & TRUST

401k plan membership statisitcs for GOODMAN ACKER, P.C. 401(K) PLAN & TRUST

Measure Date Value
2007: GOODMAN ACKER, P.C. 401(K) PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year 2007-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 12
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 3
Total of all active and inactive participants 2007-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 15
Number of participants with account balances 2007-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 1

Measure	Date	Value
2007: GOODMAN ACKER, P.C. 401(K) PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year	2007-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	12
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	3
Total of all active and inactive participants	2007-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	15
Number of participants with account balances	2007-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	1

Financial Data on GOODMAN ACKER, P.C. 401(K) PLAN & TRUST

Measure	Date	Value
2007 : GOODMAN ACKER, P.C. 401(K) PLAN & TRUST 2007 401k financial data
Total income from all sources	2007-12-31	$298,180
Expenses. Total of all expenses incurred	2007-12-31	$13,539
Benefits paid (including direct rollovers)	2007-12-31	$3,936
Total plan assets at end of year	2007-12-31	$1,767,491
Total plan assets at beginning of year	2007-12-31	$1,482,850
Value of fidelity bond covering the plan	2007-12-31	$150,000
Total contributions received or receivable from participants	2007-12-31	$59,876
Expenses. Other expenses not covered elsewhere	2007-12-31	$9,603
Other income received	2007-12-31	$96,215
Net income (gross income less expenses)	2007-12-31	$284,641
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$1,767,491
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$1,482,850
Total contributions received or receivable from employer(s)	2007-12-31	$142,089
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0

Form 5500 Responses for GOODMAN ACKER, P.C. 401(K) PLAN & TRUST

2007: GOODMAN ACKER, P.C. 401(K) PLAN & TRUST 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

34075

Policy instance

Insurance contract or identification number	34075
Number of Individuals Covered	15
Insurance policy start date	2007-01-01
Insurance policy end date	2007-12-31
Total amount of commissions paid to insurance broker	USD $10,512
Total amount of fees paid to insurance company	USD $822
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $10,512
Insurance broker organization code?	3
Amount paid for insurance broker fees	822
Additional information about fees paid to insurance broker	TPA FEED
Insurance broker name	THE GLASS FREEDMAN COMPANY

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Company Name:	GOODMAN ACKER, P.C.
Employer identification number (EIN):	383141799
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers