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SAMUELS LAW OFFICE PLLC 401(K) PLAN 401k Plan overview

Plan NameSAMUELS LAW OFFICE PLLC 401(K) PLAN
Plan identification number 001

SAMUELS LAW OFFICE PLLC 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

SAMUELS LAW OFFICE PLLC has sponsored the creation of one or more 401k plans.

Company Name:SAMUELS LAW OFFICE PLLC
Employer identification number (EIN):383328306
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about SAMUELS LAW OFFICE PLLC

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: D0452V

More information about SAMUELS LAW OFFICE PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAMUELS LAW OFFICE PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01JAMES SAMUELS2020-08-14
0012018-01-01JAMES SAMUELS2019-04-23
0012017-01-01WENDY SAMUELS2018-05-07
0012016-01-01
0012015-01-01
0012014-01-01JAMES SAMUELS2015-10-12
0012013-01-01JAMES SAMUELS2014-06-14
0012012-01-01JAMES SAMUELS JAMES SAMUELS2013-07-01
0012011-01-01JAMES SAMUELS JAMES SAMUELS2012-03-29
0012009-01-01JAMES SAMUELS JAMES SAMUELS2010-09-13

Plan Statistics for SAMUELS LAW OFFICE PLLC 401(K) PLAN

401k plan membership statisitcs for SAMUELS LAW OFFICE PLLC 401(K) PLAN

Measure Date Value
2012: SAMUELS LAW OFFICE PLLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SAMUELS LAW OFFICE PLLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SAMUELS LAW OFFICE PLLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SAMUELS LAW OFFICE PLLC 401(K) PLAN

Measure Date Value
2012 : SAMUELS LAW OFFICE PLLC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$129,033
Expenses. Total of all expenses incurred2012-12-31$7,095
Total plan assets at end of year2012-12-31$520,801
Total plan assets at beginning of year2012-12-31$398,863
Value of fidelity bond covering the plan2012-12-31$20,000
Total contributions received or receivable from participants2012-12-31$52,580
Expenses. Other expenses not covered elsewhere2012-12-31$1,546
Other income received2012-12-31$61,205
Net income (gross income less expenses)2012-12-31$121,938
Net plan assets at end of year (total assets less liabilities)2012-12-31$520,801
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$398,863
Assets. Value of participant loans2012-12-31$5,604
Total contributions received or receivable from employer(s)2012-12-31$15,248
Value of corrective distributions2012-12-31$187
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$5,362
2011 : SAMUELS LAW OFFICE PLLC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$47,975
Expenses. Total of all expenses incurred2011-12-31$2,150
Benefits paid (including direct rollovers)2011-12-31$481
Total plan assets at end of year2011-12-31$398,863
Total plan assets at beginning of year2011-12-31$353,038
Value of fidelity bond covering the plan2011-12-31$20,000
Total contributions received or receivable from participants2011-12-31$50,907
Other income received2011-12-31$-18,548
Net income (gross income less expenses)2011-12-31$45,825
Net plan assets at end of year (total assets less liabilities)2011-12-31$398,863
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$353,038
Assets. Value of participant loans2011-12-31$3,808
Total contributions received or receivable from employer(s)2011-12-31$15,616
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,669
2010 : SAMUELS LAW OFFICE PLLC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$105,245
Expenses. Total of all expenses incurred2010-12-31$15,035
Benefits paid (including direct rollovers)2010-12-31$12,173
Total plan assets at end of year2010-12-31$353,038
Total plan assets at beginning of year2010-12-31$262,828
Value of fidelity bond covering the plan2010-12-31$20,000
Total contributions received or receivable from participants2010-12-31$49,613
Other income received2010-12-31$42,938
Net income (gross income less expenses)2010-12-31$90,210
Net plan assets at end of year (total assets less liabilities)2010-12-31$353,038
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$262,828
Assets. Value of participant loans2010-12-31$5,566
Total contributions received or receivable from employer(s)2010-12-31$12,694
Value of certain deemed distributions of participant loans2010-12-31$1,175
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,687

Form 5500 Responses for SAMUELS LAW OFFICE PLLC 401(K) PLAN

2012: SAMUELS LAW OFFICE PLLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAMUELS LAW OFFICE PLLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SAMUELS LAW OFFICE PLLC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP65313
Policy instance 1
Insurance contract or identification numberGP65313
Number of Individuals Covered7
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,084
Total amount of fees paid to insurance companyUSD $26
Commission paid to Insurance BrokerUSD $542
Amount paid for insurance broker fees13
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP65313
Policy instance 1
Insurance contract or identification numberGP65313
Number of Individuals Covered7
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $889
Total amount of fees paid to insurance companyUSD $44
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP65313
Policy instance 1
Insurance contract or identification numberGP65313
Number of Individuals Covered7
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $674
Total amount of fees paid to insurance companyUSD $20
Commission paid to Insurance BrokerUSD $337
Amount paid for insurance broker fees10
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameMML INVESTORS SERVICES

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